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iShares Core US REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
$12.6M
4
CP
CornerStone Partners
Virginia
$13.4M
5
FA
Fiducient Advisors
Illinois
$33.9M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CSIA
Charles Schwab Investment Advisory
California
$81.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$487K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17K
5
BO
Bank OZK
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
REDW Wealth
New Mexico
$284K – – –
AFAS
127
Acorn Financial Advisory Services
Virginia
$279K – – –
CFC
128
Coyle Financial Counsel
Illinois
$268K -$42.1K -961 -14%
SB
129
Strategic Blueprint
Georgia
$259K -$163K -3,711 -39%
Mackenzie Financial
130
Mackenzie Financial
Ontario, Canada
$258K – – –
BRC
131
Bell Rock Capital
Delaware
$257K -$22.9K -524 -8%
CWM
132
Centric Wealth Management
Illinois
$235K +$235K +4,283 New
EIA
133
Eastover Investment Advisors
North Carolina
$226K -$2.8K -64 -1%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$195K +$4.46K +102 +2%
PO
135
Private Ocean
California
$189K – – –
JGIA
136
Jackson Grant Investment Advisers
Connecticut
$183K +$1.05K +24 +0.6%
FA
137
Faithward Advisors
Pennsylvania
$180K +$5.17K +118 +3%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$171K +$171K +3,900 New
CAL
139
Capital Advisors Ltd
Ohio
$167K – – –
ASN
140
Advisory Services Network
Georgia
$166K +$166K +3,788 New
IA
141
IFP Advisors
Florida
$143K +$4.23K +97 +3%
FHA
142
Flagship Harbor Advisors
Massachusetts
$126K – – –
EIP
143
Ellis Investment Partners
Pennsylvania
$116K +$15.9K +364 +16%
SPIA
144
Steward Partners Investment Advisory
New York
$114K +$49K +1,117 +75%
RBC
145
Roble Belko & Company
Pennsylvania
$108K +$44 +1 +0%
CFFP
146
Center for Financial Planning
Michigan
$81K – – –
NFG
147
Next Financial Group
Texas
$67K +$67K +1,529 New
PC
148
Permanens Capital
New York
$66K +$7.7K +175 +13%
CHC
149
City Holding Co
West Virginia
$63K – – –
VFA
150
Valeo Financial Advisors
Indiana
$60K +$2.33K +53 +4%
4 5
6
7 8