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iShares Core US REIT ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.11B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
3.73%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.3M
2
AA
Advisory Alpha
Michigan
+$16.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$13.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.8M
5
TC
TownSquare Capital
Utah
+$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$12M
2
HS
Horan Securities
United States
-$11M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.91M
4
FA
Fiducient Advisors
Illinois
-$9.5M
5
Bank of America
Bank of America
North Carolina
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Sequoia Financial Advisors
Ohio
$419K -$681 -13 -0.2%
CA
127
Calton & Associates
Florida
$410K -$5.92K -113 -1%
GC
128
Garde Capital
Washington
$406K – – –
BRWA
129
B. Riley Wealth Advisors
Florida
$386K +$386K +7,360 New
SIS
130
SVB Investment Services
Utah
$377K – – –
HS
131
Horan Securities
United States
$371K -$11M -209,872 -97%
Daiwa Securities Group
132
Daiwa Securities Group
Japan
$348K +$145K +2,770 +72%
KCM
133
Karp Capital Management
California
$330K +$330K +6,295 New
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$322K -$79.1K -1,508 -20%
QCIG
135
Quad-Cities Investment Group
Iowa
$321K +$12.6K +241 +4%
ASN
136
Advisory Services Network
Georgia
$311K +$168K +3,204 +117%
CA
137
Continuum Advisory
Idaho
$306K -$23.4K -427 -7%
CFC
138
Coyle Financial Counsel
Illinois
$301K -$4.3K -82 -1%
PVH
139
Psagot Value Holdings
Israel
$293K -$25.8K -492 -8%
TNA
140
True North Advisors
Texas
$290K +$68.1K +1,301 +31%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$270K -$3.88K -74 -1%
PIMG
142
Patriot Investment Management Group
Tennessee
$266K +$266K +5,083 New
FF
143
FourThought Financial
Florida
$240K -$19.6K -375 -8%
RW
144
REDW Wealth
New Mexico
$234K -$4.72K -90 -2%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$231K +$10.4K +199 +5%
MMM
146
Mendel Money Management
Illinois
$231K -$1.89K -36 -0.8%
AFG
147
Arkansas Financial Group
Arkansas
$228K -$32.1K -614 -12%
PO
148
Private Ocean
California
$227K – – –
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$220K +$52 +1 +0%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$19.7K -376 -8%
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6
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