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iShares Core US REIT ETF
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Overview Fund Activity

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.3M
4
HS
Horan Securities
United States
+$5.8M
5
JA
JOYN Advisors
Georgia
+$5.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.29M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$5K – – –
CIAS
152
Capital Investment Advisory Services
North Carolina
$4K – – –
LF
153
Lee Financial
Texas
$4K – – –
GWM
154
Geneos Wealth Management
Colorado
$4K – – –
GSWM
155
Golden State Wealth Management
California
$4K – – –
BCI
156
Brinker Capital Investments
Pennsylvania
$4K +$4K +68 New
Citigroup
157
Citigroup
New York
$3K – – –
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.08K +26 +118%
TWA
159
TCI Wealth Advisors
Arizona
$1K +$1K +12 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1K +$929 +13 +1,300%
GTAM
161
Global Trust Asset Management
Florida
$1K +$1K +25 New
AUB
162
Atlantic Union Bankshares
Virginia
– -$11.4M -221,167 Closed
CF
163
Copperwynd Financial
Arizona
– -$3.54M -68,400 Closed
RJA
164
Raymond James & Associates
Florida
– -$2.44M -47,209 Closed
DADC
165
D.A. Davidson & Co
Montana
– -$2.05M -39,617 Closed
GFPC
166
Global Financial Private Capital
Florida
– -$1.63M -31,561 Closed
LNC
167
Lincoln National Corp
Pennsylvania
– -$931K -18,002 Closed
DSN
168
D. Scott Neal
Kentucky
– -$234K -4,522 Closed
BC
169
Brio Consultants
California
– -$142K -2,754 Closed
NWM
170
Northwest Wealth Management
Iowa
– -$75K -1,458 Closed
PWM
171
PRW Wealth Management
Massachusetts
– -$43K -836 Closed
GT
172
Glenmede Trust
Pennsylvania
– -$24 -468 Closed
ADL
173
Asset Dedication LLC
California
– -$13K -264 Closed
APA
174
American Portfolios Advisors
New York
– -$5.48K -106 Closed
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