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iShares Core US REIT ETF
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Overview Fund Activity

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$59M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.7M
3
BlackRock
BlackRock
New York
+$15.6M
4
B
Barings
North Carolina
+$8.19M
5
PFG
Pacific Financial Group
Washington
+$7.53M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$53.3M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.44M
3
BFG
Barber Financial Group
Kansas
-$5.66M
4
Jane Street
Jane Street
New York
-$4.85M
5
Morgan Stanley
Morgan Stanley
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$54K -$32.2K -587 -37%
AIC
152
Archer Investment Corporation
Indiana
$38K – – –
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$36K – – –
FGAM
154
Financial Gravity Asset Management
Texas
$36K +$3.42K +62 +10%
LWA
155
Lowe Wealth Advisors
Maryland
$34K – – –
OSNBOA
156
Old Second National Bank of Aurora
Illinois
$33K +$26.6K +486 +419%
CAC
157
Certified Advisory Corp
Florida
$26K +$17.1K +307 +192%
AA
158
AlphaMark Advisors
Kentucky
$22K – – –
SWP
159
Strategic Wealth Partners
Ohio
$20.3K -$24.1K -1,038 -54%
BCA
160
Bray Capital Advisors
Florida
$17K – – –
WCG
161
Weaver Consulting Group
California
$15K – – –
CCM
162
Cribstone Capital Management
Maine
$13K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$13K +$13K +238 New
S
164
SignatureFD
Georgia
$10K +$10K +173 New
CI
165
Conning Inc
Connecticut
$6K +$6K +115 New
MA
166
MUFG Americas
New York
$5K – – –
TIM
167
Tortoise Investment Management
New York
$5K – – –
GSWM
168
Golden State Wealth Management
California
$5K +$114 +2 +2%
EI
169
Ellevest Inc
New York
$5K +$5K +96 New
Citigroup
170
Citigroup
New York
$4K – – –
LF
171
Lee Financial
Texas
$4K – – –
CIAS
172
Capital Investment Advisory Services
North Carolina
$4K – – –
GWM
173
Geneos Wealth Management
Colorado
$4K – – –
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
HR
175
Howe & Rusling
New York
$3K +$3K +56 New
4 5 6
7
8