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iShares Core US REIT ETF
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Overview Fund Activity

215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+35
Holders Change %
+19.44%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
50
Increased
88
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
MG
McCutchen Group
Washington
+$5.34M
5
Bank of America
Bank of America
North Carolina
+$5.23M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$31M
2
B
Barings
North Carolina
-$8.83M
3
AUB
Atlantic Union Bankshares
Virginia
-$4.97M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.8M
5
Jane Street
Jane Street
New York
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
151
Avalon Investment & Advisory
Texas
$270K -$679K -12,437 -72%
CA
152
Cetera Advisors
Colorado
$252K +$25.6K +470 +11%
PFS
153
Prospera Financial Services
Texas
$245K -$62.5K -1,144 -20%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$8.52K +156 +4%
HHGA
155
Halbert Hargrove Global Advisors
California
$225K +$225K +4,125 New
CAL
156
Capital Advisors Ltd
Ohio
$224K +$981 +18 +0.4%
JGIA
157
Jackson Grant Investment Advisers
Connecticut
$223K +$36.4K +667 +19%
TP
158
Tranquility Partners
Tennessee
$218K – – –
KBFS
159
Kohmann Bosshard Financial Services
Ohio
$217K – – –
SW
160
SkyOak Wealth
Michigan
$207K +$207K +3,784 New
FIM
161
Frontier Investment Management
Texas
$201K +$201K +3,676 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$161K – – –
PI
163
PineBridge Investments
New York
$109K – – –
CFFP
164
Center for Financial Planning
Michigan
$109K +$109K +2,000 New
EIP
165
Ellis Investment Partners
Pennsylvania
$103K +$2.77K +52 +3%
SFS
166
Sowell Financial Services
Arkansas
$89K -$114K -2,092 -56%
CHC
167
City Holding Co
West Virginia
$88K – – –
AWM
168
Avior Wealth Management
Nebraska
$86K +$4.79K +88 +6%
VCP
169
Verus Capital Partners
Arizona
$83K +$83K +1,523 New
NFG
170
Next Financial Group
Texas
$75K -$578K -10,649 -89%
PC
171
Permanens Capital
New York
$70K – – –
AF
172
Allworth Financial
California
$65K +$65K +1,195 New
TFO
173
Tarbox Family Office
California
$63K – – –
CAC
174
Certified Advisory Corp
Florida
$62K +$36.5K +669 +143%
FGAM
175
Financial Gravity Asset Management
Texas
$55K +$22K +435 +67%
5 6
7
8 9