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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 %
SPIA
176
Steward Partners Investment Advisory
New York
$53K – – –
WPA
177
West Paces Advisors
Georgia
$42.4K -$16.2K -296 -28%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$42K +$41.8K +764 +25,467%
AIC
179
Archer Investment Corporation
Indiana
$38K – – –
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$36K – – –
OSNBOA
181
Old Second National Bank of Aurora
Illinois
$36K +$3.26K +60 +10%
VFA
182
Valeo Financial Advisors
Indiana
$35K +$35K +650 New
LWA
183
Lowe Wealth Advisors
Maryland
$33K – – –
CAAS
184
Capital Asset Advisory Services
Michigan
$33K +$33K +583 New
HI
185
Hoey Investments
Pennsylvania
$25K +$25K +450 New
AA
186
AlphaMark Advisors
Kentucky
$22K – – –
VCM
187
Vigilant Capital Management
Maine
$21K +$21K +388 New
BCA
188
Bray Capital Advisors
Florida
$17K – – –
SMFS
189
Squar Milner Financial Services
California
$17K +$17K +320 New
WCG
190
Weaver Consulting Group
California
$16K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$13K – – –
TCOV
192
Trust Company of Vermont
Vermont
$12K +$12K +225 New
PP
193
Pacifica Partners
Canada
$11K +$11K +200 New
CFGS
194
Concourse Financial Group Securities
Alabama
$11K +$11K +207 New
APA
195
American Portfolios Advisors
New York
$8.73K +$8.73K +160 New
HR
196
Howe & Rusling
New York
$7K +$3.76K +65 +116%
LGWM
197
Litman Gregory Wealth Management
California
$7K +$7K +127 New
TIM
198
Tortoise Investment Management
New York
$5K – – –
MA
199
MUFG Americas
New York
$5K – – –
EI
200
Ellevest Inc
New York
$5K – – –
5 6 7
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