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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 %
Deutsche Bank
176
Deutsche Bank
Germany
$42K +$42K +798 New
VFA
177
Valeo Financial Advisors
Indiana
$38K +$209 +4 +0.6%
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$38K +731 New
AIA
179
Armor Investment Advisors
North Carolina
$37K – – –
AIC
180
Archer Investment Corporation
Indiana
$36.3K – – –
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$36K +$36K +696 New
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$34K +$34K +655 New
LWA
183
Lowe Wealth Advisors
Maryland
$32K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$27K – – –
IA
185
IFP Advisors
Florida
$25K -$60.8K -1,173 -71%
CP
186
Corbenic Partners
Pennsylvania
$23K -$6.81K -132 -23%
ARMC
187
American Research & Management Company
Massachusetts
$21K – – –
BCA
188
Bray Capital Advisors
Florida
$21K – – –
MCC
189
Money Concepts Capital
Florida
$20K – – –
BAMG
190
Brand Asset Management Group
Missouri
$20K – – –
DI
191
Disciplined Investments
Oklahoma
$20K – – –
BFEC
192
Benjamin F. Edwards & Company
Missouri
$19K – – –
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$18K -$2.66K -51 -13%
CWC
194
Carolinas Wealth Consulting
North Carolina
$18K – – –
GI
195
Gradient Investments
Minnesota
$17K +$8.37K +159 +97%
MA
196
MUFG Americas
New York
$16K – – –
RPCA
197
Running Point Capital Advisors
California
$16K – – –
PWM
198
Prentice Wealth Management
New York
$15K +$15K +280 New
TCOV
199
Trust Company of Vermont
Vermont
$12K – – –
PP
200
Pacifica Partners
Canada
$11K – – –
6 7
8
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