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iShares Core US REIT ETF
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Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
Larson Financial Group
Missouri
$2K +$528 +14 +36%
OPS
202
Orion Portfolio Solutions
Nebraska
$1K +$1K +38 New
Victory Capital Management
203
Victory Capital Management
Texas
– -$27M -494,280 Closed
PFG
204
Pacific Financial Group
Washington
– -$9.15M -167,595 Closed
JWCA
205
J.W. Cole Advisors
Florida
– -$2.88M -52,819 Closed
MUAMU
206
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$2.36M -43,300 Closed
FFC
207
Fure Financial Corporation
Minnesota
– -$2.27M -41,650 Closed
NA
208
NewEdge Advisors
Louisiana
– -$2.04M -37,281 Closed
Voloridge Investment Management
209
Voloridge Investment Management
Florida
– -$1.86M -34,078 Closed
DSN
210
D. Scott Neal
Kentucky
– -$1.78M -32,512 Closed
FCIM
211
Fairview Capital Investment Management
California
– -$1.71M -31,300 Closed
IAA
212
Ironsides Asset Advisors
North Carolina
– -$1.61M -29,500 Closed
ACP
213
Aveo Capital Partners
Colorado
– -$1.6M -29,297 Closed
KM
214
Kalos Management
Georgia
– -$1.12M -20,565 Closed
PAG
215
Private Advisor Group
New Jersey
– -$1.12M -20,518 Closed
IAA
216
Independent Advisor Alliance
North Carolina
– -$833K -15,251 Closed
WEPOG
217
Wealth Enhancement & Preservation of GA
Georgia
– -$663K -12,520 Closed
AI
218
Atria Investments
North Carolina
– -$638K -11,683 Closed
RA
219
RFG Advisory
Alabama
– -$568K -10,411 Closed
AA
220
Alesco Advisors
New York
– -$428K -7,849 Closed
SSWG
221
Seven Springs Wealth Group
Tennessee
– -$366K -6,700 Closed
WWM
222
WT Wealth Management
Arizona
– -$343K -6,300 Closed
UCFA
223
United Capital Financial Advisors
Texas
– -$292K -5,341 Closed
SWM
224
Sanctuary Wealth Management
Idaho
– -$274K -5,019 Closed
AIA
225
Avalon Investment & Advisory
Texas
– -$270K -4,949 Closed
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