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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 %
TRCT
201
Tower Research Capital (TRC)
New York
$10K -$965K -19,292 -99%
AIC
202
Ameritas Investment Company
Nebraska
$7.34K +$7.34K +140 New
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$7K +$7K +146 New
BW
204
Bison Wealth
Georgia
$6K – – –
GWM
205
Geneos Wealth Management
Colorado
$5K – – –
EVM
206
Eaton Vance Management
Massachusetts
$5K +$5K +100 New
HWMA
207
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +84 New
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
Citigroup
209
Citigroup
New York
$1K -$6.63K -179 -87%
LFG
210
Larson Financial Group
Missouri
$1K -$91 -1 -8%
TWA
211
TCI Wealth Advisors
Arizona
$1K – – –
BFC
212
Bedel Financial Consulting
Indiana
$1K +$1K +21 New
FGAM
213
Financial Gravity Asset Management
Texas
$62 -$1.12K -18 -95%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
– -$9.91M -204,602 Closed
SC
215
Scotia Capital
Ontario, Canada
– -$1.76M -36,356 Closed
KWM
216
Kingsview Wealth Management
Oregon
– -$1.32M -27,182 Closed
BAM
217
Belpointe Asset Management
Nevada
– -$1.05M -21,750 Closed
MA
218
MCF Advisors
Kentucky
– -$974K -20,116 Closed
SS
219
Simplicity Solutions
Minnesota
– -$875K -18,077 Closed
KAS
220
Kestra Advisory Services
Texas
– -$789K -16,453 Closed
FAIM
221
Financial Advocates Investment Management
Washington
– -$726K -8,570 Closed
AAS
222
Avantax Advisory Services
Texas
– -$322K -6,656 Closed
AFAS
223
Acorn Financial Advisory Services
Virginia
– -$302K -6,257 Closed
CW
224
CreativeOne Wealth
Kansas
– -$246K -5,075 Closed
UCFA
225
United Capital Financial Advisors
Texas
– -$242K -4,991 Closed
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