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iShares Core US REIT ETF
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Overview Fund Activity

23 hedge funds and large institutions have $13.2M invested in iShares Core US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
7
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
$1.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$964K
3
SG Americas Securities
SG Americas Securities
New York
$3.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$408K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$132K

Top Sellers

1
TH
Timber Hill
Connecticut
$0
2
Bank of America
Bank of America
North Carolina
$958K
3
Morgan Stanley
Morgan Stanley
New York
$1.53M
4
VKH
Virtu KCG Holdings
New York
$0
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
1
SG Americas Securities
New York
$3.12M +$923K +22,494 +42%
Morgan Stanley
2
Morgan Stanley
New York
$1.53M -$535K -13,035 -26%
HHGA
3
Halbert Hargrove Global Advisors
California
$1.44M +$451 +11 +0%
U
4
UBS
Switzerland
$1.37M +$1.14M +27,790 +500%
Wells Fargo
5
Wells Fargo
California
$1.27M -$65K -1,584 -5%
LPL Financial
6
LPL Financial
California
$1.18M -$5.83K -142 -0.5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$964K +$964K +23,488 New
Bank of America
8
Bank of America
North Carolina
$958K -$1.08M -26,277 -53%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$408K +$60.8K +1,481 +18%
RIA
10
Regal Investment Advisors
Michigan
$350K -$61.7K -1,504 -15%
AA
11
AlphaMark Advisors
Kentucky
$210K +$10.2K +250 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$132K +$16.5K +404 +14%
Ameriprise
13
Ameriprise
Minnesota
$79K +$7.92K +193 +11%
KIG
14
Kessler Investment Group
Indiana
$47K – – –
DADC
15
D.A. Davidson & Co
Montana
$39K – – –
US Bancorp
16
US Bancorp
Minnesota
$23K -$4.6K -110 -17%
AIG
17
American International Group
New York
$16.4K – – –
MFS
18
MSI Financial Services
Massachusetts
$14K – – –
Citigroup
19
Citigroup
New York
$8K – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6K – – –
FAM
21
Formidable Asset Management
Ohio
$5K – – –
Brown Advisory
22
Brown Advisory
Maryland
$5K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2K – – –
TH
24
Timber Hill
Connecticut
– -$1.87M -49,259 Closed
VKH
25
Virtu KCG Holdings
New York
– -$334K -8,785 Closed
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