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iShares Core US REIT ETF
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Overview Fund Activity

27 hedge funds and large institutions have $16M invested in iShares Core US REIT ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
8
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.71M
2
AAM
Aureus Asset Management
Massachusetts
$373K
3
HHGA
Halbert Hargrove Global Advisors
California
$1.76M
4
1IA
1834 Investment Advisors
Wisconsin
$783K
5
NPC
National Planning Corporation
California
$22.2K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
AGM
Alpine Global Management
New York
$0
3
Wells Fargo
Wells Fargo
California
$805K
4
TH
Timber Hill
Connecticut
$275K
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.71M +$2.72M +57,607 +275%
SG Americas Securities
2
SG Americas Securities
New York
$1.87M +$3.92K +83 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$1.85M -$19.2K -407 -1%
HHGA
4
Halbert Hargrove Global Advisors
California
$1.76M +$107K +2,257 +6%
ALA
5
Atherton Lane Advisers
California
$1.59M -$26.2K -555 -2%
LPL Financial
6
LPL Financial
California
$1.15M -$14.5K -306 -1%
Wells Fargo
7
Wells Fargo
California
$805K -$848K -17,931 -51%
1IA
8
1834 Investment Advisors
Wisconsin
$783K +$26K +550 +3%
UBS Group
9
UBS Group
Switzerland
$512K +$512K +10,841 New
RIA
10
Regal Investment Advisors
Michigan
$426K +$7.98K +169 +2%
AAM
11
Aureus Asset Management
Massachusetts
$373K +$373K +7,892 New
TH
12
Timber Hill
Connecticut
$275K -$300K -6,359 -52%
AA
13
AlphaMark Advisors
Kentucky
$233K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$216K +$13.6K +287 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$200K +$18.9K +400 +10%
KIG
16
Kessler Investment Group
Indiana
$54K – – –
DADC
17
D.A. Davidson & Co
Montana
$45K – – –
AIG
18
American International Group
New York
$37.8K – – –
US Bancorp
19
US Bancorp
Minnesota
$26K – – –
NPC
20
National Planning Corporation
California
$22.2K +$22.2K +453 New
MFS
21
MSI Financial Services
Massachusetts
$16K – – –
Citigroup
22
Citigroup
New York
$9K – – –
FAM
23
Formidable Asset Management
Ohio
$6K – – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2K +$41 +1 +2%
PG
25
Patten Group
Tennessee
$2K +$2K +50 New
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