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iShares Core US REIT ETF
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Overview Fund Activity

28 hedge funds and large institutions have $20.5M invested in iShares Core US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
6
Reduced
8
Closed
5
Calls
–
Puts
$31.7M
Net Calls
-$31.7M
Net Calls Change
-$31.7M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
Jane Street
Jane Street
New York
+$635K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$168K
5
RIA
Regal Investment Advisors
Michigan
+$148K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$538K
2
Bank of America
Bank of America
North Carolina
-$331K
3
HHGA
Halbert Hargrove Global Advisors
California
-$109K
4
AA
AlphaMark Advisors
Kentucky
-$89.6K
5
LPL Financial
LPL Financial
California
-$73.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.48M -$331K -6,823 -9%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$2.43M +$2.43M +50,000 New
SG Americas Securities
3
SG Americas Securities
New York
$1.93M – – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.77M +$1.77M +36,516 New
HHGA
5
Halbert Hargrove Global Advisors
California
$1.7M -$109K -2,239 -6%
ALA
6
Atherton Lane Advisers
California
$1.6M -$31.6K -650 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.36M -$538K -11,064 -28%
LPL Financial
8
LPL Financial
California
$1.11M -$73.5K -1,520 -6%
Wells Fargo
9
Wells Fargo
California
$821K -$6.02K -124 -0.7%
1IA
10
1834 Investment Advisors
Wisconsin
$805K – – –
Jane Street
11
Jane Street
New York
$635K +$635K +13,073 New
RIA
12
Regal Investment Advisors
Michigan
$586K +$148K +3,040 +34%
UBS Group
13
UBS Group
Switzerland
$523K -$3.06K -63 -0.6%
AAM
14
Aureus Asset Management
Massachusetts
$416K +$32.3K +665 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$373K +$168K +3,457 +82%
TH
16
Timber Hill
Connecticut
$342K +$58.9K +1,213 +21%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$275K +$52.3K +1,075 +23%
AA
18
AlphaMark Advisors
Kentucky
$149K -$89.6K -1,850 -38%
DADC
19
D.A. Davidson & Co
Montana
$46K – – –
AIG
20
American International Group
New York
$38.9K – – –
Creative Planning
21
Creative Planning
Kansas
$32K +$32K +669 New
AP
22
Advisors Preferred
Maryland
$31.9K +$31.9K +658 New
US Bancorp
23
US Bancorp
Minnesota
$27K – – –
MFS
24
MSI Financial Services
Massachusetts
$17K – – –
Citigroup
25
Citigroup
New York
$12K +$2.04K +41 +21%
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