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iShares Core US REIT ETF
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Overview Fund Activity

31 hedge funds and large institutions have $13.9M invested in iShares Core US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.32M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.35M
3
SG Americas Securities
SG Americas Securities
New York
$1.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$535K
5
HHGA
Halbert Hargrove Global Advisors
California
$1.27M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$0
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$894K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.32M +$1.61M +33,113 +228%
KM
2
Kalos Management
Georgia
$1.42M -$34.8K -713 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.35M +$1.19M +24,438 +769%
HHGA
4
Halbert Hargrove Global Advisors
California
$1.27M +$412K +8,450 +48%
SG Americas Securities
5
SG Americas Securities
New York
$1.17M +$976K +20,000 +500%
Bank of America
6
Bank of America
North Carolina
$894K -$614K -12,590 -41%
1IA
7
1834 Investment Advisors
Wisconsin
$858K +$39.5K +810 +5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$836K +$183K +3,750 +28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$535K +$535K +10,973 New
RIA
10
Regal Investment Advisors
Michigan
$370K +$15.4K +315 +4%
Ameriprise
11
Ameriprise
Minnesota
$362K +$362K +7,422 New
UBS Group
12
UBS Group
Switzerland
$361K +$5.71K +117 +2%
TH
13
Timber Hill
Connecticut
$338K +$29.6K +606 +10%
LPL Financial
14
LPL Financial
California
$330K +$66.3K +1,354 +25%
HighTower Advisors
15
HighTower Advisors
Illinois
$327K +$327K +6,683 New
Wells Fargo
16
Wells Fargo
California
$308K +$11.6K +238 +4%
MFS
17
MSI Financial Services
Massachusetts
$297K +$52.3K +1,072 +21%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$213K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$102K -$363K -7,475 -78%
DADC
20
D.A. Davidson & Co
Montana
$75K – – –
AG
21
Advisor Group
Arizona
$54K -$4.91K -100 -8%
GWM
22
Geneos Wealth Management
Colorado
$28K +$1.21K +25 +4%
Creative Planning
23
Creative Planning
Kansas
$24K – – –
IA
24
IFP Advisors
Florida
$24K +$49 +1 +0.2%
BlackRock
25
BlackRock
New York
$23K +$96 +2 +0.4%
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