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iShares Core US REIT ETF
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Overview Fund Activity

66 hedge funds and large institutions have $98.6M invested in iShares Core US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+23
Holders Change %
+53.49%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$32.5M
2
PFA
Pure Financial Advisors
California
$6.94M
3
JA
JOYN Advisors
Georgia
$3.51M
4
HHGA
Halbert Hargrove Global Advisors
California
$3.29M
5
BlackRock
BlackRock
New York
$3.21M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$562K
2
PAG
Private Advisor Group
New Jersey
$0
3
USAA
United Services Automobile Association
Texas
$11.3M
4
DADC
D.A. Davidson & Co
Montana
$2.31M
5
Morgan Stanley
Morgan Stanley
New York
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$32.5M +$32.5M +654,270 New
USAA
2
United Services Automobile Association
Texas
$11.3M -$322K -6,500 -3%
PFA
3
Pure Financial Advisors
California
$6.94M +$6.94M +139,845 New
Wells Fargo
4
Wells Fargo
California
$4.81M +$1.34M +27,001 +39%
JA
5
JOYN Advisors
Georgia
$3.51M +$3.51M +70,821 New
HHGA
6
Halbert Hargrove Global Advisors
California
$3.29M +$2.45M +49,452 +294%
BlackRock
7
BlackRock
New York
$3.21M +$2.28M +46,002 +245%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.93M +$271K +5,454 +10%
Morgan Stanley
9
Morgan Stanley
New York
$2.62M -$145K -2,929 -5%
DADC
10
D.A. Davidson & Co
Montana
$2.31M -$216K -4,358 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.65M +$1.39M +28,028 +534%
Jane Street
12
Jane Street
New York
$1.64M +$1.64M +33,004 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.49M +$1.34M +26,940 +885%
PWA
14
Peterson Wealth Advisors
Utah
$1.29M +$1.29M +25,922 New
CSIA
15
Charles Schwab Investment Advisory
California
$1.25M +$1.25M +25,120 New
MAS
16
Managed Account Services
Florida
$1.18M +$1.18M +23,818 New
DSN
17
D. Scott Neal
Kentucky
$1.13M +$1.13M +22,849 New
LPL Financial
18
LPL Financial
California
$1.13M +$400K +8,060 +55%
Axa
19
Axa
France
$1.03M +$1.03M +20,740 New
KM
20
Kalos Management
Georgia
$954K -$74.2K -1,507 -7%
RA
21
RFG Advisory
Alabama
$927K +$927K +18,684 New
1IA
22
1834 Investment Advisors
Wisconsin
$880K -$26.3K -530 -3%
Bank of America
23
Bank of America
North Carolina
$864K +$165K +3,329 +24%
CL
24
Choreo LLC
Illinois
$758K +$758K +15,286 New
RIA
25
Regal Investment Advisors
Michigan
$675K +$45.3K +912 +7%
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