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iShares Core US REIT ETF
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Overview Fund Activity

79 hedge funds and large institutions have $202M invested in iShares Core US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
23
Increased
28
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$71.7M
2
FA
Fiducient Advisors
Illinois
+$11.5M
3
BFG
Barber Financial Group
Kansas
+$7.1M
4
JA
JOYN Advisors
Georgia
+$6.76M
5
FIM
Freedom Investment Management
Connecticut
+$6.57M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$27.2M
2
HHGA
Halbert Hargrove Global Advisors
California
-$2.49M
3
Wells Fargo
Wells Fargo
California
-$2.23M
4
Jane Street
Jane Street
New York
-$1.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$74.6M +$71.7M +1,590,413 +2,455%
FA
2
Fiducient Advisors
Illinois
$11.5M +$11.5M +254,963 New
USAA
3
United Services Automobile Association
Texas
$10.3M – – –
JA
4
JOYN Advisors
Georgia
$9.95M +$6.76M +150,027 +212%
PFA
5
Pure Financial Advisors
California
$9.46M +$3.16M +70,150 +50%
BFG
6
Barber Financial Group
Kansas
$7.1M +$7.1M +157,461 New
FIM
7
Freedom Investment Management
Connecticut
$6.57M +$6.57M +145,737 New
ACM
8
AlphaStar Capital Management
North Carolina
$5.08M +$4.56M +101,111 +877%
CSIA
9
Charles Schwab Investment Advisory
California
$5.02M +$3.88M +86,152 +343%
Morgan Stanley
10
Morgan Stanley
New York
$4.68M +$2.29M +50,894 +96%
PWA
11
Peterson Wealth Advisors
Utah
$4.35M +$3.18M +70,544 +272%
BC
12
Brinker Capital
Pennsylvania
$3.93M +$3.93M +87,156 New
CL
13
Choreo LLC
Illinois
$3.3M +$2.61M +57,852 +378%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.29M +$1.79M +39,802 +120%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3M +$341K +7,564 +13%
WI
16
WrapManager Inc
California
$2.81M +$2.81M +62,385 New
WI
17
WBI Investments
New Jersey
$2.56M +$2.56M +56,800 New
MFT
18
Moisand Fitzgerald Tamayo
Florida
$2.56M +$2.56M +56,712 New
UBS Group
19
UBS Group
Switzerland
$2.44M +$2.13M +47,346 +690%
MAS
20
Managed Account Services
Florida
$2.4M +$1.32M +29,347 +123%
DADC
21
D.A. Davidson & Co
Montana
$2.38M +$274K +6,081 +13%
FI
22
FormulaFolio Investments
Michigan
$2.27M -$27.2M -604,019 -92%
Wells Fargo
23
Wells Fargo
California
$2.14M -$2.23M -49,566 -51%
RA
24
RFG Advisory
Alabama
$1.98M +$1.14M +25,310 +135%
SWM
25
SigFig Wealth Management
California
$1.65M +$1.65M +36,628 New
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