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iShares Core US REIT ETF
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Overview Fund Activity

138 hedge funds and large institutions have $457M invested in iShares Core US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
44
Increased
50
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$134M
2
BlackRock
BlackRock
New York
$60.2M
3
RWM
Ritholtz Wealth Management
New York
$4.39M
4
RJA
Raymond James & Associates
Florida
$7.79M
5
Wells Fargo
Wells Fargo
California
$5.47M

Top Sellers

1
AA
Advisory Alpha
Michigan
$0
2
Bank of America
Bank of America
North Carolina
$3.14M
3
JA
JOYN Advisors
Georgia
$15.1M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
ACM
AlphaStar Capital Management
North Carolina
$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$134M +$128M +2,859,264 +2,162%
BlackRock
2
BlackRock
New York
$60.2M +$10.2M +227,451 +20%
LNC
3
Lincoln National Corp
Pennsylvania
$29.1M -$1.29M -28,692 -4%
USAA
4
United Services Automobile Association
Texas
$25.4M +$705K +15,710 +3%
JA
5
JOYN Advisors
Georgia
$15.1M -$3.67M -81,763 -19%
TC
6
TownSquare Capital
Utah
$11.7M +$11.7M +231,153 New
FA
7
Fiducient Advisors
Illinois
$11.3M -$444K -9,904 -4%
PFA
8
Pure Financial Advisors
California
$10.3M +$274K +6,113 +3%
RJA
9
Raymond James & Associates
Florida
$7.79M +$3.52M +78,398 +82%
BFG
10
Barber Financial Group
Kansas
$7.21M -$116K -2,592 -2%
Morgan Stanley
11
Morgan Stanley
New York
$7.08M -$697K -15,541 -9%
FIM
12
Freedom Investment Management
Connecticut
$5.89M -$983K -21,925 -14%
PWA
13
Peterson Wealth Advisors
Utah
$5.73M +$688K +15,337 +14%
Wells Fargo
14
Wells Fargo
California
$5.47M +$3.25M +72,520 +147%
CL
15
Choreo LLC
Illinois
$5.15M +$1.47M +32,795 +40%
LPL Financial
16
LPL Financial
California
$4.99M +$1.15M +25,691 +30%
ACM
17
AlphaStar Capital Management
North Carolina
$4.54M -$1.56M -34,746 -26%
RWM
18
Ritholtz Wealth Management
New York
$4.39M +$4.14M +92,219 +1,624%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.9M +$1.98M +44,043 +103%
CM
20
Cornerstone Management
Georgia
$3.84M +$213K +4,759 +6%
FI
21
FormulaFolio Investments
Michigan
$3.49M – – –
MG
22
McCutchen Group
Washington
$3.24M +$3.24M +72,144 New
MAS
23
Managed Account Services
Florida
$3.15M +$317K +6,623 +11%
Bank of America
24
Bank of America
North Carolina
$3.14M -$3.81M -84,907 -55%
CWSR
25
Chessman Wealth Strategies RIA
Texas
$2.83M +$2.81M +62,743 +14,833%
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