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iShares Core US REIT ETF
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Overview Fund Activity

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$59M
2
AUB
Atlantic Union Bankshares
Virginia
$18.7M
3
BlackRock
BlackRock
New York
$129M
4
B
Barings
North Carolina
$8.83M
5
PFG
Pacific Financial Group
Washington
$7.53M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$0
2
CSIA
Charles Schwab Investment Advisory
California
$146M
3
BFG
Barber Financial Group
Kansas
$19.8M
4
Jane Street
Jane Street
New York
$4M
5
Morgan Stanley
Morgan Stanley
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$146M -$7.44M -133,863 -5%
BlackRock
2
BlackRock
New York
$129M +$15.6M +280,171 +14%
Victory Capital Management
3
Victory Capital Management
Texas
$59M +$59M +1,062,198 New
FA
4
Fiducient Advisors
Illinois
$36.8M +$4.73M +85,223 +15%
JA
5
JOYN Advisors
Georgia
$27.4M +$1.12M +20,154 +4%
TC
6
TownSquare Capital
Utah
$22.2M +$1.57M +28,712 +8%
Wells Fargo
7
Wells Fargo
California
$20.7M +$553K +9,947 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.2M +$2.57M +46,300 +15%
BFG
9
Barber Financial Group
Kansas
$19.8M -$5.66M -101,903 -22%
AUB
10
Atlantic Union Bankshares
Virginia
$18.7M +$18.7M +336,662 New
Morgan Stanley
11
Morgan Stanley
New York
$16.6M -$3.95M -71,139 -19%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$15.8M +$5.2M +93,672 +49%
CL
13
Choreo LLC
Illinois
$13.3M +$872K +15,700 +7%
FI
14
FormulaFolio Investments
Michigan
$13.2M +$2.14M +38,541 +19%
Bank of America
15
Bank of America
North Carolina
$11.2M +$2.91M +52,297 +35%
PFA
16
Pure Financial Advisors
California
$11M -$710K -12,776 -6%
HPWM
17
Highland Private Wealth Management
Washington
$9.82M +$4.08M +73,358 +71%
Creative Planning
18
Creative Planning
Kansas
$9.25M +$2.47M +44,473 +36%
B
19
Barings
North Carolina
$8.83M +$8.19M +147,435 +1,282%
RFM
20
Royal Fund Management
Florida
$8.65M +$983K +17,687 +13%
ACM
21
AlphaStar Capital Management
North Carolina
$8.62M -$1.59M -28,596 -16%
PWA
22
Peterson Wealth Advisors
Utah
$7.86M +$1.94K +35 +0%
SRSA
23
S.R. Schill & Associates
Washington
$7.74M +$3.14M +56,517 +68%
PFG
24
Pacific Financial Group
Washington
$7.53M +$7.53M +144,713 New
LPL Financial
25
LPL Financial
California
$7.4M +$1.41M +25,379 +24%
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