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iShares Core US REIT ETF
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Overview Fund Activity

215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+35
Holders Change %
+19.44%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
50
Increased
88
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$143M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
4
MG
McCutchen Group
Washington
$10.8M
5
Bank of America
Bank of America
North Carolina
$16.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$27M
2
B
Barings
North Carolina
$0
3
AUB
Atlantic Union Bankshares
Virginia
$13.4M
4
CSIA
Charles Schwab Investment Advisory
California
$139M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$143M +$16.2M +296,587 +13%
CSIA
2
Charles Schwab Investment Advisory
California
$139M -$4.8M -87,863 -3%
FA
3
Fiducient Advisors
Illinois
$36.6M +$421K +7,719 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.6M +$11.8M +215,380 +59%
Victory Capital Management
5
Victory Capital Management
Texas
$27M -$31M -567,918 -53%
JA
6
JOYN Advisors
Georgia
$25.9M -$940K -17,221 -3%
TC
7
TownSquare Capital
Utah
$23.5M +$1.31M +23,986 +6%
Wells Fargo
8
Wells Fargo
California
$21.1M +$769K +14,081 +4%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$18.8M +$3.29M +60,201 +21%
CIA
10
Compass Ion Advisors
Pennsylvania
$18M +$18M +329,916 New
Morgan Stanley
11
Morgan Stanley
New York
$17.6M +$1.3M +23,753 +8%
Bank of America
12
Bank of America
North Carolina
$16.2M +$5.23M +95,799 +47%
BFG
13
Barber Financial Group
Kansas
$15.7M -$3.75M -68,750 -19%
FI
14
FormulaFolio Investments
Michigan
$15.1M +$2.1M +38,521 +16%
CL
15
Choreo LLC
Illinois
$14.6M +$1.51M +27,613 +11%
AUB
16
Atlantic Union Bankshares
Virginia
$13.4M -$4.97M -91,082 -27%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$11.6M +$11.6M +211,597 +16,767%
HPWM
18
Highland Private Wealth Management
Washington
$11.1M +$1.4M +25,666 +15%
MG
19
McCutchen Group
Washington
$10.8M +$5.34M +97,894 +98%
CP
20
CornerStone Partners
Virginia
$10.7M +$10.7M +195,636 New
PFA
21
Pure Financial Advisors
California
$10.6M -$205K -3,748 -2%
Creative Planning
22
Creative Planning
Kansas
$9.74M +$656K +12,017 +7%
PFG
23
Pacific Financial Group
Washington
$9.15M +$1.25M +22,882 +16%
LPL Financial
24
LPL Financial
California
$8.49M +$1.21M +22,234 +17%
ACM
25
AlphaStar Capital Management
North Carolina
$8.46M -$15.1K -276 -0.2%
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