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iShares Core US REIT ETF
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Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$163M +$63.2M +1,614,291 +64%
BlackRock
2
BlackRock
New York
$124M +$21.8M +556,930 +21%
FA
3
Fiducient Advisors
Illinois
$32.9M +$6.67M +170,189 +25%
MG
4
McCutchen Group
Washington
$26.4M +$18.7M +476,156 +241%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M +$1.39M +35,420 +6%
TC
6
TownSquare Capital
Utah
$22.7M +$5.01M +122,353 +28%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$19.4M +$5.87M +149,986 +44%
JA
8
JOYN Advisors
Georgia
$17.8M -$781K -19,944 -4%
CL
9
Choreo LLC
Illinois
$14.9M +$4.4M +112,390 +42%
Wells Fargo
10
Wells Fargo
California
$14.6M -$590K -15,072 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$9.6M +$1.26M +32,106 +15%
SRSA
12
S.R. Schill & Associates
Washington
$8.97M +$3.37M +86,096 +60%
HPWM
13
Highland Private Wealth Management
Washington
$8.55M +$620K +15,819 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.08M +$6.39M +162,954 +378%
CP
15
CornerStone Partners
Virginia
$7.66M – – –
BFG
16
Barber Financial Group
Kansas
$7.58M -$3.67M -93,725 -33%
PFA
17
Pure Financial Advisors
California
$7.26M -$338K -8,617 -4%
Morgan Stanley
18
Morgan Stanley
New York
$6.92M -$5.72M -145,971 -45%
EFL
19
ERn Financial LLC
Wisconsin
$6.8M +$902K +23,030 +15%
US Bancorp
20
US Bancorp
Minnesota
$6.29M +$5.3M +135,333 +535%
Creative Planning
21
Creative Planning
Kansas
$6.15M -$839K -21,428 -12%
FIM
22
Freedom Investment Management
Connecticut
$6.11M +$525K +9,365 +9%
PWA
23
Peterson Wealth Advisors
Utah
$6.07M +$497K +12,681 +9%
LPL Financial
24
LPL Financial
California
$5.82M -$269K -6,879 -4%
EIG
25
Ellenbecker Investment Group
Wisconsin
$5.63M +$582K +14,852 +12%
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