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iShares Core US REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
$12.6M
4
CP
CornerStone Partners
Virginia
$13.4M
5
FA
Fiducient Advisors
Illinois
$33.9M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CSIA
Charles Schwab Investment Advisory
California
$81.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$487K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17K
5
BO
Bank OZK
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$181M -$20M -458,240 -10%
CSIA
2
Charles Schwab Investment Advisory
California
$81.9M -$5.4M -123,404 -6%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$40M +$18.4M +420,690 +85%
FA
4
Fiducient Advisors
Illinois
$33.9M +$3.97M +90,663 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.6M +$2.72M +62,098 +9%
MG
6
McCutchen Group
Washington
$30.4M +$123K +2,819 +0.4%
TC
7
TownSquare Capital
Utah
$29.3M +$1.58M +34,465 +6%
CL
8
Choreo LLC
Illinois
$24.9M +$3.16M +72,212 +15%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$13.9M +$1.48M +33,786 +12%
Morgan Stanley
10
Morgan Stanley
New York
$13.8M -$478K -10,932 -3%
US Bancorp
11
US Bancorp
Minnesota
$13.6M +$661K +15,102 +5%
CP
12
CornerStone Partners
Virginia
$13.4M +$4.8M +109,717 +56%
BIP
13
Blueprint Investment Partners
North Carolina
$12.6M +$7.99M +165,045 +173%
SRSA
14
S.R. Schill & Associates
Washington
$11.4M +$261K +5,976 +2%
HPWM
15
Highland Private Wealth Management
Washington
$10.6M +$629K +14,387 +6%
EIG
16
Ellenbecker Investment Group
Wisconsin
$10.5M +$3.33M +76,171 +47%
HHGA
17
Halbert Hargrove Global Advisors
California
$9.43M +$1.16M +26,587 +14%
HS
18
Horan Securities
United States
$9.15M +$652K +14,901 +8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.86M +$8.86M +202,555 New
BFG
20
Barber Financial Group
Kansas
$8.82M -$156K -3,564 -2%
MWM
21
Mission Wealth Management
California
$8.13M +$2.58M +59,072 +47%
PFA
22
Pure Financial Advisors
California
$7.87M -$316K -7,223 -4%
PWA
23
Peterson Wealth Advisors
Utah
$7.6M +$202K +4,614 +3%
Creative Planning
24
Creative Planning
Kansas
$6.33M -$172K -3,928 -3%
EFL
25
ERn Financial LLC
Wisconsin
$6.3M +$75.5K +1,727 +1%
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