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iShares Core US REIT ETF
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Overview Fund Activity

206 hedge funds and large institutions have $966M invested in iShares Core US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
42
Increased
78
Reduced
61
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$56.4M
3
FA
Fiducient Advisors
Illinois
$48.9M
4
Bank of America
Bank of America
North Carolina
$14.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
BlackRock
BlackRock
New York
$169M
2
BIP
Blueprint Investment Partners
North Carolina
$12.6K
3
CSIA
Charles Schwab Investment Advisory
California
$85.9M
4
RFM
Royal Fund Management
Florida
$0
5
CCP
Cardan Capital Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$169M -$31M -640,768 -15%
CSIA
2
Charles Schwab Investment Advisory
California
$85.9M -$4.74M -97,938 -5%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$56.4M +$12.1M +250,250 +27%
FA
4
Fiducient Advisors
Illinois
$48.9M +$11.4M +234,962 +30%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$47.7M +$46.2M +954,712 +3,182%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$41.3M +$5.25M +108,538 +15%
MG
7
McCutchen Group
Washington
$34.3M +$638K +13,170 +2%
TC
8
TownSquare Capital
Utah
$32.2M +$1.3M +26,891 +4%
CL
9
Choreo LLC
Illinois
$29.6M +$2.09M +43,180 +8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$17.7M +$2.31M +47,741 +15%
EIG
11
Ellenbecker Investment Group
Wisconsin
$16.5M +$4.89M +101,112 +42%
Morgan Stanley
12
Morgan Stanley
New York
$15.9M +$641K +13,248 +4%
US Bancorp
13
US Bancorp
Minnesota
$15.6M +$485K +10,015 +3%
CPCM
14
Cornerstone Partners Capital Management
Virginia
$14.8M +$14.8M +305,353 New
Bank of America
15
Bank of America
North Carolina
$14.7M +$9.58M +197,944 +188%
HHGA
16
Halbert Hargrove Global Advisors
California
$12.7M +$2.26M +46,779 +22%
SRSA
17
S.R. Schill & Associates
Washington
$12.7M +$629 +13 +0%
HPWM
18
Highland Private Wealth Management
Washington
$12.1M +$406K +8,383 +3%
MWM
19
Mission Wealth Management
California
$11.2M +$2.21M +45,604 +25%
HS
20
Horan Securities
United States
$10.5M +$378K +7,804 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$9.91M +$99.1K +2,047 +1%
BFG
22
Barber Financial Group
Kansas
$9.06M -$697K -14,388 -7%
PWA
23
Peterson Wealth Advisors
Utah
$8.94M +$538K +11,112 +6%
PFA
24
Pure Financial Advisors
California
$8.65M -$56.4K -1,166 -0.6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.16M +$4.28M +88,491 +110%
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