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iShares Core US REIT ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.11B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
3.73%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.3M
2
AA
Advisory Alpha
Michigan
+$16.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$13.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.8M
5
TC
TownSquare Capital
Utah
+$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$12M
2
HS
Horan Securities
United States
-$11M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.91M
4
FA
Fiducient Advisors
Illinois
-$9.5M
5
Bank of America
Bank of America
North Carolina
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$171M -$12M -229,743 -7%
CSIA
2
Charles Schwab Investment Advisory
California
$89.9M -$3.12M -59,520 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$71.8M +$10.8M +205,562 +18%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$54.9M +$3.3M +63,000 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.4M +$3.68M +70,266 +8%
FA
6
Fiducient Advisors
Illinois
$43.5M -$9.5M -181,208 -18%
TC
7
TownSquare Capital
Utah
$43M +$8.06M +153,879 +23%
MG
8
McCutchen Group
Washington
$37.7M +$607K +11,589 +2%
CL
9
Choreo LLC
Illinois
$32.9M +$859K +16,389 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$31.4M +$28.3M +526,646 +909%
EIG
11
Ellenbecker Investment Group
Wisconsin
$22.8M +$4.92M +93,827 +28%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$21.6M +$2.37M +45,251 +12%
Morgan Stanley
13
Morgan Stanley
New York
$20.1M +$2.92M +55,796 +17%
US Bancorp
14
US Bancorp
Minnesota
$17.2M +$365K +6,971 +2%
AA
15
Advisory Alpha
Michigan
$16.4M +$16.4M +313,676 New
CPCM
16
Cornerstone Partners Capital Management
Virginia
$16M – – –
MWM
17
Mission Wealth Management
California
$15M +$2.87M +54,791 +24%
HHGA
18
Halbert Hargrove Global Advisors
California
$15M +$1.21M +23,094 +9%
HPWM
19
Highland Private Wealth Management
Washington
$14.2M +$1.08M +20,575 +8%
SRSA
20
S.R. Schill & Associates
Washington
$14M +$246K +4,701 +2%
BIP
21
Blueprint Investment Partners
North Carolina
$13.6M +$13.6M +258,792 +99,154%
PWA
22
Peterson Wealth Advisors
Utah
$10.1M +$437K +8,341 +5%
RIM
23
Rockbridge Investment Management
New York
$9.69M +$890K +16,979 +10%
BFG
24
Barber Financial Group
Kansas
$9.62M -$191K -3,654 -2%
PFA
25
Pure Financial Advisors
California
$9.19M -$172K -3,283 -2%
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