USRT icon

iShares Core US REIT ETF
USRT

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 %
SCM
226
Southport Capital Management
Tennessee
– -$225K -4,649 Closed
RA
227
RFG Advisory
Alabama
– -$214K -4,533 Closed
FWM
228
ForthRight Wealth Management
Georgia
– -$81K -1,669 Closed
BCA
229
Berman Capital Advisors
Georgia
– -$58K -1,218 Closed
APA
230
American Portfolios Advisors
New York
– -$7.75K -160 Closed
FCH
231
Freestone Capital Holdings
Washington
– -$7.46K -154 Closed
SIM
232
Sonora Investment Management
Arizona
– -$4K -76 Closed
6 7 8 9
10