USRT icon

iShares Core US REIT ETF

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
226
Jackson Grant Investment Advisers
Connecticut
$214K +$302 +6 +0.1%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$208K -$124K -2,451 -37%
IWM
228
IHT Wealth Management
Illinois
$207K +$207K +4,113 New
EIA
229
Eastover Investment Advisors
North Carolina
$205K +$205K +4,073 New
GT
230
Glenmede Trust
Pennsylvania
$203K
SS
231
Sunbelt Securities
Texas
$202K
WWM
232
Western Wealth Management
Colorado
$201K +$201K +3,998 New
PO
233
Private Ocean
California
$200K
GRP
234
Global Retirement Partners
California
$171K +$170K +3,427 +68,540%
MCA
235
Maryland Capital Advisors
Maryland
$147K -$1.97K -39 -1%
TAIM
236
TD Ameritrade Investment Management
Nebraska
$147K +$27.8K +550 +23%
LFG
237
Larson Financial Group
Missouri
$137K +$136K +2,707 +67,675%
SPIA
238
Steward Partners Investment Advisory
New York
$120K
BFO
239
Biltmore Family Office
North Carolina
$116K
VWM
240
Venturi Wealth Management
Texas
$114K +$114K +2,264 New
IA
241
IFP Advisors
Florida
$106K -$1.31M -27,320 -92%
RFG
242
RFP Financial Group
Georgia
$96.6K
CFFP
243
Center for Financial Planning
Michigan
$93.2K
FSWA
244
Financial Synergies Wealth Advisors
Texas
$87.4K +$554 +11 +0.6%
OCM
245
Orion Capital Management
California
$75.6K
CHC
246
City Holding Co
West Virginia
$73.1K
AWM
247
Avior Wealth Management
Nebraska
$73K +$555 +11 +0.8%
CSPAM
248
Cary Street Partners Asset Management
Virginia
$68.1K
IHWM
249
Iron Horse Wealth Management
Iowa
$67.9K -$706 -14 -1%
TIM
250
Tortoise Investment Management
New York
$64.5K