USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$141M
2
SLI
Sumitomo Life Insurance
Japan
+$8.9M
3
US Bancorp
US Bancorp
Minnesota
+$7.5M
4
MWM
Merriman Wealth Management
Washington
+$6.46M
5
HFS
Heritage Financial Services
Massachusetts
+$4.33M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
3
OH
Oikos Holdings
New York
-$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$12.8M
5
Cerity Partners
Cerity Partners
New York
-$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
$220K -$78.2K -1,521 -26%
JGIA
227
Jackson Grant Investment Advisers
Connecticut
$218K +$257 +5 +0.1%
IPW
228
Intergy Private Wealth
Colorado
$213K +$213K +4,149 New
SS
229
Sunbelt Securities
Texas
$210K – – –
PO
230
Private Ocean
California
$206K +$1.13K +22 +0.6%
SFA
231
Sequoia Financial Advisors
Ohio
$206K +$206K +3,999 New
GT
232
Glenmede Trust
Pennsylvania
$203K – – –
EIA
233
Eastover Investment Advisors
North Carolina
$202K -$7.51K -146 -4%
MCA
234
Maryland Capital Advisors
Maryland
$151K +$206 +4 +0.1%
LFG
235
Larson Financial Group
Missouri
$134K -$5.6K -109 -4%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$129K +$129K +2,500 New
SPIA
237
Steward Partners Investment Advisory
New York
$122K – – –
BFO
238
Biltmore Family Office
North Carolina
$119K – – –
TIM
239
Tortoise Investment Management
New York
$106K +$40.6K +790 +62%
RFG
240
RFP Financial Group
Georgia
$98.6K – – –
VWM
241
Venturi Wealth Management
Texas
$95.6K -$20.8K -404 -18%
CFFP
242
Center for Financial Planning
Michigan
$95.1K – – –
HWA
243
HHM Wealth Advisors
Tennessee
$88.9K +$88.9K +1,729 New
FSWA
244
Financial Synergies Wealth Advisors
Texas
$88.6K -$566 -11 -0.6%
TAIM
245
TD Ameritrade Investment Management
Nebraska
$84K -$66K -1,280 -44%
GRP
246
Global Retirement Partners
California
$82.4K -$94K -1,829 -53%
AWM
247
Avior Wealth Management
Nebraska
$77.3K +$2.88K +56 +4%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$76K +$16.1K +313 +27%
TSWM
249
Tyler-Stone Wealth Management
Ohio
$74K +$74K +1,447 New
OSNBOA
250
Old Second National Bank of Aurora
Illinois
$70.4K +$15.4K +300 +28%
8 9
10
11 12