USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAF
226
Values Added Financial
District of Columbia
$328K – – –
RW
227
RVW Wealth
California
$328K -$355K -6,194 -52%
SF
228
Synovus Financial
Georgia
$316K – – –
FHA
229
Flagship Harbor Advisors
Massachusetts
$312K +$22K +384 +8%
P
230
&Partners
Tennessee
$307K +$307K +5,343 New
RWM
231
Ritholtz Wealth Management
New York
$306K – – –
WANY
232
Wealthspire Advisors (New York)
New York
$303K – – –
RW
233
REDW Wealth
New Mexico
$293K -$115K -1,998 -28%
SBIA
234
Sheaff Brock Investment Advisors
Indiana
$292K – – –
BA
235
Bristlecone Advisors
Washington
$287K – – –
OFS
236
OneAscent Financial Services
Alabama
$284K +$284K +4,962 New
SFA
237
Sequoia Financial Advisors
Ohio
$280K +$29.5K +515 +12%
AA
238
Advisory Alpha
Michigan
$277K -$62.8K -1,095 -18%
OWA
239
ORBA Wealth Advisors
Illinois
$276K -$20K -349 -7%
KWA
240
Kingswood Wealth Advisors
California
$275K +$275K +4,795 New
ULWM
241
Upper Left Wealth Management
Florida
$274K -$2.98K -52 -1%
FF
242
Finley Financial
Nevada
$269K +$269K +4,780 New
Fidelity Investments
243
Fidelity Investments
Massachusetts
$269K -$48.8K -851 -15%
IWA
244
IVC Wealth Advisors
Pennsylvania
$269K +$55.6K +970 +26%
PCP
245
Panoramic Capital Partners
Oregon
$268K +$268K +4,668 New
RCAG
246
Rehmann Capital Advisory Group
Michigan
$266K +$266K +4,648 New
NAS
247
NWF Advisory Services
California
$264K +$264K +4,598 New
WFP
248
Wrenne Financial Planning
Kentucky
$262K -$45.2K -789 -15%
FWM
249
Fonville Wealth Management
Virginia
$260K -$1.89K -33 -0.7%
SWM
250
Seaside Wealth Management
California
$255K -$1.43K -25 -0.6%
8 9
10
11 12