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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 %
GM
251
GeoWealth Management
Illinois
$70K +$70K +1,349 New
CAL
252
Capital Analysts LLC
Pennsylvania
$62K +$57.5K +1,168 +1,284%
BWP
253
Baldwin Wealth Partners
Massachusetts
$61.2K – – –
PG
254
Prostatis Group
Maryland
$53.4K +$53.4K +57,322 New
LWA
255
Lowe Wealth Advisors
Maryland
$51.3K – – –
HCP
256
Hexagon Capital Partners
Arkansas
$51.1K +$48.2K +937 +1,644%
TIM
257
Thompson Investment Management
Wisconsin
$47.5K +$462 +9 +1%
JMF
258
Johnson Midwest Financial
Iowa
$46.9K – – –
EW
259
Element Wealth
Mississippi
$43.3K +$28.3K +550 +188%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$42.1K -$20.8K -405 -33%
FWM
261
Focused Wealth Management
New York
$41.4K -$7.1K -138 -15%
CIA
262
Cape Investment Advisory
Georgia
$40.7K +$4.99K +97 +14%
FGAM
263
Financial Gravity Asset Management
Texas
$36.8K +$722 +1 +2%
AIA
264
Armor Investment Advisors
North Carolina
$36K – – –
AIC
265
Archer Investment Corporation
Indiana
$35.6K – – –
IA
266
IFP Advisors
Florida
$35.6K -$78.7K -1,530 -69%
UB
267
UMB Bank
Missouri
$35.5K – – –
SAG
268
Spotlight Asset Group
Illinois
$35.1K +$35.1K +683 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$34K +$32.9K +630 +2,864%
CT
270
Colonial Trust
South Carolina
$33.7K -$2.51K -49 -7%
NCM
271
Northwest Capital Management
Oregon
$32.4K +$32.4K +630 New
AF
272
Advisornet Financial
Minnesota
$29.3K -$9.76K -190 -25%
CAL
273
Capital Advisors Ltd
Ohio
$29K – – –
BCWM
274
Bartlett & Co Wealth Management
Ohio
$25K +$23.6K +460 +1,704%
BC
275
Bartlett & Co
Ohio
$25K +$23.6K +460 +1,704%
9 10
11
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