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iShares Core US REIT ETF
USRT

Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13M
2
HFS
Heritage Financial Services
Massachusetts
+$11.9M
3
GT
Glenmede Trust
Pennsylvania
+$10.8M
4
SAG
SageView Advisory Group
California
+$8.63M
5
SLI
Sumitomo Life Insurance
Japan
+$6.7M

Top Sellers

1
FA
Fiducient Advisors
Illinois
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$33.5M
3
Bank of America
Bank of America
North Carolina
-$29.6M
4
HighTower Advisors
HighTower Advisors
Illinois
-$22M
5
AA
Advisory Alpha
Michigan
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$188K +$188K +3,494 New
Fidelity Investments
252
Fidelity Investments
Massachusetts
$149K +$102K +1,889 +215%
BFO
253
Biltmore Family Office
North Carolina
$124K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$121K -$64.3K -1,196 -35%
MCA
255
Maryland Capital Advisors
Maryland
$114K -$3.66K -68 -3%
TIM
256
Tortoise Investment Management
New York
$111K – – –
SPIA
257
Steward Partners Investment Advisory
New York
$109K – – –
VWM
258
Venturi Wealth Management
Texas
$107K +$29.3K +544 +38%
RFG
259
RFP Financial Group
Georgia
$103K – – –
GRP
260
Global Retirement Partners
California
$102K -$323 -6 -0.3%
CFFP
261
Center for Financial Planning
Michigan
$99.5K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$99.5K +$99.5K +1,850 New
FSWA
263
Financial Synergies Wealth Advisors
Texas
$95.4K +$2.64K +49 +3%
AWM
264
Avior Wealth Management
Nebraska
$94K +$34.4K +640 +58%
CP
265
Castleview Partners
Texas
$93K -$538 -10 -0.6%
EW
266
Element Wealth
Mississippi
$88.7K -$15.7K -292 -15%
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$85.7K +$1.08K +20 +1%
CT
268
Colonial Trust
South Carolina
$79.5K +$747 +14 +0.9%
BWP
269
Baldwin Wealth Partners
Massachusetts
$64K – – –
OCM
270
Orion Capital Management
California
$48.4K -$32.3K -600 -40%
CIA
271
Cape Investment Advisory
Georgia
$48.1K +$161 +3 +0.3%
LWA
272
Lowe Wealth Advisors
Maryland
$42.9K – – –
SAM
273
Smartleaf Asset Management
Massachusetts
$42.5K +$25.7K +482 +154%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$37.8K +$26.9K +500 +248%
AIA
275
Armor Investment Advisors
North Carolina
$37.7K – – –
9 10
11
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