USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$104M
2
FEG
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
Morgan Stanley
New York
$34M
5
HighTower Advisors
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.2M
2
BlackRock
BlackRock
New York
$105M
3
ACM
Agincourt Capital Management
Virginia
$9.89M
4
BIP
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
276
Glen Eagle Advisors
New Jersey
$4.54K +$4.54K +85 New
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$3.46K +$3.4K +61,157 +5,495%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$3K -$53 -1 -2%
CA
279
Clearstead Advisors
Ohio
$3K – – –
OLVIG
280
Oliver Lagore Vanvalin Investment Group
Michigan
$3K – – –
Citigroup
281
Citigroup
New York
$3K +$857 +14 +40%
PA
282
PSI Advisors
Florida
$3K +$3K +56 New
IF
283
Integrity Financial
Wyoming
$2K – – –
NSIM
284
North Star Investment Management
Illinois
$2K – – –
WFA
285
WestHill Financial Advisors
California
$2K – – –
LWANC
286
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
TWA
287
TCI Wealth Advisors
Arizona
$1K – – –
RG
288
Retirement Group
California
$1K – – –
HI
289
Harbour Investments
Wisconsin
$1K +$1K +22 New
FGAM
290
Financial Gravity Asset Management
Texas
$62 -$14 -12 -18%
FTA
291
Financial & Tax Architects
Missouri
– -$8.34M -128,977 Closed
MWM
292
Merriman Wealth Management
Washington
– -$7.83M -121,058 Closed
MPA
293
Marvin & Palmer Associates
Delaware
– -$7.61M -117,767 Closed
EWM
294
Executive Wealth Management
Michigan
– -$4.11M -63,641 Closed
State Street
295
State Street
Massachusetts
– -$2.37M -36,600 Closed
Nomura Asset Management
296
Nomura Asset Management
Japan
– -$1.79M -27,750 Closed
HT
297
HAP Trading
New York
– -$1.73M -26,783 Closed
LWMNY
298
Landmark Wealth Management (New York)
New York
– -$294K -8,956 Closed
Wolverine Trading
299
Wolverine Trading
Illinois
– -$453K -6,901 Closed
KCM
300
Karp Capital Management
California
– -$346K -5,356 Closed
9 10 11
12
13