USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$11.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.1M
3
BlackRock
BlackRock
New York
+$8.22M
4
PF
Phoenix Financial
Israel
+$7.78M
5
CST
Charles Schwab Trust
Nevada
+$6.28M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$38.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.96M
4
UBS Group
UBS Group
Switzerland
-$4.99M
5
PCH
PGIM Custom Harvest
New Jersey
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
276
Faithward Advisors
Pennsylvania
$13.4K -$163K -3,239 -92%
NA
277
NewEdge Advisors
Louisiana
$13.3K -$28K -556 -68%
BBHC
278
Brown Brothers Harriman & Co
New York
$13.2K +$13.2K +261 New
AAS
279
Ameritas Advisory Services
Nebraska
$10.5K +$10.5K +210 New
FEG
280
Fund Evaluation Group
Ohio
$10K -$4.74K -97,286 -32%
PP
281
Pacifica Partners
Canada
$9.94K – – –
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.46K – – –
KM
283
Kalos Management
Georgia
$6.35K +$6.35K +126 New
CTC
284
Central Trust Company
Missouri
$5.85K – – –
SWM
285
Spire Wealth Management
Virginia
$5.49K -$6.75K -134 -55%
CFD
286
Creative Financial Designs
Indiana
$5.23K – – –
AA
287
Ancora Advisors
Ohio
$5.04K – – –
CAL
288
Capital Analysts LLC
Pennsylvania
$5K +$55 +1 +1%
Simplex Trading
289
Simplex Trading
Illinois
$5K +$5K +114 New
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$4.92K +$78 +1,540 +2%
GWM
291
Geneos Wealth Management
Colorado
$4.92K +$50 +1 +1%
RI
292
Ridgewood Investments
New Jersey
$4.79K +$4.79K +95 New
MHR
293
Matthew Hamilton Rosenberg
$4.64K – – –
ME
294
McIlrath & Eck
Washington
$4.54K – – –
GEA
295
Glen Eagle Advisors
New Jersey
$4.31K +$50 +1 +1%
GI
296
Gradient Investments
Minnesota
$4.28K -$655 -13 -13%
MFA
297
McClarren Financial Advisors
Pennsylvania
$4K +$4K +90 New
NRC
298
New Republic Capital
North Carolina
$3.68K +$3.68K +73 New
EWA
299
EverSource Wealth Advisors
Alabama
$3.14K +$3.14K +62 New
CI
300
Cordant Inc
Oregon
$2.97K -$907 -18 -23%
10 11
12
13 14