USRT icon

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
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
276
Archer Investment Corporation
Indiana
$37.2K – – –
UB
277
UMB Bank
Missouri
$37.2K – – –
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$35K +$35K +661 New
CWC
279
Carolinas Wealth Consulting
North Carolina
$31.6K +$25.7K +478 +439%
ST
280
Smithfield Trust
Pennsylvania
$28K – – –
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K – – –
FFL
282
Financial Freedom LLC
Ohio
$26.8K +$161 +3 +0.6%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$24.8K – – –
GWSG
284
GPS Wealth Strategies Group
Colorado
$24.4K +$24.4K +454 New
CA
285
Continuum Advisory
Idaho
$23.3K +$23.3K +446 New
GJIA
286
Glass Jacobson Investment Advisors
Maryland
$22.5K +$161 +3 +0.7%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$21K -$1.99K -37 -9%
AF
288
Advisornet Financial
Minnesota
$20.2K -$14.7K -273 -42%
NA
289
NewEdge Advisors
Louisiana
$18.5K +$1.13K +21 +7%
HI
290
Harbour Investments
Wisconsin
$18.2K – – –
IRC
291
Investors Research Corp
Georgia
$17.3K – – –
AFG
292
Albion Financial Group
Utah
$16.7K -$809K -15,039 -98%
BCA
293
Bray Capital Advisors
Florida
$16.4K – – –
TSWM
294
Tyler-Stone Wealth Management
Ohio
$15.9K – – –
CAL
295
Capital Advisors Ltd
Ohio
$15K – – –
HFS
296
Horizon Financial Services
North Carolina
$13.2K -$1.62M -30,123 -99%
CPA
297
Cardiff Park Advisors
California
$11K – – –
AssetMark Inc
298
AssetMark Inc
California
$10.2K +$2.85K +53 +39%
IHWM
299
Iron Horse Wealth Management
Iowa
$10.2K -$592 -11 -6%
BLC
300
Brown, Lisle/Cummings
Rhode Island
$8.88K – – –
10 11
12
13 14