USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
276
Old Second National Bank of Aurora
Illinois
$179K +$40.3K +704 +29%
CFGS
277
Concourse Financial Group Securities
Alabama
$169K -$4.02K -70 -2%
ECG
278
Edge Capital Group
Georgia
$163K +$163K +13,232 New
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$155K +$25.8K +457 +20%
RI
280
Ridgewood Investments
New Jersey
$142K +$72K +1,256 +102%
BFO
281
Biltmore Family Office
North Carolina
$132K – – –
AWM
282
Avior Wealth Management
Nebraska
$132K +$42.2K +736 +47%
TIM
283
Tortoise Investment Management
New York
$119K – – –
NA
284
NewEdge Advisors
Louisiana
$113K +$802 +14 +0.7%
GRP
285
Global Retirement Partners
California
$110K +$57 +1 +0.1%
MCA
286
Maryland Capital Advisors
Maryland
$106K -$1.43K -25 -1%
EW
287
Element Wealth
Mississippi
$94.4K – – –
VWM
288
Venturi Wealth Management
Texas
$86.4K +$4.47K +78 +5%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$82.7K +$57 +1 +0.1%
CT
290
Colonial Trust
South Carolina
$78.5K -$23.5K -377 -23%
CIA
291
Cape Investment Advisory
Georgia
$76.6K +$46.5K +811 +154%
TPCW
292
TD Private Client Wealth
New York
$75.3K +$75.3K +1,314 New
CWM
293
Copia Wealth Management
Oregon
$71.5K +$71.5K +1,247 New
CFFP
294
Center for Financial Planning
Michigan
$69.6K – – –
CP
295
Castleview Partners
Texas
$54.9K -$16.6K -293 -23%
SAM
296
Synergy Asset Management
Washington
$54.4K +$54.4K +883 New
SAM
297
Smartleaf Asset Management
Massachusetts
$54K +$9.53K +168 +21%
FC
298
Fairscale Capital
New Hampshire
$51.9K – – –
SPIA
299
Steward Partners Investment Advisory
New York
$51.8K – – –
UB
300
UMB Bank
Missouri
$51.6K +$12K +209 +30%
10 11
12
13 14