USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
301
Aveo Capital Partners
Colorado
– -$409K -7,661 Closed
Charles Schwab
302
Charles Schwab
California
– -$394K -7,360 Closed
BRWA
303
B. Riley Wealth Advisors
Florida
– -$380K -7,109 Closed
SFP
304
Strategic Financial Planning
Texas
– -$353K -6,603 Closed
TRIA
305
Trail Ridge Investment Advisors
Colorado
– -$310K -5,800 Closed
NA
306
NewEdge Advisors
Louisiana
– -$241K -4,516 Closed
SFA
307
Sequoia Financial Advisors
Ohio
– -$216K -4,044 Closed
BCM
308
Brookstone Capital Management
Illinois
– -$215K -3,993 Closed
EIA
309
Eastover Investment Advisors
North Carolina
– -$206K -3,860 Closed
GWAG
310
Garrett Wealth Advisory Group
Texas
– -$205K -3,831 Closed
NHC
311
Nicholas Hoffman & Company
Georgia
– -$205K -3,830 Closed
BA
312
Bridge Advisory
California
– -$205K -3,820 Closed
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
– -$134K -2,515 Closed
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
– -$126K -2,356 Closed
SWM
315
Spire Wealth Management
Virginia
– -$50K -931 Closed
BMD
316
Better Money Decisions
New Mexico
– -$45K -843 Closed
HGWM
317
Harvest Group Wealth Management
Massachusetts
– -$42K -716 Closed
SWM
318
SeaCrest Wealth Management
New York
– -$27K -500 Closed
ETC
319
Exchange Traded Concepts
Oklahoma
– -$27K -497 Closed
S
320
SignatureFD
Georgia
– -$19K -353 Closed
AW
321
ACG Wealth
Georgia
– -$17K -325 Closed
CG
322
Cutler Group
California
– -$10K -199 Closed
GWM
323
Geneos Wealth Management
Colorado
– -$7K -137 Closed
WAM
324
Worth Asset Management
Texas
– -$6K -110 Closed
OLVIG
325
Oliver Lagore Vanvalin Investment Group
Michigan
– -$3K -63 Closed
9 10 11 12
13