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 %
HCP
301
Hexagon Capital Partners
Arkansas
$2.87K -$13.7K -272 -83%
BWL
302
Bogart Wealth LLC
Virginia
$2.52K – – –
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.07K – – –
IF
304
Integrity Financial
Wyoming
$2.02K – – –
WFA
305
WestHill Financial Advisors
California
$1.97K – – –
PA
306
PSI Advisors
Florida
$1.56K -$1.26K -25 -45%
NSIM
307
North Star Investment Management
Illinois
$1.52K – – –
BCWM
308
Bartlett & Co Wealth Management
Ohio
$1.36K – – –
HI
309
Harbour Investments
Wisconsin
$1.11K – – –
SIS
310
Sound Income Strategies
Florida
$1.06K – – –
RG
311
Retirement Group
California
$1K – – –
BC
312
Bartlett & Co
Ohio
$1K – – –
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +22 New
SWG
314
Summit Wealth Group
Vermont
$1K +$1K +63,806 New
MCM
315
MV Capital Management
Maryland
$404 – – –
IGWM
316
ICA Group Wealth Management
Colorado
$353 – – –
RWM
317
Ruedi Wealth Management
Illinois
$273 +$55 +1 +25%
RFA
318
Register Financial Advisors
Georgia
$202 +$202 +4 New
FGAM
319
Financial Gravity Asset Management
Texas
$54 +$1 +1 +2%
HNB
320
Huntington National Bank
Ohio
$50 -$77.9K – –
PAM
321
Peninsula Asset Management
Florida
– -$4.13M -83,450 Closed
CAI
322
Capital Advisors Inc
Oklahoma
– -$3.99M -80,634 Closed
RJA
323
Raymond James & Associates
Florida
– -$1.62M -32,757 Closed
CCA
324
Clearwater Capital Advisors
Illinois
– -$874K -17,678 Closed
AFS
325
Access Financial Services
Minnesota
– -$778K -15,735 Closed
10 11 12
13
14