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 %
BTI
301
Blue Trust Inc
Georgia
$8.79K -$26.1K -485 -75%
NSIM
302
North Star Investment Management
Illinois
$7.9K +$6.23K +116 +374%
FGAM
303
Financial Gravity Asset Management
Texas
$7.77K +$7.67K +143 +7,150%
SIS
304
Sound Income Strategies
Florida
$7.13K -$1.45K -27 -17%
Simplex Trading
305
Simplex Trading
Illinois
$7K +$7K +146 New
AA
306
Ancora Advisors
Ohio
$5.38K – – –
CAL
307
Capital Analysts LLC
Pennsylvania
$5K +$53 +1 +1%
ME
308
McIlrath & Eck
Washington
$4.87K – – –
GEA
309
Glen Eagle Advisors
New Jersey
$4.63K – – –
TRCT
310
Tower Research Capital (TRC)
New York
$4.2K -$55.2K -1,027 -93%
PA
311
Pineridge Advisors
Missouri
$4.09K – – –
PTC
312
Private Trust Company
Ohio
$3.55K +$3.55K +66 New
SWM
313
Spire Wealth Management
Virginia
$3.5K – – –
SL
314
Salomon & Ludwin
Virginia
$3.12K – – –
LB
315
Legacy Bridge
Iowa
$2.96K +$2.96K +55 New
WP
316
WealthShield Partners
North Carolina
$2.4K +$53 +1 +2%
LWANC
317
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21K – – –
PA
318
PSI Advisors
Florida
$1.67K – – –
Russell Investments Group
319
Russell Investments Group
United Kingdom
$1.08K +$1.08K +20 New
HCA
320
Heck Capital Advisors
Wisconsin
$942 – – –
KHC
321
Koesten Hirschmann & Crabtree
Kansas
$538 -$5.92K -110 -92%
MCM
322
MV Capital Management
Maryland
$431 – – –
Citadel Advisors
323
Citadel Advisors
Florida
$430 +$430 +8 New
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$161 +$161 +3 New
PAG
325
Paladin Advisory Group
Iowa
$106 – – –
11 12
13
14 15