USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

316 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-10
Holders Change %
-3.07%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
28
Increased
122
Reduced
104
Closed
36
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$527K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$137M
2
GT
Glenmede Trust
Pennsylvania
$92M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$20.8M
5
US Bancorp
US Bancorp
Minnesota
$142M

Top Sellers

1
FTA
Financial & Tax Architects
Missouri
$0
2
BIP
Blueprint Investment Partners
North Carolina
$10.1M
3
SAG
SageView Advisory Group
California
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$1.26M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
301
Salomon & Ludwin
Virginia
$3.11K – – –
LFG
302
Larson Financial Group
Missouri
$2.36K +$2.36K +44 New
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2K – – –
PA
304
PSI Advisors
Florida
$1.66K – – –
SIS
305
Sound Income Strategies
Florida
$1.41K -$5.82K -107 -80%
Citigroup
306
Citigroup
New York
$1.34K +$1.34K +25 New
HPC
307
HM Payson & Co
Maine
$1.29K +$1.29K +24 New
Russell Investments Group
308
Russell Investments Group
United Kingdom
$1.07K – – –
HCA
309
Heck Capital Advisors
Wisconsin
$937 – – –
KHC
310
Koesten Hirschmann & Crabtree
Kansas
$538 – – –
MG
311
Mather Group
Illinois
$538 +$538 +10 New
MCM
312
MV Capital Management
Maryland
$429 – – –
CP
313
Covenant Partners
Tennessee
$429 +$429 +8 New
BCMLT
314
Beacon Capital Management LLC (Tennessee)
Tennessee
$161 – – –
PAG
315
Paladin Advisory Group
Iowa
$106 – – –
HNB
316
Huntington National Bank
Ohio
$54 -$54 – –
CAM
317
Creekmur Asset Management
Illinois
$31 – – –
CSIA
318
Charles Schwab Investment Advisory
California
– -$140M -2,596,716 Closed
FTA
319
Financial & Tax Architects
Missouri
– -$18M -334,306 Closed
PBF
320
Petix & Botte Financial
California
– -$4.53M -84,249 Closed
CCMG
321
Clark Capital Management Group
Pennsylvania
– -$4.01M -74,489 Closed
CA
322
CoreCap Advisors
Michigan
– -$3.35M -62,329 Closed
FTUS
323
Flow Traders U.S.
New York
– -$2.3M -42,716 Closed
GB
324
Gunma Bank
Japan
– -$1.88M -35,000 Closed
SAG
325
SageView Advisory Group
California
– -$11.1M -21,095 Closed
11 12
13
14 15