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
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
326
Edmond de Rothschild Holding
Switzerland
– -$431K -8,721 Closed
KAS
327
Kestra Advisory Services
Texas
– -$409K -8,262 Closed
DWT
328
Dorsey & Whitney Trust
South Dakota
– -$338K -6,838 Closed
SCA
329
Snowden Capital Advisors
New York
– -$276K -5,573 Closed
RCAG
330
Rehmann Capital Advisory Group
Michigan
– -$255K -5,161 Closed
NYLIM
331
New York Life Investment Management
New York
– -$239K -4,838 Closed
Financial Engines Advisors
332
Financial Engines Advisors
California
– -$225K -4,550 Closed
AssetMark Inc
333
AssetMark Inc
California
– -$133K -2,687 Closed
RFA
334
Resurgent Financial Advisors
Georgia
– -$131K -2,656 Closed
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
– -$75.2K -1,521 Closed
CS
336
Comerica Securities
Michigan
– -$57.6K -1,164 Closed
IWP
337
IAG Wealth Partners
Wisconsin
– -$51.1K -1,034 Closed
PC
338
Pecaut & Co
Iowa
– -$44.1K -892 Closed
MCC
339
Money Concepts Capital
Florida
– -$33.5K -678 Closed
TFA
340
Transamerica Financial Advisors
Florida
– -$15K -285 Closed
NC
341
NewSquare Capital
Pennsylvania
– -$12.3K -249 Closed
AWM
342
Accurate Wealth Management
Florida
– -$11.1K -221 Closed
PMFA
343
Plante Moran Financial Advisors
Michigan
– -$5.14K -104 Closed
MS
344
Madden Securities
Texas
– -$4.5K -91 Closed
TWA
345
TCI Wealth Advisors
Arizona
– -$3.21K -65 Closed
RBC
346
Romano Brothers & Co
Illinois
– -$643 -13 Closed
ACA
347
Aptus Capital Advisors
Alabama
– -$346 -7 Closed
PCA
348
Providence Capital Advisors
North Carolina
– -$297 -6 Closed
TCA
349
Trifecta Capital Advisors
Illinois
– -$247 -5 Closed
OCM
350
Osterweis Capital Management
California
– -$32.2K – –
10 11 12 13
14