USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Advisors Ltd
Ohio
$16K – – –
CAL
327
Capital Analysts LLC
Pennsylvania
$16K +$61 +1 +0.4%
S
328
SignatureFD
Georgia
$14.3K +$2.69K +47 +23%
CPA
329
Cardiff Park Advisors
California
$14.2K – – –
NSIM
330
North Star Investment Management
Illinois
$12K +$115 +2 +1%
LB
331
Legacy Bridge
Iowa
$11.7K +$4.3K +75 +58%
T
332
Transce3nd
Texas
$11.1K +$11.1K +194 New
IHWM
333
Iron Horse Wealth Management
Iowa
$10.2K -$630 -11 -6%
FPB
334
First PREMIER Bank
South Dakota
$10K +$10K +166 New
BLC
335
Brown, Lisle/Cummings
Rhode Island
$9.46K – – –
AF
336
Advisornet Financial
Minnesota
$9.31K -$12.4K -215 -57%
AssetMark Inc
337
AssetMark Inc
California
$8.48K +$8.48K +148 New
CSB
338
City State Bank
Iowa
$7.51K – – –
MFS
339
Mattson Financial Services
Michigan
$6.28K +$6.28K +102 New
PSFG
340
Park Square Financial Group
Georgia
$6.08K +$6.08K +106 New
AA
341
Ancora Advisors
Ohio
$5.73K – – –
LDB
342
Lee, Danner & Bass
Tennessee
$5.73K +$5.73K +100 New
GSWM
343
Golden State Wealth Management
California
$5.41K +$5.41K +94 New
ME
344
McIlrath & Eck
Washington
$5.31K +$57 +1 +1%
GEA
345
Glen Eagle Advisors
New Jersey
$4.93K – – –
TRCT
346
Tower Research Capital (TRC)
New York
$4.47K -$281K -4,912 -98%
PA
347
Pineridge Advisors
Missouri
$4.36K – – –
LFG
348
Larson Financial Group
Missouri
$3.62K – – –
SL
349
Salomon & Ludwin
Virginia
$3.32K – – –
BA
350
Bellwether Advisors
Nebraska
$3.1K +$3.1K +54 New
12 13
14
15 16