USRT icon

iShares Core US REIT ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
351
Focused Wealth Management
New York
-$25.9K -477 Closed
IA
352
IFP Advisors
Florida
-$17.7K -326 Closed
AWM
353
Abound Wealth Management
Tennessee
-$16.1K -296 Closed
HR
354
Howe & Rusling
New York
-$14.3K -264 Closed
PP
355
Pacifica Partners
Canada
-$10.3K -200 Closed
OHWP
356
Oak Harbor Wealth Partners
North Carolina
-$8.04K -148 Closed
Citigroup
357
Citigroup
New York
-$6.35K -117 Closed
SWM
358
Sanctuary Wealth Management
Idaho
-$6.24K -115 Closed
CFD
359
Creative Financial Designs
Indiana
-$5.64K -104 Closed
MFA
360
McClarren Financial Advisors
Pennsylvania
-$5K -90 Closed
GI
361
Gradient Investments
Minnesota
-$4.07K -75 Closed
CA
362
Clearstead Advisors
Ohio
-$2.99K -55 Closed
EWA
363
EverSource Wealth Advisors
Alabama
-$1.57K -29 Closed
RG
364
Retirement Group
California
-$1.36K -25 Closed
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
-$1K -22 Closed
CI
366
Cordant Inc
Oregon
-$761 -14 Closed
FA
367
Faithward Advisors
Pennsylvania
-$565 -11 Closed
IGWM
368
ICA Group Wealth Management
Colorado
-$380 -7 Closed
FFA
369
Farther Finance Advisors
California
-$217 -4 Closed
OLVIG
370
Oliver Lagore Vanvalin Investment Group
Michigan
-$54 -1 Closed