USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

110 hedge funds and large institutions have $298M invested in iShares Core US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+24
Holders Change %
+27.91%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
33
Increased
39
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
+$32.7M
2
Bank of America
Bank of America
North Carolina
+$6.32M
3
USAA
United Services Automobile Association
Texas
+$5.93M
4
RJA
Raymond James & Associates
Florida
+$4.61M
5
CM
Cornerstone Management
Georgia
+$3.91M

Top Sellers

1
BlackRock
BlackRock
New York
-$31.5M
2
CF
Copperwynd Financial
Arizona
-$2.56M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
4
RA
RFG Advisory
Alabama
-$1.76M
5
BC
Brinker Capital
Pennsylvania
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.39M -$727K -15,023 -23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.08M +$2.08M +42,887 New
IA
28
IFP Advisors
Florida
$1.93M +$398K +8,216 +26%
SWM
29
SigFig Wealth Management
California
$1.84M +$75.3K +1,557 +4%
DADC
30
D.A. Davidson & Co
Montana
$1.82M -$888K -18,362 -33%
Jane Street
31
Jane Street
New York
$1.71M -$102K -2,103 -6%
IAA
32
Ironsides Asset Advisors
North Carolina
$1.43M – – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.31M +$847K +17,520 +185%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.3M +$1.3M +25,881 New
BC
35
Brinker Capital
Pennsylvania
$1.22M -$1.64M -33,939 -57%
AF
36
Advisornet Financial
Minnesota
$1.2M -$47.4K -979 -4%
Axa
37
Axa
France
$1.16M – – –
CA
38
Continuum Advisory
Idaho
$1.08M +$185K +3,866 +21%
MGIA
39
Moneta Group Investment Advisors
Missouri
$1.04M +$1.04M +21,582 New
HFS
40
HL Financial Services
Kentucky
$1.03M +$146K +3,024 +17%
1IA
41
1834 Investment Advisors
Wisconsin
$958K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$877K +$657K +13,579 +299%
Deutsche Bank
43
Deutsche Bank
Germany
$820K +$315K +6,500 +62%
TRCT
44
Tower Research Capital (TRC)
New York
$766K +$766K +15,841 New
KM
45
Kalos Management
Georgia
$765K -$101K -2,080 -12%
RFM
46
Royal Fund Management
Florida
$760K +$760K +15,716 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$734K +$51.1K +1,056 +7%
ACI
48
Alpha Cubed Investments
California
$658K +$658K +14,029 New
AI
49
Atria Investments
North Carolina
$582K +$48K +991 +9%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$573K +$32.2K +665 +6%
1
2
3 4 5