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iShares Core US REIT ETF
USRT

Overview Fund Activity

151 hedge funds and large institutions have $629M invested in iShares Core US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
34
Increased
65
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$36M
2
FA
Fiducient Advisors
Illinois
+$21.5M
3
Wells Fargo
Wells Fargo
California
+$11.6M
4
BFG
Barber Financial Group
Kansas
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$32.6M
2
BlackRock
BlackRock
New York
-$18M
3
RJA
Raymond James & Associates
Florida
-$6.54M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.7M
5
RWM
Ritholtz Wealth Management
New York
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
26
Cornerstone Management
Georgia
$4.5M +$75.4K +1,457 +2%
EIG
27
Ellenbecker Investment Group
Wisconsin
$4.21M +$3.3M +63,790 +361%
MG
28
McCutchen Group
Washington
$4.02M +$290K +5,603 +8%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.96M +$3.01M +58,150 +316%
MAS
30
Managed Account Services
Florida
$3.91M +$481K +9,223 +14%
MCM
31
MV Capital Management
Maryland
$3.55M +$3.55M +68,556 New
CF
32
Copperwynd Financial
Arizona
$3.54M +$3.54M +68,400 New
EFL
33
ERn Financial LLC
Wisconsin
$3.48M +$1.8M +35,642 +107%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.1M -$94.1K -1,820 -3%
WI
35
WrapManager Inc
California
$2.96M -$82.6K -1,596 -3%
MFT
36
Moisand Fitzgerald Tamayo
Florida
$2.84M -$54.8K -1,059 -2%
RFN
37
RDA Financial Network
Iowa
$2.77M +$2.77M +53,164 New
FWM
38
Foresight Wealth Management
Utah
$2.73M +$538K +10,404 +25%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.58M +$1.53M +29,594 +146%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.47M +$1.53M +29,570 +162%
RJA
41
Raymond James & Associates
Florida
$2.44M -$6.54M -126,462 -73%
TFA
42
TPG Financial Advisors
Oregon
$2.25M -$63.2K -1,219 -3%
BC
43
Brinker Capital
Pennsylvania
$2.1M +$1.3M +25,188 +163%
SB
44
Strategic Blueprint
Georgia
$2.1M +$1.34M +25,978 +178%
DADC
45
D.A. Davidson & Co
Montana
$2.05M +$25.4K +491 +1%
SWM
46
SigFig Wealth Management
California
$1.94M -$569 -11 -0%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.87M +$370K +7,160 +25%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.86M +$1.41M +27,325 +319%
Mariner
49
Mariner
Kansas
$1.8M +$1.8M +34,817 New
CFS
50
Cannon Financial Strategists
Georgia
$1.79M +$1.79M +34,681 New
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