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iShares Core US REIT ETF
USRT

Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$104M
2
FEG
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
Morgan Stanley
New York
$34M
5
HighTower Advisors
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.2M
2
BlackRock
BlackRock
New York
$105M
3
ACM
Agincourt Capital Management
Virginia
$9.89M
4
BIP
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
26
Legacy Financial Group (Iowa)
Iowa
$11.5M +$4.72M +88,340 +69%
Victory Capital Management
27
Victory Capital Management
Texas
$10.2M -$15.9M -298,259 -61%
HFS
28
Heritage Financial Services
Massachusetts
$9.89M -$109K -2,040 -1%
ACM
29
Agincourt Capital Management
Virginia
$9.89M -$10.2M -191,150 -51%
CPCM
30
Cornerstone Partners Capital Management
Virginia
$9.26M -$7.05M -132,032 -43%
LPL Financial
31
LPL Financial
California
$9.01M +$140K +2,616 +2%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$8.88M -$308K -5,764 -3%
BFG
33
Barber Financial Group
Kansas
$8.84M -$1M -18,783 -10%
CCM
34
Coldstream Capital Management
Washington
$8.77M -$554K -10,379 -6%
PFM
35
Phillips Financial Management
Indiana
$8.46M +$678K +12,699 +9%
BWM
36
Biltmore Wealth Management
Arizona
$8.29M -$169K -3,170 -2%
CWM
37
Congress Wealth Management
Massachusetts
$8.22M -$194K -3,638 -2%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$8.22M +$3.47M +64,967 +73%
TFA
39
TPG Financial Advisors
Oregon
$8.06M +$170K +3,186 +2%
CAM
40
Congress Asset Management
Massachusetts
$8.01M +$320 +6 +0%
CST
41
Charles Schwab Trust
Nevada
$8M -$569K -10,663 -7%
Lido Advisors
42
Lido Advisors
California
$7.9M -$241K -4,507 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.86M -$3.73M -69,928 -32%
PFA
44
Pure Financial Advisors
California
$7.65M +$509K +9,526 +7%
MWM
45
MBE Wealth Management
Wisconsin
$7.65M +$60.4K +1,131 +0.8%
Cerity Partners
46
Cerity Partners
New York
$7.6M +$5.75M +107,665 +310%
CG
47
Colony Group
Massachusetts
$7.58M +$427K +8,001 +6%
TA
48
Tectonic Advisors
Texas
$7.44M – – –
EFL
49
ERn Financial LLC
Wisconsin
$7.24M -$783K -14,663 -10%
UBS Group
50
UBS Group
Switzerland
$6.91M -$248K -4,639 -3%
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