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iShares Core US REIT ETF
USRT

Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
26
Heritage Financial Services
Massachusetts
$8.73M -$73.1K -1,538 -0.8%
PF
27
Phoenix Financial
Israel
$8.56M +$3.45M +72,651 +68%
CPCM
28
Cornerstone Partners Capital Management
Virginia
$8.23M – – –
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$7.94M +$628K +13,222 +9%
LPL Financial
30
LPL Financial
California
$7.92M -$94.1K -1,980 -1%
PFA
31
Pure Financial Advisors
California
$7.9M +$1.09M +22,975 +16%
Cerity Partners
32
Cerity Partners
New York
$7.72M +$960K +20,212 +14%
PFM
33
Phillips Financial Management
Indiana
$7.51M -$12.7K -267 -0.2%
BWM
34
Biltmore Wealth Management
Arizona
$7.37M -$1.24K -26 -0%
BFG
35
Barber Financial Group
Kansas
$7.24M -$626K -13,187 -8%
TFA
36
TPG Financial Advisors
Oregon
$7.18M +$3.18K +67 +0%
CWM
37
Congress Wealth Management
Massachusetts
$7.11M -$206K -4,338 -3%
MWM
38
MBE Wealth Management
Wisconsin
$7.1M +$295K +6,205 +4%
Lido Advisors
39
Lido Advisors
California
$6.98M -$44.3K -933 -0.6%
CAM
40
Congress Asset Management
Massachusetts
$6.92M -$211K -4,450 -3%
SF
41
SBK Financial
Virginia
$6.88M -$4.7M -98,996 -41%
CG
42
Colony Group
Massachusetts
$6.7M -$44.9K -946 -0.7%
TA
43
Tectonic Advisors
Texas
$6.62M – – –
EFL
44
ERn Financial LLC
Wisconsin
$6.51M +$67.8K +1,427 +1%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$6.44M -$1.46M -30,666 -18%
UBS Group
46
UBS Group
Switzerland
$6.25M +$96.2K +2,025 +2%
Creative Planning
47
Creative Planning
Kansas
$5.62M -$73K -1,537 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.59M -$1.4M -29,472 -20%
WWM
49
Wiser Wealth Management
Georgia
$5.49M +$436K +9,181 +9%
RA
50
Rodgers & Associates
Pennsylvania
$5.43M +$2.05M +43,243 +61%
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