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iShares Core US REIT ETF
USRT

326 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

230,700% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $3K

109% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 82

15% more capital invested

Capital invested by funds: $1.08B → $1.24B (+$160M)

9% more funds holding

Funds holding: 298 → 326 (+28)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

4.5% more ownership

Funds ownership: 60.96% → 65.46% (+4.5%)

Holders
326
Holders Change
+28
Holders Change %
+9.4%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
123
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

Rank Fund Capital Flow
1
FA
Fiducient Advisors
Illinois
+$31.3M
2
Bank of America
Bank of America
North Carolina
+$30M
3
US Bancorp
US Bancorp
Minnesota
+$17.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$17.4M
5
OH
Oikos Holdings
New York
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
AC
Allstate Corporation
Illinois
-$12.3M
2
PF
Phoenix Financial
Israel
-$8.92M
3
CG
Colony Group
Massachusetts
-$6.61M
4
EIG
Ellenbecker Investment Group
Wisconsin
-$6.15M
5
CA
CoreCap Advisors
Michigan
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$12.1M +$3.87M +78,164 +47%
PCH
27
PGIM Custom Harvest
New Jersey
$11.4M +$11.4M +229,757 New
ACM
28
Agincourt Capital Management
Virginia
$9.38M – – –
MWM
29
MBE Wealth Management
Wisconsin
$9.28M +$1.9M +38,274 +26%
PFM
30
Phillips Financial Management
Indiana
$9.25M +$1.44M +28,985 +18%
PFA
31
Pure Financial Advisors
California
$8.83M +$611K +12,324 +7%
CPCM
32
Cornerstone Partners Capital Management
Virginia
$8.57M – – –
LPL Financial
33
LPL Financial
California
$8.41M +$165K +3,336 +2%
RIM
34
Rakuten Investment Management
Japan
$8.34M +$2.79M +56,200 +50%
BWM
35
Biltmore Wealth Management
Arizona
$8.07M +$401K +8,087 +5%
TA
36
Tectonic Advisors
Texas
$7.98M +$1.09M +22,000 +16%
Lido Advisors
37
Lido Advisors
California
$7.46M +$190K +3,830 +3%
CCM
38
Coldstream Capital Management
Washington
$7.43M +$7.44M +150,221 New
BFG
39
Barber Financial Group
Kansas
$7.1M -$436K -8,802 -6%
TFA
40
TPG Financial Advisors
Oregon
$6.72M -$752K -15,171 -10%
EFL
41
ERn Financial LLC
Wisconsin
$6.66M -$116K -2,338 -2%
RA
42
Rodgers & Associates
Pennsylvania
$6.6M +$948K +19,133 +17%
HFS
43
Heritage Financial Services
Massachusetts
$6.49M -$2.6M -52,442 -29%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6.43M +$613K +12,370 +11%
Creative Planning
45
Creative Planning
Kansas
$5.86M +$1.64K +33 +0%
WWM
46
Wiser Wealth Management
Georgia
$5.85M +$132K +2,665 +2%
CWM
47
Congress Wealth Management
Massachusetts
$5.82M -$1.59M -32,001 -21%
CM
48
Cornerstone Management
Georgia
$5.8M +$232K +4,677 +4%
CFS
49
Cannon Financial Strategists
Georgia
$5.63M +$460K +9,286 +9%
CAM
50
Congress Asset Management
Massachusetts
$5.62M -$1.58M -31,893 -22%
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USRT Hedge Fund Activity: Q4 2022 in Review

326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2022, worth a combined $1.24B — up 15% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new USRT positions and 32 closed out — a net gain of 35 holders — while 123 added to existing stakes and 82 trimmed.

The largest buyer was Fiducient Advisors, adding an estimated $31.3M. The largest seller was Allstate Corporation, exiting entirely with an estimated $12.3M sold.

  • 326 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.24B of iShares Core US REIT ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 67 funds opened new iShares Core US REIT ETF positions in Q4 2022 and 32 closed out, a net change of +35 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2022 was Fiducient Advisors, an estimated $31.3M added.
  • The largest iShares Core US REIT ETF seller in Q4 2022 was Allstate Corporation, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2022.