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iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$141M
2
SLI
Sumitomo Life Insurance
Japan
$8.9M
3
US Bancorp
US Bancorp
Minnesota
$72.4M
4
MWM
Merriman Wealth Management
Washington
$6.46M
5
HFS
Heritage Financial Services
Massachusetts
$12.1M

Top Sellers

1
CL
COWA LLC
Oklahoma
$252K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
3
OH
Oikos Holdings
New York
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$16.4M
5
Cerity Partners
Cerity Partners
New York
$7.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$264K -5,131 -2%
PFM
27
Phillips Financial Management
Indiana
$10.2M +$379K +7,381 +4%
ACM
28
Agincourt Capital Management
Virginia
$10.1M +$127K +2,475 +1%
PFA
29
Pure Financial Advisors
California
$9.84M +$426K +8,281 +5%
RIM
30
Rakuten Investment Management
Japan
$9.71M -$1.32M -25,900 -12%
BWM
31
Biltmore Wealth Management
Arizona
$8.99M +$162K +3,158 +2%
SLI
32
Sumitomo Life Insurance
Japan
$8.9M +$8.9M +177,600 New
UBS Group
33
UBS Group
Switzerland
$8.64M +$499K +9,699 +6%
TA
34
Tectonic Advisors
Texas
$8.56M -$3.91K -76 -0%
TFA
35
TPG Financial Advisors
Oregon
$8.39M +$487K +9,471 +6%
RA
36
Rodgers & Associates
Pennsylvania
$7.99M +$706K +13,740 +10%
Cerity Partners
37
Cerity Partners
New York
$7.93M -$7.71M -149,967 -49%
Lido Advisors
38
Lido Advisors
California
$7.93M -$275K -5,348 -3%
LPL Financial
39
LPL Financial
California
$7.85M -$845K -16,433 -10%
EFL
40
ERn Financial LLC
Wisconsin
$7.49M +$96.1K +1,869 +1%
CFS
41
Cannon Financial Strategists
Georgia
$7.02M +$494K +9,617 +8%
WWM
42
Wiser Wealth Management
Georgia
$6.89M +$362K +7,048 +6%
CM
43
Cornerstone Management
Georgia
$6.88M +$446K +8,674 +7%
MWM
44
Merriman Wealth Management
Washington
$6.46M +$6.46M +125,631 New
PA
45
Procyon Advisors
Connecticut
$6.37M +$688K +13,386 +12%
PCH
46
PGIM Custom Harvest
New Jersey
$5.86M -$967K -18,815 -14%
Creative Planning
47
Creative Planning
Kansas
$5.62M -$304K -5,911 -5%
CWM
48
Congress Wealth Management
Massachusetts
$5.59M -$172K -3,339 -3%
Osaic Holdings
49
Osaic Holdings
Arizona
$5.4M +$701K +13,633 +15%
CAM
50
Congress Asset Management
Massachusetts
$5.4M -$179K -3,488 -3%
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