USRT icon

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 %
Goldman Sachs
51
Goldman Sachs
New York
$6.65M +$836K +15,657 +14%
Creative Planning
52
Creative Planning
Kansas
$6.41M -$274K -5,140 -4%
FA
53
Fiducient Advisors
Illinois
$5.9M -$507K -9,495 -8%
CM
54
Cornerstone Management
Georgia
$5.88M -$794K -14,872 -12%
PF
55
Phoenix Financial
Israel
$5.73M +$2.31M +43,328 +68%
WWM
56
Wiser Wealth Management
Georgia
$5.68M +$5.68M +106,412 New
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$5.64M – – –
MGIA
58
Moneta Group Investment Advisors
Missouri
$5.52M -$917K -17,173 -14%
FTUS
59
Flow Traders U.S.
New York
$5.34M +$5.34M +99,959 New
PA
60
Procyon Advisors
Connecticut
$5.34M +$258K +4,824 +5%
MHS
61
M Holdings Securities
Oregon
$5.26M -$1.61M -30,107 -23%
FAM
62
Forte Asset Management
New York
$5.23M +$5.23M +97,967 New
CFS
63
Cannon Financial Strategists
Georgia
$5.21M +$21.3K +398 +0.4%
Osaic Holdings
64
Osaic Holdings
Arizona
$4.67M -$2.02M -37,751 -30%
Wells Fargo
65
Wells Fargo
California
$4.59M -$1.23M -22,971 -21%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$4.58M -$216K -4,051 -5%
PAM
67
Peninsula Asset Management
Florida
$4.55M -$125K -2,345 -3%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$4.38M +$1.54M +28,791 +54%
VWA
69
Visionary Wealth Advisors
Illinois
$4.3M +$327K +6,131 +8%
RVPG
70
Relative Value Partners Group
$4.29M +$728K +12,747 +20%
CA
71
Cambridge Associates
Massachusetts
$4.28M – – –
AIM
72
Allen Investment Management
New York
$4.27M +$4.27M +79,869 New
SFG
73
StrategIQ Financial Group
Indiana
$4.22M +$276K +5,177 +7%
RIM
74
Rakuten Investment Management
Japan
$4.1M +$1.98M +36,867 +93%
RA
75
Rodgers & Associates
Pennsylvania
$3.79M +$9.45K +177 +0.2%
1 2
3
4 5