USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

325 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, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% 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
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
1
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
2
Bank of America
North Carolina
$46.9M
3
US Bancorp
3
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$18.7M
5
OH
5
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
PF
2
Phoenix Financial
Israel
$0
3
CG
3
Colony Group
Massachusetts
$384K
4
EIG
4
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
5
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Procyon Advisors
Connecticut
$5.3M +$260K +5,267 +5%
Osaic Holdings
52
Osaic Holdings
Arizona
$5.03M +$353K +7,134 +8%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$5.01M -$1.69M -34,168 -25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$4.75M +$334K +6,746 +8%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$4.56M +$671K +13,565 +17%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$4.54M +$274K +5,541 +6%
VC
57
Veracity Capital
Georgia
$4.38M +$37.8K +764 +0.9%
IFAM
58
Institutional & Family Asset Management
Colorado
$4.28M +$3.88M +78,529 +967%
Wells Fargo
59
Wells Fargo
California
$4.22M +$64.2K +1,298 +2%
SFG
60
StrategIQ Financial Group
Indiana
$4.15M +$51K +1,031 +1%
PAM
61
Peninsula Asset Management
Florida
$4.13M -$106K -2,145 -3%
RVPG
62
Relative Value Partners Group
$4.06M +$89.8K +1,815 +2%
MGIA
63
Moneta Group Investment Advisors
Missouri
$4.01M -$797K -14,568 -17%
CAI
64
Capital Advisors Inc
Oklahoma
$3.99M +$3.99M +80,634 New
CA
65
Cambridge Associates
Massachusetts
$3.96M – – –
MFGP
66
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.83M +$786K +15,893 +26%
VWA
67
Visionary Wealth Advisors
Illinois
$3.76M -$6.43K -130 -0.2%
SF
68
SBK Financial
Virginia
$3.68M -$3.48M -70,420 -49%
Citigroup
69
Citigroup
New York
$3.66M +$3.66M +73,940 +105,629%
BIP
70
Blueprint Investment Partners
North Carolina
$3.56M +$651K +13,163 +22%
MHS
71
M Holdings Securities
Oregon
$3.55M -$392K -7,931 -10%
TDWM
72
Topel & Distasi Wealth Management
California
$3.52M +$4.75K +96 +0.1%
GB
73
Gunma Bank
Japan
$3.46M – – –
CA
74
CoreCap Advisors
Michigan
$3.45M -$5.98M -120,931 -63%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$3.21M – – –
1 2
3
4 5