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iShares Core US REIT ETF
USRT

Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
Congress Asset Management
Massachusetts
$5.47M -$260K -5,149 -5%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$5.34M +$236K +4,673 +5%
RVPG
53
Relative Value Partners Group
$5.06M +$924K +18,334 +22%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$5.02M +$390K +7,737 +8%
CPCM
55
Cornerstone Partners Capital Management
Virginia
$4.89M -$3.84M -76,241 -44%
Osaic Holdings
56
Osaic Holdings
Arizona
$4.61M -$514K -10,190 -10%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.43M +$524K +10,389 +13%
SFG
58
StrategIQ Financial Group
Indiana
$4.36M +$135K +2,688 +3%
CCM
59
Coldstream Capital Management
Washington
$4.35M -$3.22M -63,941 -43%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$4.23M -$2.32M -46,005 -35%
Wells Fargo
61
Wells Fargo
California
$4.04M -$259K -5,137 -6%
CA
62
Cambridge Associates
Massachusetts
$4.04M – – –
TDWM
63
Topel & Distasi Wealth Management
California
$3.94M +$355K +7,048 +10%
BAM
64
Belpointe Asset Management
Nevada
$3.86M +$3.59M +71,223 +1,338%
CW
65
CIC Wealth
Maryland
$3.78M +$910K +18,056 +32%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.77M -$882K -17,508 -19%
AWM
67
AE Wealth Management
Kansas
$3.69M +$1.89M +37,419 +105%
GB
68
Gunma Bank
Japan
$3.53M – – –
VWA
69
Visionary Wealth Advisors
Illinois
$3.4M -$428K -8,494 -11%
MGIA
70
Moneta Group Investment Advisors
Missouri
$3.39M -$302K -5,991 -8%
BIP
71
Blueprint Investment Partners
North Carolina
$3.26M -$370K -7,335 -10%
Goldman Sachs
72
Goldman Sachs
New York
$3.2M +$114K +2,259 +4%
MHS
73
M Holdings Securities
Oregon
$3.12M -$495K -9,816 -14%
FHB
74
First Hawaiian Bank
Hawaii
$3.1M – – –
HCA
75
Heck Capital Advisors
Wisconsin
$3.01M -$82K -1,627 -3%
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