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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 %
RVPG
51
Relative Value Partners Group
$5.39M +$229K +4,452 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.3M +$278K +5,400 +6%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$5.29M +$172K +3,350 +3%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$5.24M -$210K -4,089 -4%
Bank of America
55
Bank of America
North Carolina
$5.01M -$4.62M -89,790 -48%
CPCM
56
Cornerstone Partners Capital Management
Virginia
$4.99M – – –
AWM
57
AE Wealth Management
Kansas
$4.75M +$994K +19,343 +26%
MFGP
58
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.73M +$210K +4,091 +5%
CA
59
CoreCap Advisors
Michigan
$4.55M +$4.55M +88,475 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$4.29M -$25.9K -504 -0.6%
PF
61
Phoenix Financial
Israel
$4.29M -$3.65M -71,047 -46%
Wells Fargo
62
Wells Fargo
California
$4.17M +$47.9K +931 +1%
CA
63
Cambridge Associates
Massachusetts
$4.12M – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$4.12M +$1.75M +34,020 +74%
TDWM
65
Topel & Distasi Wealth Management
California
$4.05M +$32K +622 +0.8%
CW
66
CIC Wealth
Maryland
$3.99M +$128K +2,491 +3%
SFG
67
StrategIQ Financial Group
Indiana
$3.94M -$512K -9,957 -12%
FDS
68
Freedom Day Solutions
Texas
$3.68M +$3.68M +71,507 New
MGIA
69
Moneta Group Investment Advisors
Missouri
$3.63M +$174K +3,389 +5%
GB
70
Gunma Bank
Japan
$3.6M – – –
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$3.58M -$260K -5,054 -7%
VWA
72
Visionary Wealth Advisors
Illinois
$3.51M +$34.4K +669 +1%
RJA
73
Raymond James & Associates
Florida
$3.5M +$3.5M +68,113 New
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$3.49M +$1M +19,534 +40%
MAWAG
75
Mid-American Wealth Advisory Group
Missouri
$3.44M +$3.44M +65,168 New
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