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iShares Core US REIT ETF
USRT

Overview Fund Activity

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.3M
4
HS
Horan Securities
United States
+$5.8M
5
JA
JOYN Advisors
Georgia
+$5.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.29M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$859K +$20.2K +389 +2%
SFA
77
Sequoia Financial Advisors
Ohio
$857K -$28.9K -556 -3%
CFN
78
Cordasco Financial Network
Florida
$766K +$518K +9,952 +208%
GWAG
79
Garrett Wealth Advisory Group
Texas
$759K +$133K +2,565 +21%
HR
80
Hayden Royal
North Carolina
$730K +$123K +2,320 +20%
NFG
81
Next Financial Group
Texas
$656K +$656K +12,607 New
TRCT
82
Tower Research Capital (TRC)
New York
$639K +$241K +4,640 +61%
WCM
83
Windsor Capital Management
Arizona
$632K +$60.2K +1,159 +11%
B
84
Barings
North Carolina
$598K +$598K +11,500 New
BRC
85
Bell Rock Capital
Delaware
$596K +$67.3K +1,298 +13%
AI
86
Atria Investments
North Carolina
$585K +$48.7K +916 +9%
FWM
87
Focused Wealth Management
New York
$578K +$568K +10,915 +5,655%
MML Investors Services
88
MML Investors Services
Massachusetts
$546K +$46.9K +901 +9%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$520K +$520K +10,001 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$506K +$27.5K +528 +6%
PCM
91
Penserra Capital Management
California
$502K +$502K +9,652 New
LFG
92
LifePlan Financial Group
Ohio
$479K +$360K +6,925 +304%
AIA
93
Avalon Investment & Advisory
Texas
$474K +$474K +9,109 New
AA
94
Alesco Advisors
New York
$466K – – –
PAG
95
Private Advisor Group
New Jersey
$450K +$73.7K +1,417 +20%
JIP
96
Jaffetilchin Investment Partners
Florida
$431K -$6.61K -127 -2%
CFC
97
Coyle Financial Counsel
Illinois
$410K +$410K +7,886 New
Bank of New York Mellon
98
Bank of New York Mellon
New York
$407K -$3.12K -60 -0.8%
DWT
99
Dorsey & Whitney Trust
South Dakota
$395K +$58.1K +1,116 +17%
ACA
100
Anchor Capital Advisors
Massachusetts
$369K -$7.03K -135 -2%
2 3
4
5 6