USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$18.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
+$7.99M
4
CP
CornerStone Partners
Virginia
+$4.8M
5
FA
Fiducient Advisors
Illinois
+$3.97M

Top Sellers

1
BlackRock
BlackRock
New York
-$20M
2
CSIA
Charles Schwab Investment Advisory
California
-$5.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.04M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.81M
5
BO
Bank OZK
Arkansas
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
McNaughton Wealth Management
California
$1.03M -$1.4M -32,113 -58%
AIM
77
Acropolis Investment Management
Missouri
$985K -$311K -7,110 -24%
EH
78
Equitable Holdings
New York
$960K -$51.2K -1,170 -5%
IWP
79
IAG Wealth Partners
Wisconsin
$960K +$239K +5,452 +33%
BAM
80
Belpointe Asset Management
Nevada
$922K +$922K +21,088 New
AF
81
Advisornet Financial
Minnesota
$913K -$334K -7,640 -27%
1IA
82
1834 Investment Advisors
Wisconsin
$894K – – –
MA
83
MCF Advisors
Kentucky
$876K +$21.7K +496 +3%
GSIS
84
Global Strategic Investment Solutions
Arizona
$789K – – –
Sumitomo Mitsui Trust Group
85
Sumitomo Mitsui Trust Group
Japan
$783K -$44.3K -1,013 -5%
GWAG
86
Garrett Wealth Advisory Group
Texas
$763K -$92.8K -2,122 -11%
HR
87
Hayden Royal
North Carolina
$760K -$9.92K -227 -1%
Comerica Bank
88
Comerica Bank
Texas
$742K -$150K -3,329 -17%
AWM
89
AE Wealth Management
Kansas
$741K -$200K -4,560 -21%
MAS
90
Managed Account Services
Florida
$725K -$66.1K -1,469 -8%
CFN
91
Cordasco Financial Network
Florida
$720K -$1.97K -45 -0.3%
LFG
92
LifePlan Financial Group
Ohio
$709K -$45.7K -1,045 -6%
SS
93
Simplicity Solutions
Minnesota
$702K -$107K -2,443 -13%
CFD
94
Creative Financial Designs
Indiana
$701K -$1.06M -24,237 -60%
5L
95
55I LLC
Massachusetts
$675K -$574K -13,126 -46%
RWM
96
Ritholtz Wealth Management
New York
$671K -$11.2K -255 -2%
KAS
97
Kestra Advisory Services
Texas
$668K +$668K +15,271 New
HAS
98
HBW Advisory Services
California
$652K +$14K +320 +2%
IFAM
99
Institutional & Family Asset Management
Colorado
$644K +$88.8K +2,030 +16%
Citadel Advisors
100
Citadel Advisors
Florida
$632K +$632K +14,447 New
2 3
4
5 6