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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 %
BIP
76
Blueprint Investment Partners
North Carolina
$3.33M +$10.3K +200 +0.3%
FHB
77
First Hawaiian Bank
Hawaii
$3.16M – – –
Bank of Nova Scotia
78
Bank of Nova Scotia
Ontario, Canada
$3.14M +$3.14M +61,120 New
PP
79
Prosperity Planning
Missouri
$3.08M +$154K +2,990 +5%
CL
80
Cabana LLC
Arkansas
$3.01M +$3.01M +58,545 New
HCA
81
Heck Capital Advisors
Wisconsin
$2.99M -$73.2K -1,424 -2%
AC
82
AWM Capital
Arizona
$2.83M +$20.9K +406 +0.7%
Goldman Sachs
83
Goldman Sachs
New York
$2.73M -$527K -10,249 -16%
WCM
84
Windsor Capital Management
Arizona
$2.63M +$139K +2,708 +6%
State Street
85
State Street
Massachusetts
$2.63M +$41.1K +800 +2%
PCM
86
Piedmont Capital Management
Montana
$2.57M +$27.5K +535 +1%
NW
87
Naviter Wealth
Arkansas
$2.55M +$1.33M +25,967 +110%
BEC
88
Blue Edge Capital
Virginia
$2.42M +$15K +291 +0.6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.34M +$1.44M +28,076 +161%
RFN
90
RDA Financial Network
Iowa
$2.33M -$610K -11,860 -21%
MNBTD
91
Moody National Bank Trust Division
Texas
$2.32M +$241K +4,697 +12%
SWM
92
SigFig Wealth Management
California
$2.31M -$49.7K -846 -2%
3IP
93
3Chopt Investment Partners
Virginia
$2.25M -$21.5K -418 -0.9%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$2.22M -$1.03K -20 -0%
FIA
95
Foundations Investment Advisors
Arizona
$2.16M +$2.16M +42,032 New
GC
96
Garde Capital
Washington
$2.14M -$134K -2,601 -6%
SAM
97
Securian Asset Management
Minnesota
$1.98M – – –
IWN
98
Independent Wealth Network
Iowa
$1.96M +$150K +2,915 +8%
FFA
99
Fi3 Financial Advisors
Indiana
$1.94M -$944K -18,360 -33%
FIM
100
Freedom Investment Management
Connecticut
$1.93M -$146K -2,835 -7%
2 3
4
5 6