USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
76
Avantax Planning Partners
Iowa
$3.49M +$3.49M +64,781 New
PP
77
Prosperity Planning
Missouri
$3.36M +$101K +1,873 +3%
CA
78
CoreCap Advisors
Michigan
$3.35M -$1.11M -20,602 -25%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$3.31M -$624K -11,595 -16%
FHB
80
First Hawaiian Bank
Hawaii
$3.3M – – –
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$3.29M +$472K +8,769 +17%
BA
82
Bellwether Advisors
Nebraska
$3.08M -$182K -3,387 -6%
Wells Fargo
83
Wells Fargo
California
$3.02M -$765K -14,216 -20%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$2.97M +$2.7M +50,216 +1,003%
WCM
85
Windsor Capital Management
Arizona
$2.97M +$76.6K +1,423 +3%
State Street
86
State Street
Massachusetts
$2.89M +$447K +8,300 +18%
MGIA
87
Moneta Group Investment Advisors
Missouri
$2.81M -$425K -7,904 -13%
DWM
88
Dogwood Wealth Management
Kansas
$2.69M +$107K +1,984 +4%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$2.46M -$493K -9,165 -17%
MNBTD
90
Moody National Bank Trust Division
Texas
$2.4M – – –
AFG
91
Atomi Financial Group
New York
$2.35M +$285K +5,298 +14%
PCM
92
Piedmont Capital Management
Montana
$2.33M +$40.6K +779 +2%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$2.33M – – –
FTUS
94
Flow Traders U.S.
New York
$2.3M +$2.3M +42,716 New
IWN
95
Independent Wealth Network
Iowa
$2.26M -$43.3K -804 -2%
SAM
96
Securian Asset Management
Minnesota
$2.2M +$53.8K +1,000 +3%
BEC
97
Blue Edge Capital
Virginia
$2.18M -$253K -4,703 -10%
RFN
98
RDA Financial Network
Iowa
$2.13M -$85.1K -1,581 -4%
AA
99
Advisory Alpha
Michigan
$2.12M -$18.2M -336,700 -90%
Charles Schwab
100
Charles Schwab
California
$2.09M -$127K -2,363 -6%
2 3
4
5 6