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iShares Core US REIT ETF
USRT

Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Allen Investment Management
New York
$1.37M – – –
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$1.34M +$185K +3,668 +16%
PWA
103
Peterson Wealth Advisors
Utah
$1.32M -$119K -2,354 -8%
EH
104
Equitable Holdings
New York
$1.23M -$24.7K -490 -2%
WKWM
105
Walter & Keenan Wealth Management
Indiana
$1.2M +$788K +15,625 +193%
NW
106
Naviter Wealth
Arkansas
$1.19M -$1.02M -20,215 -46%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$1.14M -$892K -17,700 -44%
RW
108
RVW Wealth
California
$1.14M – – –
TPCW
109
TD Private Client Wealth
New York
$1.13M -$54.3K -1,078 -5%
GIA
110
Goodwin Investment Advisory
Georgia
$1.11M +$939K +18,630 +535%
PA
111
Parallel Advisors
California
$1.11M -$330K -6,550 -23%
RFA
112
RTD Financial Advisors
Pennsylvania
$1.11M +$367K +7,284 +50%
AF
113
Allworth Financial
California
$1.09M -$1.01K -20 -0.1%
VT
114
Vise Technologies
New York
$1.03M +$136K +2,690 +15%
Northern Trust
115
Northern Trust
Illinois
$1.03M -$1.09M -21,601 -51%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$1.01M +$230K +4,600 +29%
JWCA
117
J.W. Cole Advisors
Florida
$1M -$10.1K -200 -1%
BCI
118
Brinker Capital Investments
Pennsylvania
$1M +$252 +5 +0%
OPS
119
Orion Portfolio Solutions
Nebraska
$1M +$1M +19,853 New
AWS
120
Atria Wealth Solutions
New York
$992K +$66.6K +1,322 +7%
SFA
121
Source Financial Advisors
New York
$982K +$41.8K +829 +4%
MUAMU
122
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$973K – – –
HSG
123
Helen Stephens Group
Texas
$973K -$12.1K -240 -1%
RBC
124
Roble Belko & Company
Pennsylvania
$937K +$374K +7,426 +66%
GSIS
125
Global Strategic Investment Solutions
Arizona
$911K +$353 +7 +0%
3 4
5
6 7