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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 %
CWM
101
CarsonAllaria Wealth Management
Illinois
$1.83M +$23.5K +458 +1%
CCMG
102
Clark Capital Management Group
Pennsylvania
$1.75M +$1.75M +34,012 New
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$1.72M +$556K +10,821 +48%
TC
104
Telemus Capital
Michigan
$1.7M -$92.6K -1,801 -5%
EWA
105
Exencial Wealth Advisors
Oklahoma
$1.68M -$23.6K -460 -1%
HFS
106
Horizon Financial Services
North Carolina
$1.65M +$44.5K +865 +3%
SCP
107
Stamos Capital Partners
California
$1.55M +$1.24M +24,050 +394%
IIA
108
IPG Investment Advisors
California
$1.42M +$1.05M +20,398 +282%
VT
109
Vise Technologies
New York
$1.4M +$344K +6,689 +33%
BFA
110
Brown Financial Advisory
Alabama
$1.36M -$495K -9,626 -27%
WKWM
111
Walter & Keenan Wealth Management
Indiana
$1.35M +$133K +2,583 +11%
DWM
112
Drive Wealth Management
Utah
$1.28M -$149K -2,898 -10%
EH
113
Equitable Holdings
New York
$1.25M -$3.6K -70 -0.3%
ASN
114
Advisory Services Network
Georgia
$1.21M +$701K +13,645 +139%
MUAMU
115
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.2M +$206K +4,000 +21%
PWA
116
Peterson Wealth Advisors
Utah
$1.16M -$204K -3,929 -15%
RFA
117
RTD Financial Advisors
Pennsylvania
$1.13M – – –
RW
118
RVW Wealth
California
$1.1M -$61.1K -1,189 -5%
Northern Trust
119
Northern Trust
Illinois
$1.07M +$19.3K +375 +2%
TWC
120
TD Waterhouse Canada
Ontario, Canada
$1.05M – – –
BCI
121
Brinker Capital Investments
Pennsylvania
$1.02M -$2.42K -47 -0.2%
OPS
122
Orion Portfolio Solutions
Nebraska
$1.02M -$2.42K -47 -0.2%
AF
123
Allworth Financial
California
$1.02M -$92.4K -1,798 -8%
SFA
124
Source Financial Advisors
New York
$997K -$4.88K -95 -0.5%
HSG
125
Helen Stephens Group
Texas
$984K -$7.71K -150 -0.8%
3 4
5
6 7