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iShares Core US REIT ETF
USRT

Overview Fund Activity

316 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-10
Holders Change %
-3.07%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
28
Increased
122
Reduced
104
Closed
36
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$527K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$137M
2
GT
Glenmede Trust
Pennsylvania
$92M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$20.8M
5
US Bancorp
US Bancorp
Minnesota
$142M

Top Sellers

1
FTA
Financial & Tax Architects
Missouri
$0
2
BIP
Blueprint Investment Partners
North Carolina
$10.1M
3
SAG
SageView Advisory Group
California
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$1.26M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$1.91M -$411K -7,668 -18%
CWM
102
CarsonAllaria Wealth Management
Illinois
$1.86M -$34.3K -640 -2%
State Street
103
State Street
Massachusetts
$1.76M -$1.12M -20,900 -39%
EH
104
Equitable Holdings
New York
$1.71M -$3.86K -72 -0.2%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$1.67M – – –
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$1.63M +$965K +18,023 +145%
SWM
107
SigFig Wealth Management
California
$1.56M -$77.5K -1,509 -5%
RBC
108
Roble Belko & Company
Pennsylvania
$1.53M +$28.4K +530 +2%
SA
109
Sanctuary Advisors
Indiana
$1.51M +$1.51M +30,053 New
FIM
110
Freedom Investment Management
Connecticut
$1.51M +$22.5K +421 +2%
GIA
111
Goodwin Investment Advisory
Georgia
$1.46M +$5.52K +103 +0.4%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$1.44M – – –
SFA
113
Source Financial Advisors
New York
$1.43M +$77.3K +1,444 +6%
EWA
114
Exencial Wealth Advisors
Oklahoma
$1.39M -$282K -5,270 -17%
AC
115
AWM Capital
Arizona
$1.36M -$18.6K -347 -1%
MMA
116
Miracle Mile Advisors
California
$1.36M +$1.36M +25,307 New
RFN
117
RDA Financial Network
Iowa
$1.31M -$804K -15,014 -38%
SG
118
Sharper & Granite
California
$1.28M +$103K +1,919 +9%
SCP
119
Stamos Capital Partners
California
$1.27M +$28.4K +530 +2%
Citadel Advisors
120
Citadel Advisors
Florida
$1.27M +$1.27M +23,729 +296,613%
HHGA
121
Halbert Hargrove Global Advisors
California
$1.26M -$9.91M -184,976 -89%
AWM
122
AE Wealth Management
Kansas
$1.24M +$80.3K +1,500 +7%
VT
123
Vise Technologies
New York
$1.24M +$277K +5,169 +29%
MWA
124
MFA Wealth Advisors
Pennsylvania
$1.24M +$70.3K +1,312 +6%
RFA
125
RTD Financial Advisors
Pennsylvania
$1.22M -$188K -3,514 -13%
3 4
5
6 7