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iShares Core US REIT ETF
USRT

Overview Fund Activity

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$59M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.7M
3
BlackRock
BlackRock
New York
+$15.6M
4
B
Barings
North Carolina
+$8.19M
5
PFG
Pacific Financial Group
Washington
+$7.53M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$53.3M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.44M
3
BFG
Barber Financial Group
Kansas
-$5.66M
4
Jane Street
Jane Street
New York
-$4.85M
5
Morgan Stanley
Morgan Stanley
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthShield Partners
North Carolina
$277K – – –
MFGP
127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$270K – – –
RC
128
Roundview Capital
New Jersey
$241K +$241K +4,343 New
CWM
129
Centric Wealth Management
Illinois
$235K +$235K +4,283 New
CA
130
Cetera Advisors
Colorado
$230K -$17.1K -309 -7%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$95.2K +1,718 +71%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$230K +$144K +2,596 +168%
CAL
133
Capital Advisors Ltd
Ohio
$227K +$776 +14 +0.3%
TP
134
Tranquility Partners
Tennessee
$222K – – –
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$220K – – –
SFS
136
Sowell Financial Services
Arkansas
$207K +$207K +3,724 New
QCIG
137
Quad-Cities Investment Group
Iowa
$200K +$27.3K +490 +16%
JGIA
138
Jackson Grant Investment Advisers
Connecticut
$190K +$124K +2,232 +187%
US Bancorp
139
US Bancorp
Minnesota
$173K +$3.11K +56 +2%
BWM
140
BerganKDV Wealth Management
Minnesota
$169K +$169K +3,051 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$164K +$164K +2,949 New
PI
142
PineBridge Investments
New York
$111K +$111K +2,000 New
EIP
143
Ellis Investment Partners
Pennsylvania
$103K +$821 +15 +0.8%
CHC
144
City Holding Co
West Virginia
$89K +$89K +1,609 New
AWM
145
Avior Wealth Management
Nebraska
$82K +$27.1K +493 +49%
TAIM
146
TD Ameritrade Investment Management
Nebraska
$79K -$6.14K -110 -7%
PC
147
Permanens Capital
New York
$71K +$5.57K +100 +9%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$70K +$18.6K +335 +36%
TFO
149
Tarbox Family Office
California
$64K +$64K +1,148 New
WPA
150
West Paces Advisors
Georgia
$59.6K +$59.6K +1,073 New
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