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iShares Core US REIT ETF
USRT

Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$135M
2
AC
Allstate Corporation
Illinois
$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.75M
5
CA
Cambridge Associates
Massachusetts
$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
$140M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.9M
3
FA
Fiducient Advisors
Illinois
$7.76M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
AlphaStar Capital Management
North Carolina
$1.37M +$1.37M +21,228 New
JWCA
127
J.W. Cole Advisors
Florida
$1.34M +$68.4K +1,058 +5%
MA
128
MAS Advisors
Florida
$1.3M +$274K +4,169 +27%
RFA
129
RTD Financial Advisors
Pennsylvania
$1.18M -$26.2K -406 -2%
GSIS
130
Global Strategic Investment Solutions
Arizona
$1.17M +$258 +4 +0%
Comerica Bank
131
Comerica Bank
Texas
$1.11M -$1.24M -18,461 -53%
HAS
132
HBW Advisory Services
California
$1M -$18.4K -284 -2%
CFN
133
Cordasco Financial Network
Florida
$997K -$279K -4,322 -22%
MCM
134
Monument Capital Management
Virginia
$982K -$946K -14,627 -49%
NL
135
Navalign LLC
California
$967K +$155K +2,433 +19%
MA
136
Mutual Advisors
Nebraska
$903K -$33.4K -516 -4%
BWA
137
Beam Wealth Advisors
Louisiana
$903K +$27.2K +421 +3%
RBC
138
Roble Belko & Company
Pennsylvania
$892K +$795K +12,287 +816%
FCH
139
Freestone Capital Holdings
Washington
$886K +$886K +13,710 New
RFG
140
Range Financial Group
Oregon
$883K +$453 +7 +0.1%
5L
141
55I LLC
Massachusetts
$866K +$42.9K +664 +5%
AAS
142
Avantax Advisory Services
Texas
$852K -$283K -4,401 -25%
RWM
143
Ritholtz Wealth Management
New York
$842K -$45K -696 -5%
CA
144
Cetera Advisors
Colorado
$838K +$177K +2,739 +27%
MML Investors Services
145
MML Investors Services
Massachusetts
$810K +$158K +2,444 +24%
DWT
146
Dorsey & Whitney Trust
South Dakota
$790K -$24.9K -385 -3%
CA
147
CGN Advisors
Kansas
$781K +$23.2K +358 +3%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$767K +$59K +913 +8%
FF
149
FourThought Financial
Florida
$751K +$459K +7,090 +157%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$748K +$276K +4,260 +58%
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