USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$981K +$297 +6 +0%
HSG
127
Helen Stephens Group
Texas
$966K -$581K -11,742 -38%
MUAMU
128
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$954K -$346K -7,000 -27%
AWM
129
Apollon Wealth Management
South Carolina
$938K -$144K -2,916 -13%
SFA
130
Source Financial Advisors
New York
$923K +$24.9K +503 +3%
AWS
131
Atria Wealth Solutions
New York
$908K +$284K +5,753 +46%
GSIS
132
Global Strategic Investment Solutions
Arizona
$894K +$1.24K +25 +0.1%
VT
133
Vise Technologies
New York
$878K +$341K +6,904 +64%
CCA
134
Clearwater Capital Advisors
Illinois
$874K +$874K +17,678 New
MFA
135
Millington Financial Advisors
Illinois
$860K +$860K +17,400 New
NL
136
Navalign LLC
California
$858K +$356K +7,200 +71%
TC
137
Telemus Capital
Michigan
$823K +$823K +16,366 New
IIC
138
Integrated Investment Consultants
Michigan
$811K – – –
SG
139
Sharper & Granite
California
$807K +$807K +16,311 New
HAS
140
HBW Advisory Services
California
$804K +$36K +729 +5%
CA
141
CGN Advisors
Kansas
$791K +$51.3K +1,038 +7%
AFS
142
Access Financial Services
Minnesota
$778K -$8.75K -177 -1%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$773K +$773K +15,675 New
CA
144
Cetera Advisors
Colorado
$753K -$77.7K -1,571 -9%
MCM
145
MAI Capital Management
Ohio
$751K -$1.1M -22,314 -60%
Comerica Bank
146
Comerica Bank
Texas
$746K +$264K +5,011 +55%
Mariner
147
Mariner
Kansas
$737K +$370K +7,491 +101%
BWA
148
Beam Wealth Advisors
Louisiana
$731K +$35.6K +720 +5%
RFA
149
RTD Financial Advisors
Pennsylvania
$727K -$20.6K -417 -3%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$710K -$75K -1,517 -10%
4 5
6
7 8