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iShares Core US REIT ETF
USRT

Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$11.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.1M
3
BlackRock
BlackRock
New York
+$8.22M
4
PF
Phoenix Financial
Israel
+$7.78M
5
CST
Charles Schwab Trust
Nevada
+$6.28M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$38.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.96M
4
UBS Group
UBS Group
Switzerland
-$4.99M
5
PCH
PGIM Custom Harvest
New Jersey
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
COWA LLC
Oklahoma
$905K +$853K +500,462 +1,653%
IFAM
127
Institutional & Family Asset Management
Colorado
$894K -$3.47M -68,906 -80%
AWM
128
Apollon Wealth Management
South Carolina
$884K -$71.7K -1,423 -8%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$879K +$198K +3,928 +29%
MFA
130
Millington Financial Advisors
Illinois
$872K -$5.44K -108 -0.6%
AFP
131
Alpha Financial Partners
Kentucky
$864K -$192K -3,817 -18%
1IA
132
1834 Investment Advisors
Wisconsin
$863K -$164K -3,247 -16%
SG
133
Sharper & Granite
California
$862K +$40.4K +802 +5%
CA
134
CGN Advisors
Kansas
$841K +$34.8K +691 +4%
HAS
135
HBW Advisory Services
California
$828K +$8.87K +176 +1%
IIC
136
Integrated Investment Consultants
Michigan
$826K – – –
MCM
137
MAI Capital Management
Ohio
$772K +$7.16K +142 +0.9%
MML Investors Services
138
MML Investors Services
Massachusetts
$750K -$844K -16,750 -53%
BWA
139
Beam Wealth Advisors
Louisiana
$741K -$3.78K -75 -0.5%
MA
140
Mutual Advisors
Nebraska
$732K +$26.7K +529 +4%
CA
141
Cetera Advisors
Colorado
$694K -$73.9K -1,466 -10%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$676K -$47.6K -944 -7%
RFG
143
Range Financial Group
Oregon
$673K -$9.63K -191 -1%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$662K +$79.8K +1,584 +14%
WT
145
Washington Trust
Rhode Island
$658K – – –
Citigroup
146
Citigroup
New York
$633K -$3.1M -61,449 -83%
Truist Financial
147
Truist Financial
North Carolina
$631K -$629K -12,473 -50%
MA
148
MAS Advisors
Florida
$628K – – –
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$626K +$626K +12,697 New
RWM
150
Ritholtz Wealth Management
New York
$620K -$9.58K -190 -2%
4 5
6
7 8