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iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$141M
2
SLI
Sumitomo Life Insurance
Japan
$8.9M
3
US Bancorp
US Bancorp
Minnesota
$72.4M
4
MWM
Merriman Wealth Management
Washington
$6.46M
5
HFS
Heritage Financial Services
Massachusetts
$12.1M

Top Sellers

1
CL
COWA LLC
Oklahoma
$252K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
3
OH
Oikos Holdings
New York
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$16.4M
5
Cerity Partners
Cerity Partners
New York
$7.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$982K -$30.2K -588 -3%
GSIS
127
Global Strategic Investment Solutions
Arizona
$930K +$257 +5 +0%
CA
128
CGN Advisors
Kansas
$917K +$59K +1,148 +7%
AWM
129
Apollon Wealth Management
South Carolina
$917K +$14.7K +286 +2%
PA
130
Parallel Advisors
California
$912K -$219K -4,267 -19%
TPCW
131
TD Private Client Wealth
New York
$912K -$239K -4,653 -21%
RBC
132
Roble Belko & Company
Pennsylvania
$910K -$45.6K -888 -5%
PFM
133
Peak Financial Management
Massachusetts
$892K +$892K +17,354 New
SG
134
Sharper & Granite
California
$876K -$4.01K -78 -0.5%
HAS
135
HBW Advisory Services
California
$870K +$24.8K +482 +3%
1IA
136
1834 Investment Advisors
Wisconsin
$870K -$10.6K -207 -1%
MML Investors Services
137
MML Investors Services
Massachusetts
$862K +$96.6K +1,878 +13%
IIC
138
Integrated Investment Consultants
Michigan
$843K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$835K +$185K +3,623 +29%
GIA
140
Goodwin Investment Advisory
Georgia
$808K -$329K -6,404 -29%
MCM
141
MAI Capital Management
Ohio
$792K +$3.75K +73 +0.5%
MA
142
Mutual Advisors
Nebraska
$743K -$3.14K -61 -0.4%
BWA
143
Beam Wealth Advisors
Louisiana
$735K -$20.8K -404 -3%
CCM
144
Coldstream Capital Management
Washington
$698K -$3.74M -72,697 -84%
CA
145
Cetera Advisors
Colorado
$696K -$12.1K -235 -2%
MFA
146
Millington Financial Advisors
Illinois
$692K -$197K -3,840 -22%
RFG
147
Range Financial Group
Oregon
$691K +$5.19K +101 +0.8%
WT
148
Washington Trust
Rhode Island
$671K – – –
KWM
149
Kingsview Wealth Management
Oregon
$668K +$52.9K +1,029 +9%
Truist Financial
150
Truist Financial
North Carolina
$659K +$15.6K +303 +2%
4 5
6
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