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iShares Core US REIT ETF
USRT

Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
COWA LLC
Oklahoma
$1.14M +$942K +17,501 +469%
PWA
127
Peterson Wealth Advisors
Utah
$1.11M +$26.1K +486 +2%
RW
128
RVW Wealth
California
$1.09M -$22.8K -423 -2%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.05M -$140K -2,605 -12%
BCI
130
Brinker Capital Investments
Pennsylvania
$1.05M -$140K -2,605 -12%
AF
131
Allworth Financial
California
$1.05M +$61.6K +1,145 +6%
CA
132
CGN Advisors
Kansas
$978K +$9.79K +182 +1%
GSIS
133
Global Strategic Investment Solutions
Arizona
$973K – – –
VT
134
Vise Technologies
New York
$969K +$47.7K +886 +5%
SFP
135
Strategic Financial Planning
Texas
$958K -$22.2K -412 -2%
Renaissance Technologies
136
Renaissance Technologies
New York
$931K +$414K +7,700 +80%
HSG
137
Helen Stephens Group
Texas
$927K -$156K -2,896 -14%
HAS
138
HBW Advisory Services
California
$923K – – –
FFA
139
Fi3 Financial Advisors
Indiana
$915K -$499K -9,778 -35%
1IA
140
1834 Investment Advisors
Wisconsin
$904K – – –
Fidelity International
141
Fidelity International
Bermuda
$889K -$6.29M -116,995 -88%
Prudential Financial
142
Prudential Financial
New Jersey
$887K +$336K +6,242 +61%
IIC
143
Integrated Investment Consultants
Michigan
$882K – – –
MCM
144
MAI Capital Management
Ohio
$870K +$36K +670 +4%
AWM
145
Apollon Wealth Management
South Carolina
$858K -$21.3K -396 -2%
WKWM
146
Walter & Keenan Wealth Management
Indiana
$850K -$424K -7,883 -33%
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$841K +$309K +5,752 +58%
CA
148
Cetera Advisors
Colorado
$820K +$78.9K +1,467 +11%
MUAMU
149
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$785K -$134K -2,500 -15%
RFG
150
Range Financial Group
Oregon
$782K +$39.9K +741 +5%
4 5
6
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