USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
151
Jackson Grant Investment Advisers
Connecticut
$161K +$1.06K +27 +0.7%
FA
152
Faithward Advisors
Pennsylvania
$154K +$154K +3,926 New
CAL
153
Capital Advisors Ltd
Ohio
$150K -$11.3K -287 -7%
SFS
154
Sowell Financial Services
Arkansas
$130K +$66.3K +1,696 +104%
FHA
155
Flagship Harbor Advisors
Massachusetts
$114K +$114K +2,900 New
ASN
156
Advisory Services Network
Georgia
$108K -$450K -11,529 -81%
RBC
157
Roble Belko & Company
Pennsylvania
$97K +$97K +2,478 New
EIP
158
Ellis Investment Partners
Pennsylvania
$68K -$1.36K -38 -2%
NFG
159
Next Financial Group
Texas
$64K +$10.3K +265 +19%
VCP
160
Verus Capital Partners
Arizona
$58K -$1.21K -31 -2%
PC
161
Permanens Capital
New York
$58K +$7.86K +200 +16%
SPIA
162
Steward Partners Investment Advisory
New York
$58K +$19.6K +500 +51%
CHC
163
City Holding Co
West Virginia
$57K -$6.25K -159 -10%
S
164
SignatureFD
Georgia
$47K +$47K +1,198 New
SF
165
Synovus Financial
Georgia
$40K +$40K +990 New
AA
166
Advisory Alpha
Michigan
$37.6K +$37.6K +960 New
VFA
167
Valeo Financial Advisors
Indiana
$36K +$7.67K +176 +27%
Bank Julius Baer & Co
168
Bank Julius Baer & Co
Switzerland
$35K +$35K +890 New
FGAM
169
Financial Gravity Asset Management
Texas
$31.1K -$11.5K -293 -27%
SMFS
170
Squar Milner Financial Services
California
$29K +$16.9K +444 +139%
Bessemer Group
171
Bessemer Group
New Jersey
$28K +$28K +721 New
AIC
172
Archer Investment Corporation
Indiana
$27K – – –
OSNBOA
173
Old Second National Bank of Aurora
Illinois
$27K +$792 +20 +3%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
LWA
175
Lowe Wealth Advisors
Maryland
$24K – – –
5 6
7
8 9