USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

212 hedge funds and large institutions have $1.11B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
3.73%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.3M
2
AA
Advisory Alpha
Michigan
+$16.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$13.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.8M
5
TC
TownSquare Capital
Utah
+$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$12M
2
HS
Horan Securities
United States
-$11M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.91M
4
FA
Fiducient Advisors
Illinois
-$9.5M
5
Bank of America
Bank of America
North Carolina
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
151
TD Ameritrade Investment Management
Nebraska
$211K – – –
EIA
152
Eastover Investment Advisors
North Carolina
$205K -$34.7K -662 -14%
FA
153
Faithward Advisors
Pennsylvania
$201K +$201K +3,840 New
SPIA
154
Steward Partners Investment Advisory
New York
$193K +$60.8K +1,160 +46%
CAL
155
Capital Advisors Ltd
Ohio
$127K – – –
IHWM
156
Iron Horse Wealth Management
Iowa
$116K -$33K -631 -22%
Macquarie Group
157
Macquarie Group
Australia
$101K -$80K -1,660 Closed
NFG
158
Next Financial Group
Texas
$101K +$15.5K +295 +18%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$98K +$80.4K +1,536 +457%
CFFP
160
Center for Financial Planning
Michigan
$97K – – –
OCM
161
Orion Capital Management
California
$95K – – –
RBC
162
Roble Belko & Company
Pennsylvania
$93K +$52 +1 +0.1%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$83K +$32.5K +619 +64%
HI
164
Harbour Investments
Wisconsin
$83K +$83K +1,581 New
AWM
165
Avior Wealth Management
Nebraska
$81K -$5.49K -105 -6%
PC
166
Permanens Capital
New York
$79K – – –
CHC
167
City Holding Co
West Virginia
$76K – – –
PA
168
Parallel Advisors
California
$75K +$21.1K +405 +39%
TIM
169
Tortoise Investment Management
New York
$67K +$50.8K +970 +313%
BMD
170
Better Money Decisions
New Mexico
$51K +$51K +970 New
FWM
171
Focused Wealth Management
New York
$48K +$208 +4 +0.4%
Bank Julius Baer & Co
172
Bank Julius Baer & Co
Switzerland
$47K +$106 +2 +0.2%
OSNBOA
173
Old Second National Bank of Aurora
Illinois
$44K +$3.8K +72 +9%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$44K +$31.5K +599 +252%
SWM
175
Spire Wealth Management
Virginia
$44K +$44K +874 New
5 6
7
8 9