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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 %
AFP
151
Alpha Financial Partners
Kentucky
$635K -$246K -4,792 -28%
IFAM
152
Institutional & Family Asset Management
Colorado
$628K -$285K -5,536 -31%
FCM
153
Family Capital Management
Michigan
$616K +$154 +3 +0%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$613K -$62.6K -1,218 -9%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$612K -$77.2K -1,502 -11%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$591K +$33.5K +651 +6%
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$572K -$2.06K -40 -0.4%
RWM
158
Ritholtz Wealth Management
New York
$555K -$77.4K -1,505 -12%
IA
159
Insight Advisors
Pennsylvania
$548K +$5.3K +103 +1%
EIP
160
Ellis Investment Partners
Pennsylvania
$544K +$2.31K +45 +0.4%
TRCT
161
Tower Research Capital (TRC)
New York
$537K +$170K +3,313 +47%
GW
162
GW & Wade
Massachusetts
$523K – – –
EA
163
Eclectic Associates
California
$500K -$4.32K -84 -0.9%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$499K +$280K +5,445 +128%
FWM
165
Fingerlakes Wealth Management
New York
$485K +$1.44K +28 +0.3%
RW
166
REDW Wealth
New Mexico
$483K -$51.3K -998 -10%
CPWM
167
Cypress Point Wealth Management
Texas
$478K -$7.35K -143 -2%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$473K -$895K -17,400 -65%
Stifel Financial
169
Stifel Financial
Missouri
$465K +$40.9K +795 +10%
N
170
Natixis
France
$449K – – –
HAG
171
HF Advisory Group
Maryland
$445K +$11.4K +222 +3%
TC
172
TownSquare Capital
Utah
$438K -$874 -17 -0.2%
Prudential Financial
173
Prudential Financial
New Jersey
$436K +$61.8K +1,203 +17%
MA
174
MAS Advisors
Florida
$430K -$210K -4,092 -33%
MW
175
MBL Wealth
North Carolina
$428K – – –
5 6
7
8 9