USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$18.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
+$7.99M
4
CP
CornerStone Partners
Virginia
+$4.8M
5
FA
Fiducient Advisors
Illinois
+$3.97M

Top Sellers

1
BlackRock
BlackRock
New York
-$20M
2
CSIA
Charles Schwab Investment Advisory
California
-$5.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.04M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.81M
5
BO
Bank OZK
Arkansas
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$7K -$21.8K -499 -76%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$7K – – –
GI
178
Gradient Investments
Minnesota
$7K +$7K +164 New
APA
179
American Portfolios Advisors
New York
$7K – – –
FCH
180
Freestone Capital Holdings
Washington
$5.42K +$5.42K +124 New
SIM
181
Sonora Investment Management
Arizona
$4K -$1.88K -39 -32%
CPW
182
Catalyst Private Wealth
California
$4K +$4K +99 New
GWM
183
Geneos Wealth Management
Colorado
$3K – – –
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$3K +$3K +63 New
AssetMark Inc
185
AssetMark Inc
California
$3K +$3K +63 New
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
NIC
187
Northwest Investment Counselors
Oregon
$2K +$2K +41 New
Citigroup
188
Citigroup
New York
$1K -$2.61K -47 -72%
TWA
189
TCI Wealth Advisors
Arizona
$1K – – –
BO
190
Bank OZK
Arkansas
– -$1.55M -35,744 Closed
TRCT
191
Tower Research Capital (TRC)
New York
– -$814K -18,720 Closed
SWP
192
Strategic Wealth Partners
Ohio
– -$678K -15,600 Closed
FAIM
193
Financial Advocates Investment Management
Washington
– -$532K -12,391 Closed
IFWM
194
Institute for Wealth Management
Colorado
– -$434K -9,976 Closed
ACM
195
Armbruster Capital Management
New York
– -$382K -8,780 Closed
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
– -$352K -7,904 Closed
MOS
197
MGO One Seven
Ohio
– -$330K -7,592 Closed
DIA
198
Davidson Investment Advisors
Montana
– -$237K -5,440 Closed
GM
199
GeoWealth Management
Illinois
– -$210K -4,821 Closed
PIMG
200
Patriot Investment Management Group
Tennessee
– -$177K -4,076 Closed
5 6 7
8
9