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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
+$7.5M
4
MWM
Merriman Wealth Management
Washington
+$6.46M
5
HFS
Heritage Financial Services
Massachusetts
+$4.33M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
3
OH
Oikos Holdings
New York
-$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$12.8M
5
Cerity Partners
Cerity Partners
New York
-$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
176
Mariner
Kansas
$423K +$13.9K +271 +3%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$420K +$12.9K +250 +3%
AFG
178
Albion Financial Group
Utah
$415K +$415K +8,075 New
ADL
179
Asset Dedication LLC
California
$406K -$44.7K -870 -10%
AAS
180
Avantax Advisory Services
Texas
$405K -$31.8K -618 -7%
MA
181
MCF Advisors
Kentucky
$394K +$9.82K +191 +3%
Ameriprise
182
Ameriprise
Minnesota
$392K -$32.3K -628 -8%
CG
183
Colony Group
Massachusetts
$392K -$7.2K -140 -2%
PFO
184
Pathstone Family Office
New Jersey
$386K – – –
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$382K -$46.7K -908 -11%
AIM
186
Allen Investment Management
New York
$370K -$1.03M -20,065 -74%
FAM
187
Forte Asset Management
New York
$369K -$67.8K -1,319 -16%
PIMG
188
Patriot Investment Management Group
Tennessee
$367K – – –
FNWM
189
Financial Network Wealth Management
Utah
$367K +$39.5K +750 +12%
PW
190
Peninsula Wealth
California
$366K +$1.44K +28 +0.4%
CAN
191
Cetera Advisor Networks
California
$365K +$27.7K +539 +8%
OBWG
192
Onyx Bridge Wealth Group
New York
$361K -$33.2K -645 -8%
IWC
193
Integrated Wealth Concepts
Massachusetts
$358K +$358K +6,961 New
QCIG
194
Quad-Cities Investment Group
Iowa
$354K -$15.2K -295 -4%
RSA
195
River Street Advisors
Illinois
$349K +$15K +291 +4%
Betterment LLC
196
Betterment LLC
New York
$348K +$119K +2,317 +52%
NYLIM
197
New York Life Investment Management
New York
$345K +$345K +6,712 New
DADC
198
D.A. Davidson & Co
Montana
$333K -$220K -4,280 -40%
CB
199
Commerce Bank
Missouri
$323K – – –
WF
200
Wayfinding Financial
Washington
$310K +$41K +779 +15%
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