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iShares Core US REIT ETF
USRT

Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSG
176
Helen Stephens Group
Texas
$655K -$38.3K -669 -6%
IA
177
Insight Advisors
Pennsylvania
$648K -$15.8K -278 -2%
DC
178
Destiny Capital
Colorado
$647K +$47.3K +825 +8%
TFM
179
Trademark Financial Management
Minnesota
$642K -$328K -5,721 -34%
BWA
180
Beam Wealth Advisors
Louisiana
$627K -$25.3K -441 -4%
RFA
181
RTD Financial Advisors
Pennsylvania
$615K -$620K -10,819 -50%
CBA
182
Coastal Bridge Advisors
Connecticut
$610K +$178K +3,109 +41%
W
183
WealthCollab
Washington
$607K – – –
RFN
184
RDA Financial Network
Iowa
$607K -$536K -9,348 -47%
AAM
185
Aureus Asset Management
Massachusetts
$605K +$2.52K +44 +0.4%
AWS
186
Atria Wealth Solutions
New York
$596K -$169K -2,953 -22%
CA
187
CGN Advisors
Kansas
$590K -$139K -2,421 -19%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$588K -$68.9K -1,202 -10%
MA
189
Mutual Advisors
Nebraska
$584K -$15.5K -271 -3%
PCS
190
Private Client Services
Kentucky
$562K -$348K -6,065 -38%
CSP
191
Cary Street Partners
Virginia
$560K +$560K +9,772 New
Betterment LLC
192
Betterment LLC
New York
$550K -$2.41K -42 -0.4%
GIA
193
Gladstone Institutional Advisory
Florida
$549K +$164K +2,856 +43%
YIA
194
YHB Investment Advisors
Connecticut
$546K +$182K +3,184 +50%
IIA
195
IPG Investment Advisors
California
$544K +$32.3K +564 +6%
N
196
Natixis
France
$536K -$1.36K -24 -0.3%
HAG
197
HF Advisory Group
Maryland
$525K -$18.1K -316 -3%
Stifel Financial
198
Stifel Financial
Missouri
$522K +$47.7K +833 +10%
PS
199
Principal Securities
Iowa
$515K -$3.73K -65 -0.7%
BFA
200
Brown Financial Advisory
Alabama
$508K -$24.1K -420 -5%
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