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iShares Core US REIT ETF
USRT

Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$135M
2
AC
Allstate Corporation
Illinois
+$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$5.46M
5
CA
Cambridge Associates
Massachusetts
+$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$56.5M
3
FA
Fiducient Advisors
Illinois
-$47.7M
4
Victory Capital Management
Victory Capital Management
Texas
-$24.7M
5
Bank of America
Bank of America
North Carolina
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
201
Private Ocean
California
$257K -$22.9K -354 -8%
YIH
202
Y-Intercept (HK)
Hong Kong
$255K +$255K +3,952 New
EIA
203
Eastover Investment Advisors
North Carolina
$254K +$30.7K +475 +14%
CA
204
Continuum Advisory
Idaho
$249K -$26.2K -424 -10%
NHC
205
Nicholas Hoffman & Company
Georgia
$248K – – –
RW
206
REDW Wealth
New Mexico
$244K – – –
FF
207
Financial Futures
New Jersey
$243K -$61.4K -948 -20%
RC
208
Roundview Capital
New Jersey
$236K +$236K +3,650 New
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$194 -3 -0.1%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$232K -$17.4K -269 -7%
FA
211
Faithward Advisors
Pennsylvania
$227K -$11.3K -175 -5%
SEA
212
Stegent Equity Advisors
Texas
$225K -$11.1K -172 -5%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$223K +$223K +3,442 New
JIC
214
Johnson Investment Counsel
Ohio
$216K -$29.8K -461 -12%
BSW
215
Buckingham Strategic Wealth
Missouri
$212K -$10.9K -168 -5%
CCM
216
Crew Capital Management
Ohio
$210K +$2.39K +37 +1%
EWM
217
Empirical Wealth Management
Washington
$206K +$206K +3,192 New
IA
218
IFP Advisors
Florida
$206K +$180K +3,610 +705%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$203K +$2.2K +34 +1%
GWM
220
Geneos Wealth Management
Colorado
$200K +$194K +3,016 +3,389%
PFS
221
Prospera Financial Services
Texas
$178K +$178K +2,746 New
AWM
222
Avondale Wealth Management
Texas
$162K +$162K +2,500 New
SPIA
223
Steward Partners Investment Advisory
New York
$154K – – –
BFO
224
Biltmore Family Office
North Carolina
$149K – – –
TPCW
225
TD Private Client Wealth
New York
$138K – – –
7 8
9
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