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iShares Core US REIT ETF
USRT

Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
201
New York Life Investment Management
New York
$205K -$108K -2,266 -34%
AFG
202
Arkansas Financial Group
Arkansas
$205K +$476 +10 +0.2%
RBC
203
Roble Belko & Company
Pennsylvania
$203K -$777K -16,361 -79%
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$200K +$569 +12 +0.3%
GT
205
Glenmede Trust
Pennsylvania
$191K – – –
AWM
206
Avondale Wealth Management
Texas
$190K -$23.8K -500 -11%
PO
207
Private Ocean
California
$188K – – –
PTC
208
Private Trust Company
Ohio
$183K +$183K +3,849 New
HS
209
Horan Securities
United States
$172K -$48K -1,010 -22%
FA
210
Faithward Advisors
Pennsylvania
$166K +$852 +18 +0.5%
JPMorgan Chase & Co
211
JPMorgan Chase & Co
New York
$153K -$80.8K -1,708 -35%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$145K +$1.84K +39 +1%
TAIM
213
TD Ameritrade Investment Management
Nebraska
$126K -$72.6K -1,526 -37%
AssetMark Inc
214
AssetMark Inc
California
$125K +$22.7K +479 +22%
SPIA
215
Steward Partners Investment Advisory
New York
$113K – – –
BFO
216
Biltmore Family Office
North Carolina
$110K – – –
BAM
217
Belpointe Asset Management
Nevada
$100K -$1.76M -36,885 -95%
CFFP
218
Center for Financial Planning
Michigan
$88K – – –
CSPAM
219
Cary Street Partners Asset Management
Virginia
$88K +$88K +1,847 New
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$81K +$81K +1,708 New
FSWA
221
Financial Synergies Wealth Advisors
Texas
$80.3K +$380 +8 +0.5%
OCM
222
Orion Capital Management
California
$71K -$19.5K -412 -22%
CHC
223
City Holding Co
West Virginia
$69K – – –
OPW
224
Oxler Private Wealth
New York
$67.8K +$67.8K +600 New
AWM
225
Avior Wealth Management
Nebraska
$66K -$375 -8 -0.6%
7 8
9
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