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iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSA
201
River Street Advisors
Illinois
$314K +$314K +6,354 New
CB
202
Commerce Bank
Missouri
$311K -$518K -10,481 -63%
FFP
203
FourThought Financial Partners
Florida
$285K +$285K +5,767 New
FTS
204
Fifth Third Securities
Ohio
$285K +$32.5K +657 +13%
SCA
205
Snowden Capital Advisors
New York
$276K +$276K +5,573 New
FWM
206
Foresight Wealth Management
Utah
$274K -$2.6M -52,508 -90%
TAM
207
Tocqueville Asset Management
New York
$270K – – –
PWM
208
Perigon Wealth Management
California
$269K +$40.1K +810 +18%
FNWM
209
Financial Network Wealth Management
Utah
$268K -$42.8K -865 -14%
BAM
210
Belpointe Asset Management
Nevada
$263K +$160K +3,228 +154%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$256K -$27K -547 -10%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$255K +$255K +5,161 New
SBIA
213
Sheaff Brock Investment Advisors
Indiana
$252K – – –
Brown Advisory
214
Brown Advisory
Maryland
$247K +$247K +5,000 New
TCWM
215
Total Clarity Wealth Management
Illinois
$244K -$4.6K -93 -2%
PIMG
216
Patriot Investment Management Group
Tennessee
$244K – – –
AFAS
217
Acorn Financial Advisory Services
Virginia
$243K +$544 +11 +0.2%
NYLIM
218
New York Life Investment Management
New York
$239K +$25.8K +522 +12%
HIM
219
Hotaling Investment Management
Pennsylvania
$237K +$237K +4,800 New
SWM
220
Seaside Wealth Management
California
$236K +$10.7K +217 +5%
Financial Engines Advisors
221
Financial Engines Advisors
California
$225K +$225K +4,550 New
RC
222
Roundview Capital
New Jersey
$220K -$32.7K -661 -13%
ECG
223
Edge Capital Group
Georgia
$220K +$220K +4,443 New
FM
224
Foster & Motley
Ohio
$215K +$215K +4,350 New
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$210K -$12.1K -245 -5%
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9
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