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iShares Core US REIT ETF
USRT

Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$11.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.1M
3
BlackRock
BlackRock
New York
+$8.22M
4
PF
Phoenix Financial
Israel
+$7.78M
5
CST
Charles Schwab Trust
Nevada
+$6.28M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$38.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.96M
4
UBS Group
UBS Group
Switzerland
-$4.99M
5
PCH
PGIM Custom Harvest
New Jersey
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Perigon Wealth Management
California
$275K +$1.46K +29 +0.5%
TAM
202
Tocqueville Asset Management
New York
$275K – – –
LWM
203
Laidlaw Wealth Management
New York
$269K -$250K -4,952 -48%
FM
204
Foster & Motley
Ohio
$267K +$47.7K +945 +22%
SFG
205
Sage Financial Group
Pennsylvania
$263K +$263K +5,220 New
FFP
206
FourThought Financial Partners
Florida
$257K -$33.4K -662 -11%
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$257K – – –
WF
208
Wayfinding Financial
Washington
$257K +$257K +5,113 New
Brown Advisory
209
Brown Advisory
Maryland
$254K +$2.32K +46 +0.9%
NL
210
Navalign LLC
California
$253K -$622K -12,343 -71%
SPC
211
Sigma Planning Corp
Michigan
$251K -$146K -2,903 -37%
PIAS
212
PCA Investment Advisory Services
Ohio
$246K +$246K +4,888 New
LWMNY
213
Landmark Wealth Management (New York)
New York
$243K +$243K +4,822 New
UCFA
214
United Capital Financial Advisors
Texas
$241K +$241K +4,784 New
AFAS
215
Acorn Financial Advisory Services
Virginia
$239K -$8.27K -164 -3%
TCWM
216
Total Clarity Wealth Management
Illinois
$227K -$22.4K -445 -9%
MMA
217
Miracle Mile Advisors
California
$226K +$226K +4,483 New
SWM
218
Seaside Wealth Management
California
$224K -$18.6K -365 -8%
Betterment LLC
219
Betterment LLC
New York
$224K +$15K +298 +7%
RC
220
Roundview Capital
New Jersey
$224K – – –
ECG
221
Edge Capital Group
Georgia
$224K – – –
PCM
222
Penserra Capital Management
California
$219K +$219K +4,355 New
ATPW
223
Ashton Thomas Private Wealth
Arizona
$219K -$42.5K -843 -16%
BTI
224
Blue Trust Inc
Georgia
$218K – – –
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$215K +$656 +13 +0.3%
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