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iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$141M
2
SLI
Sumitomo Life Insurance
Japan
+$8.9M
3
US Bancorp
US Bancorp
Minnesota
+$7.5M
4
MWM
Merriman Wealth Management
Washington
+$6.46M
5
HFS
Heritage Financial Services
Massachusetts
+$4.33M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
3
OH
Oikos Holdings
New York
-$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$12.8M
5
Cerity Partners
Cerity Partners
New York
-$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
201
Veracity Capital
Georgia
$305K -$5.73M -111,434 -95%
KFC
202
Klingenstein Fields & Co
New York
$302K +$302K +5,867 New
TI
203
Tidal Investments
Wisconsin
$298K +$298K +5,790 New
FFP
204
FourThought Financial Partners
Florida
$289K +$26.1K +507 +10%
PWM
205
Perigon Wealth Management
California
$288K +$7.04K +137 +3%
FA
206
Flagstar Advisors
New York
$283K -$45.6K -888 -14%
FTS
207
Fifth Third Securities
Ohio
$275K -$7.97K -155 -3%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$271K -$2.49M -48,353 -90%
FTUS
209
Flow Traders U.S.
New York
$270K +$270K +5,247 New
VAF
210
Values Added Financial
District of Columbia
$269K +$269K +5,223 New
LWM
211
Laidlaw Wealth Management
New York
$268K -$5.66K -110 -2%
SFG
212
Sage Financial Group
Pennsylvania
$268K – – –
FM
213
Foster & Motley
Ohio
$268K -$3.75K -73 -1%
HS
214
Horan Securities
United States
$267K -$57.8K -1,124 -18%
SBIA
215
Sheaff Brock Investment Advisors
Indiana
$262K – – –
Brown Advisory
216
Brown Advisory
Maryland
$259K – – –
CL
217
COWA LLC
Oklahoma
$252K -$27M -525,818 -99%
PIAS
218
PCA Investment Advisory Services
Ohio
$250K -$1.49K -29 -0.6%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$248K +$36.4K +708 +17%
SS
220
Simplicity Solutions
Minnesota
$245K -$67K -1,303 -21%
NL
221
Navalign LLC
California
$242K -$15.5K -301 -6%
AFAS
222
Acorn Financial Advisory Services
Virginia
$236K -$7.2K -140 -3%
SWM
223
Seaside Wealth Management
California
$231K +$4.32K +84 +2%
RC
224
Roundview Capital
New Jersey
$228K -$308 -6 -0.1%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$224K +$977 +19 +0.4%
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9
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