USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

39 hedge funds and large institutions have $20.8M invested in iShares Core US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.32M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.19M
3
HighTower Advisors
HighTower Advisors
Illinois
$340K
4
HFS
HL Financial Services
Kentucky
$320K
5
FAAS
First Allied Advisory Services
California
$301K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902K
2
Wells Fargo
Wells Fargo
California
$3.02M
3
CAN
Cetera Advisor Networks
California
$330K
4
TH
Timber Hill
Connecticut
$212K
5
Morgan Stanley
Morgan Stanley
New York
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.02M -$96.2K -1,954 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.62M -$27.7K -562 -1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.32M +$2.1M +42,698 +966%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.19M +$374K +7,597 +21%
KM
5
Kalos Management
Georgia
$1.46M +$10.7K +217 +0.7%
SG Americas Securities
6
SG Americas Securities
New York
$1.18M – – –
Bank of America
7
Bank of America
North Carolina
$902K -$132K -2,679 -13%
1IA
8
1834 Investment Advisors
Wisconsin
$874K +$7.92K +161 +0.9%
HHGA
9
Halbert Hargrove Global Advisors
California
$868K – – –
LPL Financial
10
LPL Financial
California
$726K +$94K +1,910 +15%
RIA
11
Regal Investment Advisors
Michigan
$596K +$17.7K +359 +3%
UBS Group
12
UBS Group
Switzerland
$340K -$12.3K -250 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$340K +$340K +6,927 New
CAN
14
Cetera Advisor Networks
California
$330K -$87.4K -1,775 -21%
PAG
15
Private Advisor Group
New Jersey
$323K +$120K +2,500 +59%
HFS
16
HL Financial Services
Kentucky
$320K +$320K +6,511 New
FAAS
17
First Allied Advisory Services
California
$301K +$301K +6,127 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$282K +$48.6K +988 +21%
Ameriprise
19
Ameriprise
Minnesota
$257K -$2.71K -55 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$254K +$254K +5,164 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$236K +$14.8K +301 +7%
TH
22
Timber Hill
Connecticut
$212K -$62.5K -1,268 -23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$144K +$11.8K +240 +9%
HT
24
Heritage Trust
Oklahoma
$127K – – –
GWM
25
Geneos Wealth Management
Colorado
$109K +$80.5K +1,639 +282%
1
2