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iShares Core US REIT ETF
USRT

Overview Fund Activity

43 hedge funds and large institutions have $34.8M invested in iShares Core US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$11.6M
2
DADC
D.A. Davidson & Co
Montana
+$2.43M
3
BlackRock
BlackRock
New York
+$899K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$444K
5
Wells Fargo
Wells Fargo
California
+$424K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.06M
2
KM
Kalos Management
Georgia
-$431K
3
TH
Timber Hill
Connecticut
-$212K
4
Bank of America
Bank of America
North Carolina
-$209K
5
HHGA
Halbert Hargrove Global Advisors
California
-$41.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
1
United Services Automobile Association
Texas
$11.6M +$11.6M +235,000 New
Wells Fargo
2
Wells Fargo
California
$3.45M +$424K +8,604 +14%
Morgan Stanley
3
Morgan Stanley
New York
$2.75M +$122K +2,486 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.64M +$444K +9,021 +20%
DADC
5
D.A. Davidson & Co
Montana
$2.51M +$2.43M +49,252 +2,872%
SG Americas Securities
6
SG Americas Securities
New York
$1.18M – – –
KM
7
Kalos Management
Georgia
$1.03M -$431K -8,758 -30%
BlackRock
8
BlackRock
New York
$925K +$899K +18,259 +3,505%
1IA
9
1834 Investment Advisors
Wisconsin
$900K +$25.6K +520 +3%
HHGA
10
Halbert Hargrove Global Advisors
California
$827K -$41.3K -838 -5%
LPL Financial
11
LPL Financial
California
$721K -$5.47K -111 -0.8%
Bank of America
12
Bank of America
North Carolina
$694K -$209K -4,251 -23%
RIA
13
Regal Investment Advisors
Michigan
$625K +$28.7K +583 +5%
HFS
14
HL Financial Services
Kentucky
$479K +$158K +3,213 +49%
HighTower Advisors
15
HighTower Advisors
Illinois
$464K +$124K +2,513 +36%
PAG
16
Private Advisor Group
New Jersey
$432K +$100K +2,030 +30%
Citigroup
17
Citigroup
New York
$404K +$404K +8,209 New
UBS Group
18
UBS Group
Switzerland
$365K +$24.4K +494 +7%
CAN
19
Cetera Advisor Networks
California
$360K +$29.2K +592 +9%
FAAS
20
First Allied Advisory Services
California
$334K +$31.8K +645 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$315K +$32.3K +655 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$275K +$20.4K +413 +8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$259K -$2.06M -41,863 -89%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$250K +$13.8K +281 +6%
Ameriprise
25
Ameriprise
Minnesota
$233K -$24.3K -493 -9%
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