USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

86 hedge funds and large institutions have $268M invested in iShares Core US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
17
Increased
38
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
$13.5M
2
USAA
United Services Automobile Association
Texas
$21.1M
3
JA
JOYN Advisors
Georgia
$19.6M
4
BlackRock
BlackRock
New York
$86.9M
5
CF
Copperwynd Financial
Arizona
$2.56M

Top Sellers

1
WI
WBI Investments
New Jersey
$0
2
BC
Brinker Capital
Pennsylvania
$2.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$86.9M +$5.5M +111,940 +7%
USAA
2
United Services Automobile Association
Texas
$21.1M +$9.83M +200,000 +88%
JA
3
JOYN Advisors
Georgia
$19.6M +$8.71M +177,238 +80%
AA
4
Advisory Alpha
Michigan
$13.5M +$13.5M +278,385 New
FA
5
Fiducient Advisors
Illinois
$13M +$431K +8,769 +3%
PFA
6
Pure Financial Advisors
California
$10.9M +$556K +11,316 +5%
BFG
7
Barber Financial Group
Kansas
$7.69M -$51.2K -1,042 -0.7%
FIM
8
Freedom Investment Management
Connecticut
$7.58M +$415K +8,454 +6%
CSIA
9
Charles Schwab Investment Advisory
California
$6.57M +$1.1M +22,359 +20%
Morgan Stanley
10
Morgan Stanley
New York
$5.89M +$786K +16,001 +15%
ACM
11
AlphaStar Capital Management
North Carolina
$5.69M +$158K +3,220 +3%
PWA
12
Peterson Wealth Advisors
Utah
$4.97M +$229K +4,649 +5%
CL
13
Choreo LLC
Illinois
$3.61M -$19.5K -393 -0.5%
Wells Fargo
14
Wells Fargo
California
$3.17M +$838K +17,060 +36%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.13M -$140K -2,846 -4%
WI
16
WrapManager Inc
California
$3.08M +$11.4K +231 +0.4%
FI
17
FormulaFolio Investments
Michigan
$2.95M +$481K +9,789 +19%
BC
18
Brinker Capital
Pennsylvania
$2.91M -$1.37M -27,940 -32%
MAS
19
Managed Account Services
Florida
$2.84M +$230K +4,670 +9%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$2.81M +$25.3K +514 +0.9%
DADC
21
D.A. Davidson & Co
Montana
$2.75M +$158K +3,211 +6%
CF
22
Copperwynd Financial
Arizona
$2.56M +$2.56M +52,059 New
UBS Group
23
UBS Group
Switzerland
$2.48M -$184K -3,735 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.35M -$1.24M -25,237 -35%
RA
25
RFG Advisory
Alabama
$2.17M +$11.4K +231 +0.5%
1
2 3 4