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iShares Core US REIT ETF
USRT

Overview Fund Activity

110 hedge funds and large institutions have $298M invested in iShares Core US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+24
Holders Change %
+27.91%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
33
Increased
39
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
+$32.7M
2
Bank of America
Bank of America
North Carolina
+$6.32M
3
USAA
United Services Automobile Association
Texas
+$5.93M
4
RJA
Raymond James & Associates
Florida
+$4.61M
5
CM
Cornerstone Management
Georgia
+$3.91M

Top Sellers

1
BlackRock
BlackRock
New York
-$31.5M
2
CF
Copperwynd Financial
Arizona
-$2.56M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
4
RA
RFG Advisory
Alabama
-$1.76M
5
BC
Brinker Capital
Pennsylvania
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$54M -$31.5M -651,797 -37%
LNC
2
Lincoln National Corp
Pennsylvania
$32.7M +$32.7M +676,718 New
USAA
3
United Services Automobile Association
Texas
$26.7M +$5.93M +122,500 +29%
JA
4
JOYN Advisors
Georgia
$20.3M +$1.03M +21,245 +5%
FA
5
Fiducient Advisors
Illinois
$12.7M -$76.7K -1,585 -0.6%
AA
6
Advisory Alpha
Michigan
$12.3M -$781K -16,601 -6%
PFA
7
Pure Financial Advisors
California
$10.8M +$122K +2,528 +1%
Morgan Stanley
8
Morgan Stanley
New York
$8.39M +$2.6M +53,674 +45%
BFG
9
Barber Financial Group
Kansas
$7.91M +$340K +7,029 +4%
FIM
10
Freedom Investment Management
Connecticut
$7.73M -$45.2K -896 -0.6%
Bank of America
11
Bank of America
North Carolina
$7.49M +$6.32M +130,630 +540%
ACM
12
AlphaStar Capital Management
North Carolina
$6.57M +$968K +20,012 +17%
CSIA
13
Charles Schwab Investment Advisory
California
$6.4M -$67.2K -1,388 -1%
PWA
14
Peterson Wealth Advisors
Utah
$5.44M +$548K +11,325 +11%
RJA
15
Raymond James & Associates
Florida
$4.61M +$4.61M +95,273 New
LPL Financial
16
LPL Financial
California
$4.14M +$3.35M +69,168 +423%
CL
17
Choreo LLC
Illinois
$4.07M +$460K +9,266 +13%
CM
18
Cornerstone Management
Georgia
$3.91M +$3.91M +80,806 New
Goldman Sachs
19
Goldman Sachs
New York
$3.52M +$3.52M +72,678 New
FI
20
FormulaFolio Investments
Michigan
$3.49M +$586K +12,116 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.97M -$112K -2,326 -4%
WI
22
WrapManager Inc
California
$2.84M -$187K -3,874 -6%
MAS
23
Managed Account Services
Florida
$2.76M +$64K +1,370 +2%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$2.71M -$58.6K -1,212 -2%
UBS Group
25
UBS Group
Switzerland
$2.46M +$17.6K +364 +0.7%
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