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iShares Core US REIT ETF
USRT

Overview Fund Activity

151 hedge funds and large institutions have $629M invested in iShares Core US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
34
Increased
65
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$36M
2
FA
Fiducient Advisors
Illinois
+$21.5M
3
Wells Fargo
Wells Fargo
California
+$11.6M
4
BFG
Barber Financial Group
Kansas
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$32.6M
2
BlackRock
BlackRock
New York
-$18M
3
RJA
Raymond James & Associates
Florida
-$6.54M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.7M
5
RWM
Ritholtz Wealth Management
New York
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$150M -$4.7M -90,830 -3%
USAA
2
United Services Automobile Association
Texas
$65.3M +$36M +696,560 +123%
BlackRock
3
BlackRock
New York
$51.4M -$18M -348,406 -26%
FA
4
Fiducient Advisors
Illinois
$34.5M +$21.5M +415,327 +165%
BFG
5
Barber Financial Group
Kansas
$19.7M +$11.3M +219,446 +136%
JA
6
JOYN Advisors
Georgia
$18.9M +$1.4M +27,064 +8%
Wells Fargo
7
Wells Fargo
California
$17.9M +$11.6M +223,886 +184%
TC
8
TownSquare Capital
Utah
$15.8M +$3.86M +74,692 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.6M +$11.1M +215,387 +248%
AUB
10
Atlantic Union Bankshares
Virginia
$11.4M +$9.04M +174,814 +377%
PFA
11
Pure Financial Advisors
California
$11.3M -$585K -11,304 -5%
FI
12
FormulaFolio Investments
Michigan
$9.74M +$6.01M +116,115 +161%
Morgan Stanley
13
Morgan Stanley
New York
$8.74M +$575K +11,118 +7%
ACM
14
AlphaStar Capital Management
North Carolina
$8.58M +$3.44M +67,753 +67%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$8.21M +$8.21M +158,734 New
Bank of America
16
Bank of America
North Carolina
$7.74M +$4.12M +79,693 +114%
CL
17
Choreo LLC
Illinois
$7.72M +$1.78M +34,442 +30%
PWA
18
Peterson Wealth Advisors
Utah
$7.14M +$445K +8,500 +7%
LPL Financial
19
LPL Financial
California
$6.65M +$901K +17,425 +16%
Jane Street
20
Jane Street
New York
$6.37M +$4.2M +81,168 +193%
Ameriprise
21
Ameriprise
Minnesota
$6.24M +$3.24M +62,619 +108%
FIM
22
Freedom Investment Management
Connecticut
$6.1M -$699K -13,508 -10%
CWSR
23
Chessman Wealth Strategies RIA
Texas
$4.91M +$1.65M +31,830 +50%
RFM
24
Royal Fund Management
Florida
$4.85M +$3.71M +71,703 +326%
HPWM
25
Highland Private Wealth Management
Washington
$4.65M +$4.65M +89,855 New
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