USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$106M
2
Morgan Stanley
Morgan Stanley
New York
$19.3M
3
PPW
Pasadena Private Wealth
California
$6.3M
4
HS
Horan Securities
United States
$6.42M
5
JA
JOYN Advisors
Georgia
$24.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$53.3M
2
AUB
Atlantic Union Bankshares
Virginia
$0
3
CSIA
Charles Schwab Investment Advisory
California
$144M
4
FA
Fiducient Advisors
Illinois
$30M
5
CF
Copperwynd Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$144M -$7.29M -140,139 -5%
BlackRock
2
BlackRock
New York
$106M +$54.2M +1,041,115 +105%
USAA
3
United Services Automobile Association
Texas
$53.3M -$12.5M -239,550 -19%
FA
4
Fiducient Advisors
Illinois
$30M -$4.72M -90,656 -14%
JA
5
JOYN Advisors
Georgia
$24.5M +$5.59M +107,783 +30%
BFG
6
Barber Financial Group
Kansas
$23.8M +$4.03M +77,533 +20%
TC
7
TownSquare Capital
Utah
$20M +$3.8M +71,936 +24%
Morgan Stanley
8
Morgan Stanley
New York
$19.3M +$10.5M +201,095 +119%
Wells Fargo
9
Wells Fargo
California
$18.9M +$882K +16,958 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.5M +$737K +14,161 +5%
CL
11
Choreo LLC
Illinois
$11.7M +$3.91M +75,166 +50%
PFA
12
Pure Financial Advisors
California
$10.9M -$430K -8,275 -4%
FI
13
FormulaFolio Investments
Michigan
$10.4M +$574K +11,040 +6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$9.9M +$1.64M +31,564 +20%
ACM
15
AlphaStar Capital Management
North Carolina
$9.56M +$779K +14,974 +9%
Jane Street
16
Jane Street
New York
$8.29M +$1.89M +36,267 +29%
Bank of America
17
Bank of America
North Carolina
$7.78M -$3.07K -59 -0%
PWA
18
Peterson Wealth Advisors
Utah
$7.36M +$266K +5,116 +4%
RFM
19
Royal Fund Management
Florida
$7.18M +$2.3M +44,297 +47%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6.93M +$2.94M +56,612 +74%
HS
21
Horan Securities
United States
$6.42M +$5.8M +111,471 +937%
Creative Planning
22
Creative Planning
Kansas
$6.35M +$4.8M +92,220 +310%
PPW
23
Pasadena Private Wealth
California
$6.3M +$6.3M +121,066 New
Ameriprise
24
Ameriprise
Minnesota
$5.81M -$470K -9,033 -7%
EIG
25
Ellenbecker Investment Group
Wisconsin
$5.8M +$1.62M +31,430 +39%
1
2 3 4 5