USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$135M
2
AC
Allstate Corporation
Illinois
$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.75M
5
CA
Cambridge Associates
Massachusetts
$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
$140M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.9M
3
FA
Fiducient Advisors
Illinois
$7.76M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$140M -$84.7M -1,310,405 -38%
FEG
2
Fund Evaluation Group
Ohio
$135M +$135M +7,606 New
CSIA
3
Charles Schwab Investment Advisory
California
$97.7M -$1.42M -21,987 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$66.1M -$10.7M -164,917 -14%
MG
5
McCutchen Group
Washington
$50.8M +$2.68M +41,493 +6%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$42.6M -$2.97M -45,375 -7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$41.8M +$471K +7,290 +1%
CL
8
Choreo LLC
Illinois
$40.1M -$923K -14,282 -2%
US Bancorp
9
US Bancorp
Minnesota
$39.7M +$3.57M +55,289 +10%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$38.9M -$56.5M -873,836 -59%
EIG
11
Ellenbecker Investment Group
Wisconsin
$33.8M -$2.69M -41,609 -7%
PA
12
Parallel Advisors
California
$33.5M +$15.7K +240 +0%
Morgan Stanley
13
Morgan Stanley
New York
$32.8M +$804K +12,431 +3%
AA
14
Advisory Alpha
Michigan
$32.1M -$2.24M -34,702 -7%
Victory Capital Management
15
Victory Capital Management
Texas
$30.2M -$24.7M -399,054 -45%
SF
16
SBK Financial
Virginia
$24.5M -$9.15M -141,559 -27%
ACM
17
Agincourt Capital Management
Virginia
$24.3M +$427K +6,600 +2%
MWM
18
Mission Wealth Management
California
$22.7M -$339K -5,240 -1%
HPWM
19
Highland Private Wealth Management
Washington
$21.9M -$181K -2,794 -0.8%
CPCM
20
Cornerstone Partners Capital Management
Virginia
$19.7M – – –
HHGA
21
Halbert Hargrove Global Advisors
California
$19M +$568K +8,783 +3%
AC
22
Allstate Corporation
Illinois
$16.7M +$16.7M +258,750 New
SRSA
23
S.R. Schill & Associates
Washington
$16.7M +$107K +1,655 +0.6%
RIM
24
Rockbridge Investment Management
New York
$15.1M +$1.19M +18,069 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14M +$2.57M +39,711 +22%
1
2 3 4 5