USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$141M
2
SLI
Sumitomo Life Insurance
Japan
$8.9M
3
US Bancorp
US Bancorp
Minnesota
$72.4M
4
MWM
Merriman Wealth Management
Washington
$6.46M
5
HFS
Heritage Financial Services
Massachusetts
$12.1M

Top Sellers

1
CL
COWA LLC
Oklahoma
$252K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
3
OH
Oikos Holdings
New York
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$16.4M
5
Cerity Partners
Cerity Partners
New York
$7.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
1
Exchange Traded Concepts
Oklahoma
$141M +$141M +2,734,554 New
CSIA
2
Charles Schwab Investment Advisory
California
$125M -$2.7M -52,432 -2%
BlackRock
3
BlackRock
New York
$93.2M -$6.95M -135,159 -7%
US Bancorp
4
US Bancorp
Minnesota
$72.4M +$7.5M +145,807 +12%
Corient Private Wealth
5
Corient Private Wealth
Florida
$45.2M -$1.98M -38,519 -4%
FA
6
Fiducient Advisors
Illinois
$37M +$960K +18,666 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$33.7M -$15.8M -308,186 -32%
Morgan Stanley
8
Morgan Stanley
New York
$33.2M +$1.97M +38,349 +6%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$31.6M -$964K -18,811 -3%
CL
10
Choreo LLC
Illinois
$28.2M -$184K -3,575 -0.6%
AA
11
Advisory Alpha
Michigan
$23.7M +$1.83M +35,543 +8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$23.4M +$4.33M +84,188 +23%
CST
13
Charles Schwab Trust
Nevada
$20.6M -$87.5K -1,778 -0.4%
HighTower Advisors
14
HighTower Advisors
Illinois
$20.2M +$432K +8,395 +2%
RIM
15
Rockbridge Investment Management
New York
$19.3M +$891K +17,331 +5%
MWM
16
Mission Wealth Management
California
$18.9M +$1.29M +25,092 +7%
SRSA
17
S.R. Schill & Associates
Washington
$16.6M +$497K +9,669 +3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$16.4M -$12.8M -248,012 -44%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$15.1M +$291K +5,664 +2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$13.6M – – –
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$13M +$17.2K +334 +0.1%
EIG
22
Ellenbecker Investment Group
Wisconsin
$12.4M -$357K -6,954 -3%
HFS
23
Heritage Financial Services
Massachusetts
$12.1M +$4.33M +84,238 +56%
HHGA
24
Halbert Hargrove Global Advisors
California
$11.8M -$246K -4,789 -2%
MWM
25
MBE Wealth Management
Wisconsin
$11.4M +$180K +3,496 +2%
1
2 3 4 5