iShares Core US REIT ETF
USRT
207 hedge funds and large institutions have $967M invested in iShares Core US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 23 closing their positions.
87% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 23
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
28% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 61
22% more capital invested
Capital invested by funds: $795M → $967M (+$172M)
9% more funds holding
Funds holding: 190 → 207 (+17)
2.69% more ownership
Funds ownership: 57.57% → 60.27% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$44.5M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.7M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.23M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$29.9M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$12.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.57M |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$3.4M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$3.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
AssetMark Inc
Concord,
California
| – | -$3K | -63 | Closed |
|
|
CSPIA
227
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$3K | -63 | Closed |
|
|
NIC
228
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$2K | -41 | Closed |
|
|
LIA
229
Luken Investment Analytics
Brentwood,
Tennessee
| – | +$420 | +9 | New |
|
USRT Hedge Fund Activity: Q4 2020 in Review
207 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2020, worth a combined $967M — up 22% from $795M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new USRT positions and 23 closed out — a net gain of 20 holders — while 78 added to existing stakes and 61 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $44.5M. The largest seller was BlackRock, cutting an estimated $29.9M.
- 207 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2020, up from 190 in Q3 2020.
- Funds reported $967M of iShares Core US REIT ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 43 funds opened new iShares Core US REIT ETF positions in Q4 2020 and 23 closed out, a net change of +20 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2020 was Schroder Investment Management Group, an estimated $44.5M added.
- The largest iShares Core US REIT ETF seller in Q4 2020 was BlackRock, an estimated $29.9M sold.
Based on aggregated 13F filings for Q4 2020.