iShares Core US REIT ETF
USRT
287 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 19 closing their positions.
300% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 14 → 21 (+7)
36% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 73
32% more capital invested
Capital invested by funds: $1.36B → $1.79B (+$434M)
22% more funds holding
Funds holding: 235 → 287 (+52)
6.62% more ownership
Funds ownership: 59.34% → 65.95% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.3M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$14.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$11.4M |
| 5 |
TFA
TPG Financial Advisors
Portland,
Oregon
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$9.1M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.8M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.85M |
| 4 |
GB
Gunma Bank
Gunma,
Japan
|
-$3.17M |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$2.67M |
USRT Hedge Fund Activity: Q4 2021 in Review
287 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2021, worth a combined $1.79B — up 32% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new USRT positions and 19 closed out — a net gain of 57 holders — while 99 added to existing stakes and 73 trimmed.
The largest buyer was BlackRock, adding an estimated $15.3M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $9.1M sold.
- 287 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2021, up from 235 in Q3 2021.
- Funds reported $1.79B of iShares Core US REIT ETF stock for Q4 2021, up 32% quarter-over-quarter.
- 76 funds opened new iShares Core US REIT ETF positions in Q4 2021 and 19 closed out, a net change of +57 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2021 was BlackRock, an estimated $15.3M added.
- The largest iShares Core US REIT ETF seller in Q4 2021 was Fund Evaluation Group, an estimated $9.1M sold.
Based on aggregated 13F filings for Q4 2021.