iShares Core US REIT ETF
USRT
298 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 103 reducing their positions, and 36 closing their positions.
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
0% more funds holding
Funds holding: 298 → 298 (0)
5% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 103
1.82% less ownership
Funds ownership: 62.78% → 60.96% (-1.8%)
13% less capital invested
Capital invested by funds: $1.24B → $1.08B (-$163M)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$22.5M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$9.13M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$4M |
| 4 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$3.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Parallel Advisors
San Francisco,
California
|
-$23.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$14.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$10.2M |
| 4 |
BlackRock
New York
|
-$9.83M |
| 5 |
SF
SBK Financial
Richmond,
Virginia
|
-$5.45M |
USRT Hedge Fund Activity: Q3 2022 in Review
298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2022, worth a combined $1.08B — down 13% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new USRT positions and 36 closed out — a net gain of 3 holders — while 98 added to existing stakes and 103 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Parallel Advisors, cutting an estimated $23.7M.
- 298 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $1.08B of iShares Core US REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 39 funds opened new iShares Core US REIT ETF positions in Q3 2022 and 36 closed out, a net change of +3 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $22.5M added.
- The largest iShares Core US REIT ETF seller in Q3 2022 was Parallel Advisors, an estimated $23.7M sold.
Based on aggregated 13F filings for Q3 2022.