iShares Core US REIT ETF
USRT
329 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 43 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 120
4% less funds holding
Funds holding: 344 → 329 (-15)
5.77% less ownership
Funds ownership: 68.54% → 62.76% (-5.8%)
8% less capital invested
Capital invested by funds: $1.6B → $1.47B (-$133M)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
31% less funds holding in top 10
Funds holding in top 10: 16 → 11 (-5)
72% less call options, than puts
Call options by funds: $172K | Put options by funds: $619K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$12.8M |
| 2 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$11.7M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$10.6M |
| 4 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$6.74M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$33.2M |
| 2 |
Morgan Stanley
New York
|
-$32.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$29.2M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$22M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$17.8M |
USRT Hedge Fund Activity: Q1 2024 in Review
329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2024, worth a combined $1.47B — down 8.3% from $1.6B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of USRT and 35 opened new positions — a net loss of 8 holders — while 120 trimmed existing stakes and 113 added.
The largest buyer was Legacy Financial Group (Iowa), adding an estimated $12.8M. The largest seller was Fiducient Advisors, cutting an estimated $33.2M.
- 329 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2024, down from 344 in Q4 2023.
- Funds reported $1.47B of iShares Core US REIT ETF stock for Q1 2024, down 8.3% quarter-over-quarter.
- 35 funds opened new iShares Core US REIT ETF positions in Q1 2024 and 43 closed out, a net change of -8 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2024 was Legacy Financial Group (Iowa), an estimated $12.8M added.
- The largest iShares Core US REIT ETF seller in Q1 2024 was Fiducient Advisors, an estimated $33.2M sold.
Based on aggregated 13F filings for Q1 2024.