iShares Core US REIT ETF
USRT
344 hedge funds and large institutions have $1.6B invested in iShares Core US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 112 reducing their positions, and 31 closing their positions.
84% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 31
32% more capital invested
Capital invested by funds: $1.21B → $1.6B (+$392M)
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
7% more funds holding
Funds holding: 323 → 344 (+21)
3.14% more ownership
Funds ownership: 65.39% → 68.54% (+3.1%)
8% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 112
85% less call options, than puts
Call options by funds: $81K | Put options by funds: $537K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$42.6M |
| 2 |
Morgan Stanley
New York
|
+$38.2M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$27.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.6M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$12.4M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$7.2M |
| 4 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
-$6.53M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$6.18M |
USRT Hedge Fund Activity: Q4 2023 in Review
344 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2023, worth a combined $1.6B — up 32% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new USRT positions and 31 closed out — a net gain of 26 holders — while 121 added to existing stakes and 112 trimmed.
The largest buyer was BlackRock, adding an estimated $42.6M. The largest seller was PNC Financial Services Group, cutting an estimated $15.6M.
- 344 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2023, up from 323 in Q3 2023.
- Funds reported $1.6B of iShares Core US REIT ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 57 funds opened new iShares Core US REIT ETF positions in Q4 2023 and 31 closed out, a net change of +26 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2023 was BlackRock, an estimated $42.6M added.
- The largest iShares Core US REIT ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2023.