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iShares Core US REIT ETF
USRT

320 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 104

14% more capital invested

Capital invested by funds: $1.47B → $1.67B (+$199M)

5.73% more ownership

Funds ownership: 62.76% → 68.5% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3% less funds holding

Funds holding: 329 → 320 (-9)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
320
Holders Change
-9
Holders Change %
-2.74%
% of All Funds
4.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
123
Reduced
104
Closed
36
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$527K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$131M
2
GT
Glenmede Trust
Pennsylvania
+$74.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$20.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$19.9M
5
US Bancorp
US Bancorp
Minnesota
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
FTA
Financial & Tax Architects
Missouri
-$18M
2
BIP
Blueprint Investment Partners
North Carolina
-$11.5M
3
SAG
SageView Advisory Group
California
-$11.1M
4
HHGA
Halbert Hargrove Global Advisors
California
-$9.6M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
301
McIlrath & Eck
Washington
$4.87K +$52 +1 +1%
GEA
302
Glen Eagle Advisors
New Jersey
$4.61K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$4.18K – – –
PA
304
Pineridge Advisors
Missouri
$4.07K – – –
SL
305
Salomon & Ludwin
Virginia
$3.11K – – –
LFG
306
Larson Financial Group
Missouri
$2.36K +$2.28K +44 New
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2K – – –
PA
308
PSI Advisors
Florida
$1.66K – – –
SIS
309
Sound Income Strategies
Florida
$1.41K -$5.55K -107 -80%
Citigroup
310
Citigroup
New York
$1.34K +$1.3K +25 New
HPC
311
HM Payson & Co
Maine
$1.29K +$1.25K +24 New
Russell Investments Group
312
Russell Investments Group
United Kingdom
$1.07K – – –
HCA
313
Heck Capital Advisors
Wisconsin
$937 – – –
KHC
314
Koesten Hirschmann & Crabtree
Kansas
$538 – – –
MG
315
Mather Group
Illinois
$538 +$519 +10 New
MCM
316
MV Capital Management
Maryland
$429 – – –
CP
317
Covenant Partners
Tennessee
$429 +$415 +8 New
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$161 – – –
PAG
319
Paladin Advisory Group
Iowa
$106 – – –
HNB
320
Huntington National Bank
Ohio
$54 – – –
CAM
321
Creekmur Asset Management
Illinois
$31 – – –
CSIA
322
Charles Schwab Investment Advisory
California
– -$140M -2,596,716 Closed
FTA
323
Financial & Tax Architects
Missouri
– -$18M -334,306 Closed
PBF
324
Petix & Botte Financial
California
– -$4.53M -84,249 Closed
CCMG
325
Clark Capital Management Group
Pennsylvania
– -$4.01M -74,489 Closed
11 12
13
14 15

USRT Hedge Fund Activity: Q2 2024 in Review

320 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2024, worth a combined $1.67B — up 14% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of USRT and 29 opened new positions — a net loss of 7 holders — while 104 trimmed existing stakes and 123 added.

The largest buyer was Charles Schwab, adding an estimated $131M. The largest seller was Financial & Tax Architects, exiting entirely with an estimated $18M sold.

  • 320 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2024, down from 329 in Q1 2024.
  • Funds reported $1.67B of iShares Core US REIT ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 29 funds opened new iShares Core US REIT ETF positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2024 was Charles Schwab, an estimated $131M added.
  • The largest iShares Core US REIT ETF seller in Q2 2024 was Financial & Tax Architects, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2024.