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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
CA
326
CoreCap Advisors
Michigan
– -$3.35M -62,329 Closed
FTUS
327
Flow Traders U.S.
New York
– -$2.3M -42,716 Closed
GB
328
Gunma Bank
Japan
– -$1.88M -35,000 Closed
SAG
329
SageView Advisory Group
California
– -$11.1M -21,095 Closed
Renaissance Technologies
330
Renaissance Technologies
New York
– -$931K -17,300 Closed
Fidelity International
331
Fidelity International
Bermuda
– -$889K -16,526 Closed
KWM
332
Kingsview Wealth Management
Oregon
– -$633K -11,773 Closed
GAA
333
Global Assets Advisory
Florida
– -$222K -11,742 Closed
RVPG
334
Relative Value Partners Group
– -$526K -10,118 Closed
ITB
335
Idaho Trust Bank
Idaho
– -$484K -8,998 Closed
LWMNY
336
Landmark Wealth Management (New York)
New York
– -$377K -7,013 Closed
PAS
337
Park Avenue Securities
New York
– -$367K -6,815 Closed
CB
338
Commerce Bank
Missouri
– -$365K -6,784 Closed
PFG
339
Prosperity Financial Group
California
– -$289K -5,369 Closed
FCM
340
Family Capital Management
Michigan
– -$275K -5,111 Closed
Brown Advisory
341
Brown Advisory
Maryland
– -$269K -5,000 Closed
PWM
342
Perigon Wealth Management
California
– -$265K -4,919 Closed
PIAS
343
PCA Investment Advisory Services
Ohio
– -$262K -4,870 Closed
VC
344
Veracity Capital
Georgia
– -$254K -4,724 Closed
AQR Capital Management
345
AQR Capital Management
Connecticut
– -$244K -4,538 Closed
OFS
346
OneAscent Financial Services
Alabama
– -$221K -4,102 Closed
CAM
347
Cresset Asset Management
Illinois
– -$202K -3,761 Closed
FSWA
348
Financial Synergies Wealth Advisors
Texas
– -$95.4K -1,773 Closed
OCM
349
Orion Capital Management
California
– -$48.4K -900 Closed
GWSG
350
GPS Wealth Strategies Group
Colorado
– -$24.4K -454 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.