iShares Core US REIT ETF
USRT
27 hedge funds and large institutions have $13M invested in iShares Core US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 27 → 27 (0)
10.53% less ownership
Funds ownership: 27.58% → 17.06% (-11%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
51% less capital invested
Capital invested by funds: $26.3M → $13M (-$13.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$1.01M |
| 2 |
Morgan Stanley
New York
|
+$127K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$61.4K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$45.7K |
| 5 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$7.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.74M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$535K |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$200K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$178K |
| 5 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$93.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $2K | +$1.84K | +46 | New |
|
|
NES
27
New England Securities
New York
| $1K | – | – | – |
|
|
BIM
28
Bridgecreek Investment Management
Tulsa,
Oklahoma
| – | -$13K | -315 | Closed |
|
USRT Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2013, worth a combined $13M — down 51% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USRT positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 12 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.01M. The largest seller was Wells Fargo, cutting an estimated $9.74M.
- 27 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $13M of iShares Core US REIT ETF stock for Q3 2013, down 51% quarter-over-quarter.
- 2 funds opened new iShares Core US REIT ETF positions in Q3 2013 and 1 closed out, a net change of +1 holder.
- The largest iShares Core US REIT ETF buyer in Q3 2013 was SG Americas Securities, an estimated $1.01M added.
- The largest iShares Core US REIT ETF seller in Q3 2013 was Wells Fargo, an estimated $9.74M sold.
Based on aggregated 13F filings for Q3 2013.