iShares Core US REIT ETF
USRT
27 hedge funds and large institutions have $13.4M invested in iShares Core US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1.01% more ownership
Funds ownership: 17.06% → 18.06% (+1%)
3% more capital invested
Capital invested by funds: $13M → $13.4M (+$407K)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$1.26M |
| 2 |
SG Americas Securities
New York
|
+$1.11M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$344K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$52K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$772K |
| 2 |
Morgan Stanley
New York
|
-$525K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$437K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$350K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EU
26
Emory University
Atlanta,
Georgia
| $3K | – | – | – |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $2K | +$39 | +1 | +2% |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$772K | -19,712 | Closed |
|
|
RJA
29
Raymond James & Associates
St Petersburg,
Florida
| – | -$437K | -11,227 | Closed |
|
|
PP
30
Palladium Partners
Norfolk,
Virginia
| – | -$19K | -500 | Closed |
|
|
NES
31
New England Securities
New York
| – | -$1K | -36 | Closed |
|
USRT Hedge Fund Activity: Q4 2013 in Review
27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2013, worth a combined $13.4M — up 3.1% from $13M a quarter earlier.
Fund positioning in USRT was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Timber Hill, adding an estimated $1.26M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $772K sold.
- 27 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $13.4M of iShares Core US REIT ETF stock for Q4 2013, up 3.1% quarter-over-quarter.
- 4 funds opened new iShares Core US REIT ETF positions in Q4 2013 and 4 closed out, a net change of 0 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2013 was Timber Hill, an estimated $1.26M added.
- The largest iShares Core US REIT ETF seller in Q4 2013 was Susquehanna International Group, an estimated $772K sold.
Based on aggregated 13F filings for Q4 2013.