iShares Core US REIT ETF
USRT
27 hedge funds and large institutions have $16.1M invested in iShares Core US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
22% more capital invested
Capital invested by funds: $13.2M → $16.1M (+$2.91M)
17% more funds holding
Funds holding: 23 → 27 (+4)
3.57% more ownership
Funds ownership: 16.9% → 20.47% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
+$1.42M |
| 2 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$636K |
| 3 |
SG Americas Securities
New York
|
+$323K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$262K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$754K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$408K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$166K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$30.7K |
| 5 |
Morgan Stanley
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
26
Formidable Asset Management
Cincinnati,
Ohio
| $5K | – | – | – |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $2K | +$43 | +1 | +2% |
|
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$408K | -9,937 | Closed |
|
29
Brown Advisory
Baltimore,
Maryland
| – | -$5K | -124 | Closed |
|
USRT Hedge Fund Activity: Q2 2014 in Review
27 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2014, worth a combined $16.1M — up 22% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USRT positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Atherton Lane Advisers, opening a new position worth an estimated $1.42M. The largest seller was Susquehanna International Group, cutting an estimated $754K.
- 27 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2014, up from 23 in Q1 2014.
- Funds reported $16.1M of iShares Core US REIT ETF stock for Q2 2014, up 22% quarter-over-quarter.
- 6 funds opened new iShares Core US REIT ETF positions in Q2 2014 and 2 closed out, a net change of +4 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2014 was Atherton Lane Advisers, an estimated $1.42M added.
- The largest iShares Core US REIT ETF seller in Q2 2014 was Susquehanna International Group, an estimated $754K sold.
Based on aggregated 13F filings for Q2 2014.