iShares Core US REIT ETF
USRT
32 hedge funds and large institutions have $16.9M invested in iShares Core US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $13.9M → $16.9M (+$2.94M)
3% more funds holding
Funds holding: 31 → 32 (+1)
0.11% more ownership
Funds ownership: 19.05% → 19.16% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.81M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.27M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$417K |
| 4 |
Morgan Stanley
New York
|
+$308K |
| 5 |
LPL Financial
San Diego,
California
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$626K |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$416K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$327K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $28K | – | – | – |
|
27
BlackRock
New York
| $23K | – | – | – |
|
|
AA
28
AlphaMark Advisors
Ft. Wright,
Kentucky
| $20K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
|
HS
30
Horan Securities
Cincinnati,
United States
| $5K | +$4.87K | +99 | New |
|
|
PG
31
Patten Group
Chattanooga,
Tennessee
| $2K | – | – | – |
|
|
32
HighTower Advisors
Chicago,
Illinois
| – | -$327K | -6,683 | Closed |
|
33
Envestnet Asset Management
Chicago,
Illinois
| – | -$102K | -2,100 | Closed |
|
|
RAM
34
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$12K | -250 | Closed |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -110 | Closed |
|
USRT Hedge Fund Activity: Q1 2017 in Review
32 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2017, worth a combined $16.9M — up 21% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USRT positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.81M. The largest seller was Royal Bank of Canada, cutting an estimated $1.23M.
- 32 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2017, up from 31 in Q4 2016.
- Funds reported $16.9M of iShares Core US REIT ETF stock for Q1 2017, up 21% quarter-over-quarter.
- 6 funds opened new iShares Core US REIT ETF positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2017 was Wells Fargo, an estimated $2.81M added.
- The largest iShares Core US REIT ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2017.