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iShares Core US REIT ETF
USRT

66 hedge funds and large institutions have $98.6M invested in iShares Core US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

183% more capital invested

Capital invested by funds: $34.8M → $98.6M (+$63.8M)

53% more funds holding

Funds holding: 43 → 66 (+23)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

9.4% more ownership

Funds ownership: 20.49% → 29.89% (+9.4%)

Holders
66
Holders Change
+23
Holders Change %
+53.49%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$32.5M
2
PFA
Pure Financial Advisors
California
+$6.95M
3
JA
JOYN Advisors
Georgia
+$3.52M
4
HHGA
Halbert Hargrove Global Advisors
California
+$2.46M
5
BlackRock
BlackRock
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$631K
2
PAG
Private Advisor Group
New Jersey
-$432K
3
USAA
United Services Automobile Association
Texas
-$323K
4
DADC
D.A. Davidson & Co
Montana
-$217K
5
Morgan Stanley
Morgan Stanley
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Allegis Investment Advisors
Idaho
$656K +$658K +13,224 New
DIA
27
Davidson Investment Advisors
Montana
$597K +$598K +12,026 New
ACM
28
AlphaStar Capital Management
North Carolina
$572K +$573K +11,528 New
SFG
29
StrategIQ Financial Group
Indiana
$571K +$572K +11,511 New
SG Americas Securities
30
SG Americas Securities
New York
$562K -$631K -12,681 -53%
HFS
31
HL Financial Services
Kentucky
$559K +$76.4K +1,536 +16%
IA
32
IFP Advisors
Florida
$555K +$521K +10,486 +1,507%
Citigroup
33
Citigroup
New York
$540K +$133K +2,670 +33%
HighTower Advisors
34
HighTower Advisors
Illinois
$385K -$81.5K -1,638 -17%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$378K +$60.9K +1,225 +19%
CAN
36
Cetera Advisor Networks
California
$345K -$18.3K -369 -5%
UBS Group
37
UBS Group
Switzerland
$340K -$27K -543 -7%
FAAS
38
First Allied Advisory Services
California
$320K -$14.4K -290 -4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$289K +$36.3K +729 +14%
Ameriprise
40
Ameriprise
Minnesota
$288K +$53.8K +1,081 +23%
MML Investors Services
41
MML Investors Services
Massachusetts
$247K -$29.2K -588 -11%
AAM
42
Aureus Asset Management
Massachusetts
$228K +$228K +4,590 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160K +$71K +1,427 +79%
AG
44
Advisor Group
Arizona
$133K +$34.1K +685 +34%
HT
45
Heritage Trust
Oklahoma
$103K -$24.9K -500 -19%
W
46
WealthShield
North Carolina
$80K +$80.6K +1,621 New
WP
47
WealthShield Partners
North Carolina
$80K +$80.6K +1,621 New
GWM
48
Geneos Wealth Management
Colorado
$79K – – –
BRC
49
Bell Rock Capital
Delaware
$61K +$61.8K +1,243 New
MWM
50
Mascoma Wealth Management
New Hampshire
$35K – – –
1
2
3

USRT Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2017, worth a combined $98.6M — up 183% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USRT positions and 2 closed out — a net gain of 23 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $32.5M. The largest seller was SG Americas Securities, cutting an estimated $631K.

  • 66 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $98.6M of iShares Core US REIT ETF stock for Q4 2017, up 183% quarter-over-quarter.
  • 25 funds opened new iShares Core US REIT ETF positions in Q4 2017 and 2 closed out, a net change of +23 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $32.5M added.
  • The largest iShares Core US REIT ETF seller in Q4 2017 was SG Americas Securities, an estimated $631K sold.

Based on aggregated 13F filings for Q4 2017.