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iShares Core US REIT ETF
USRT

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more capital invested

Capital invested by funds: $629M → $720M (+$91.1M)

9% more funds holding

Funds holding: 151 → 164 (+13)

2.13% less ownership

Funds ownership: 52.28% → 50.15% (-2.1%)

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.31M
4
HS
Horan Securities
United States
+$5.81M
5
JA
JOYN Advisors
Georgia
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.3M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$5.67M -$462K -8,877 -8%
LPL Financial
27
LPL Financial
California
$5.61M -$1.08M -20,743 -16%
HPWM
28
Highland Private Wealth Management
Washington
$5.38M +$706K +13,565 +15%
MG
29
McCutchen Group
Washington
$4.83M +$790K +15,170 +20%
CM
30
Cornerstone Management
Georgia
$4.41M -$119K -2,292 -3%
SRSA
31
S.R. Schill & Associates
Washington
$4.31M +$4.31M +82,843 New
MAS
32
Managed Account Services
Florida
$4.06M +$63.7K +1,224 +2%
ACP
33
Aveo Capital Partners
Colorado
$4.05M +$2.33M +44,776 +139%
MCM
34
MV Capital Management
Maryland
$3.95M +$387K +7,432 +11%
EFL
35
ERn Financial LLC
Wisconsin
$3.74M +$149K +2,867 +4%
JP Morgan Chase
36
JP Morgan Chase
New York
$3.26M +$695K +13,342 +27%
BC
37
Brinker Capital
Pennsylvania
$3.23M +$1.11M +21,387 +53%
WI
38
WrapManager Inc
California
$3.06M +$76.8K +1,475 +3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$2.9M +$39K +749 +1%
RFN
40
RDA Financial Network
Iowa
$2.89M +$49.9K +959 +2%
FWM
41
Foresight Wealth Management
Utah
$2.8M +$51.8K +995 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.72M -$398K -7,644 -13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.71M +$228K +4,379 +9%
MGIA
44
Moneta Group Investment Advisors
Missouri
$2.67M -$248K -4,758 -25%
TFA
45
TPG Financial Advisors
Oregon
$2.37M +$46.6K +895 +2%
SB
46
Strategic Blueprint
Georgia
$2.35M +$240K +4,617 +11%
SPC
47
Sigma Planning Corp
Michigan
$2.32M +$761K +14,609 +49%
HT
48
HAP Trading
New York
$2.28M +$2.28M +43,802 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$2.27M +$1.14M +21,882 +100%
CFS
50
Cannon Financial Strategists
Georgia
$1.95M +$146K +2,809 +8%
1
2
3 4 5

USRT Hedge Fund Activity: Q2 2019 in Review

164 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2019, worth a combined $720M — up 14% from $629M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USRT positions and 13 closed out — a net gain of 15 holders — while 78 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $54.2M. The largest seller was United Services Automobile Association, cutting an estimated $12.5M.

  • 164 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2019, up from 151 in Q1 2019.
  • Funds reported $720M of iShares Core US REIT ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Core US REIT ETF positions in Q2 2019 and 13 closed out, a net change of +15 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2019 was BlackRock, an estimated $54.2M added.
  • The largest iShares Core US REIT ETF seller in Q2 2019 was United Services Automobile Association, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2019.