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iShares Core US REIT ETF
USRT

215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

100% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 44

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

19% more funds holding

Funds holding: 180 → 215 (+35)

9% more capital invested

Capital invested by funds: $856M → $929M (+$73M)

3.14% more ownership

Funds ownership: 51.53% → 54.67% (+3.1%)

Holders
215
Holders Change
+35
Holders Change %
+19.44%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
50
Increased
88
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
MG
McCutchen Group
Washington
+$5.39M
5
Bank of America
Bank of America
North Carolina
+$5.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$31.3M
2
B
Barings
North Carolina
-$8.83M
3
AUB
Atlantic Union Bankshares
Virginia
-$5.01M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.84M
5
Jane Street
Jane Street
New York
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$8.22M +$4.03M +73,195 +95%
SRSA
27
S.R. Schill & Associates
Washington
$7.8M +$194K +3,529 +3%
PWA
28
Peterson Wealth Advisors
Utah
$7.77M +$51K +926 +0.7%
RFM
29
Royal Fund Management
Florida
$7.77M -$736K -13,375 -9%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$7.35M +$5.25M +95,446 +244%
HS
31
Horan Securities
United States
$7.27M +$399K +7,240 +6%
BIP
32
Blueprint Investment Partners
North Carolina
$7.12M +$7.18M +130,505 New
EIG
33
Ellenbecker Investment Group
Wisconsin
$7.04M +$568K +10,319 +9%
PPW
34
Pasadena Private Wealth
California
$6.62M -$25K -454 -0.4%
KCM
35
Karp Capital Management
California
$5.67M +$255K +4,635 +5%
FIM
36
Freedom Investment Management
Connecticut
$5.44M -$483K -8,779 -8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.53M -$136K -2,473 -3%
MCM
38
MV Capital Management
Maryland
$4.49M +$168K +3,045 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.46M +$690K +12,535 +18%
BAM
40
Belpointe Asset Management
Nevada
$4.25M +$3.52M +64,020 +460%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.18M +$895K +16,251 +27%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$4.09M +$3.9M +70,794 +1,710%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.07M +$270K +4,911 +7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.91M +$1.16M +21,090 +42%
Ameriprise
45
Ameriprise
Minnesota
$3.5M -$2.88M -52,326 -45%
WI
46
WrapManager Inc
California
$3.48M +$62.9K +1,142 +2%
MWM
47
McNaughton Wealth Management
California
$3.44M +$3.47M +62,960 New
SB
48
Strategic Blueprint
Georgia
$3.35M +$656K +11,914 +24%
CM
49
Cornerstone Management
Georgia
$3.3M -$1.55M -28,103 -32%
CFS
50
Cannon Financial Strategists
Georgia
$3.18M +$221K +4,013 +7%
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USRT Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2019, worth a combined $929M — up 8.5% from $856M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USRT positions and 12 closed out — a net gain of 38 holders — while 88 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was Victory Capital Management, cutting an estimated $31.3M.

  • 215 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2019, up from 180 in Q3 2019.
  • Funds reported $929M of iShares Core US REIT ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 50 funds opened new iShares Core US REIT ETF positions in Q4 2019 and 12 closed out, a net change of +38 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2019 was BlackRock, an estimated $16.3M added.
  • The largest iShares Core US REIT ETF seller in Q4 2019 was Victory Capital Management, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2019.