We are live on ! Find out more
USRT icon

iShares Core US REIT ETF
USRT

213 hedge funds and large institutions have $1.12B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

15% more capital invested

Capital invested by funds: $967M → $1.12B (+$149M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

3.22% more ownership

Funds ownership: 60.27% → 63.48% (+3.2%)

3% more funds holding

Funds holding: 207 → 213 (+6)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
3.74%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
86
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26.5M
2
AA
Advisory Alpha
Michigan
+$15.8M
3
BIP
Blueprint Investment Partners
North Carolina
+$13M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.3M
5
TC
TownSquare Capital
Utah
+$7.74M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.6M
2
HS
Horan Securities
United States
-$10.6M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.9M
4
FA
Fiducient Advisors
Illinois
-$9.12M
5
Bank of America
Bank of America
North Carolina
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
Biltmore Wealth Management
Arizona
$8.84M +$2.48M +49,300 +41%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.71M -$118K -2,339 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$8.48M +$905K +17,991 +13%
EFL
29
ERn Financial LLC
Wisconsin
$8.42M +$1.61K +32 +0%
Bank of America
30
Bank of America
North Carolina
$7.8M -$7.76M -154,243 -51%
CCP
31
Cardan Capital Partners
Colorado
$7.49M +$7.19M +143,004 New
Creative Planning
32
Creative Planning
Kansas
$7.38M -$216K -4,294 -3%
TA
33
Tectonic Advisors
Texas
$7.3M +$99.5K +1,978 +1%
CM
34
Cornerstone Management
Georgia
$6.49M +$1.12M +22,248 +22%
IA
35
Inspire Advisors
Idaho
$6.46M +$319K +6,336 +5%
PFM
36
Phillips Financial Management
Indiana
$6.28M +$439K +8,732 +8%
Osaic Holdings
37
Osaic Holdings
Arizona
$5.75M -$222K -4,422 -4%
MGIA
38
Moneta Group Investment Advisors
Missouri
$5.72M +$484K +9,621 +10%
FFA
39
Fi3 Financial Advisors
Indiana
$5.47M +$5.26M +104,481 New
PPA
40
Parametric Portfolio Associates
Washington
$5.42M -$111K -2,208 -2%
CFS
41
Cannon Financial Strategists
Georgia
$5.08M +$416K +8,259 +9%
MHS
42
M Holdings Securities
Oregon
$4.66M +$277K +5,499 +7%
PAM
43
Peninsula Asset Management
Florida
$4.43M +$342K +6,801 +9%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$4.24M +$111K +2,214 +3%
Goldman Sachs
45
Goldman Sachs
New York
$4.05M -$268K -5,327 -6%
RA
46
Rodgers & Associates
Pennsylvania
$3.94M +$160K +3,189 +4%
Wells Fargo
47
Wells Fargo
California
$3.92M -$30.6K -609 -0.8%
SFG
48
StrategIQ Financial Group
Indiana
$3.88M +$329K +6,546 +10%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$3.88M -$408K -8,100 -10%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$3.77M -$294K -5,850 -8%
1
2
3 4 5

USRT Hedge Fund Activity: Q1 2021 in Review

213 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2021, worth a combined $1.12B — up 15% from $967M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USRT positions and 20 closed out — a net gain of 7 holders — while 86 added to existing stakes and 65 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.5M. The largest seller was BlackRock, cutting an estimated $11.6M.

  • 213 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2021, up from 207 in Q4 2020.
  • Funds reported $1.12B of iShares Core US REIT ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 27 funds opened new iShares Core US REIT ETF positions in Q1 2021 and 20 closed out, a net change of +7 holders.
  • The largest iShares Core US REIT ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $26.5M added.
  • The largest iShares Core US REIT ETF seller in Q1 2021 was BlackRock, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2021.