iShares Core US REIT ETF
USRT
230 hedge funds and large institutions have $1.41B invested in iShares Core US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 67
26% more capital invested
Capital invested by funds: $1.12B → $1.41B (+$292M)
8% more funds holding
Funds holding: 213 → 230 (+17)
2.37% more ownership
Funds ownership: 63.48% → 65.85% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$114M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$13.5M |
| 3 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$8.81M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$8.8M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$46.1M |
| 2 |
BlackRock
New York
|
-$4.82M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.2M |
| 4 |
PP
Prosperity Planning
Kansas City,
Missouri
|
-$2.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.45M |
USRT Hedge Fund Activity: Q2 2021 in Review
230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2021, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new USRT positions and 12 closed out — a net gain of 19 holders — while 91 added to existing stakes and 67 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $114M. The largest seller was TownSquare Capital, cutting an estimated $46.1M.
- 230 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2021, up from 213 in Q1 2021.
- Funds reported $1.41B of iShares Core US REIT ETF stock for Q2 2021, up 26% quarter-over-quarter.
- 31 funds opened new iShares Core US REIT ETF positions in Q2 2021 and 12 closed out, a net change of +19 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2021 was Schroder Investment Management Group, an estimated $114M added.
- The largest iShares Core US REIT ETF seller in Q2 2021 was TownSquare Capital, an estimated $46.1M sold.
Based on aggregated 13F filings for Q2 2021.