iShares Core US REIT ETF
USRT
235 hedge funds and large institutions have $1.36B invested in iShares Core US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 16 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 67
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
2% more funds holding
Funds holding: 230 → 235 (+5)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
4% less capital invested
Capital invested by funds: $1.41B → $1.36B (-$51.3M)
6.52% less ownership
Funds ownership: 65.85% → 59.34% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$41.1M |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
+$23.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.5M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$178M |
| 2 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
-$9.87M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$7.88M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.92M |
| 5 |
HT
HAP Trading
New York
|
-$2.15M |
USRT Hedge Fund Activity: Q3 2021 in Review
235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2021, worth a combined $1.36B — down 3.6% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new USRT positions and 16 closed out — a net gain of 8 holders — while 101 added to existing stakes and 67 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $41.1M. The largest seller was Schroder Investment Management Group, cutting an estimated $178M.
- 235 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2021, up from 230 in Q2 2021.
- Funds reported $1.36B of iShares Core US REIT ETF stock for Q3 2021, down 3.6% quarter-over-quarter.
- 24 funds opened new iShares Core US REIT ETF positions in Q3 2021 and 16 closed out, a net change of +8 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2021 was Victory Capital Management, an estimated $41.1M added.
- The largest iShares Core US REIT ETF seller in Q3 2021 was Schroder Investment Management Group, an estimated $178M sold.
Based on aggregated 13F filings for Q3 2021.