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iShares Core US REIT ETF
USRT

66 hedge funds and large institutions have $98.6M invested in iShares Core US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

183% more capital invested

Capital invested by funds: $34.8M → $98.6M (+$63.8M)

53% more funds holding

Funds holding: 43 → 66 (+23)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

9.4% more ownership

Funds ownership: 20.49% → 29.89% (+9.4%)

Holders
66
Holders Change
+23
Holders Change %
+53.49%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$32.5M
2
PFA
Pure Financial Advisors
California
+$6.95M
3
JA
JOYN Advisors
Georgia
+$3.52M
4
HHGA
Halbert Hargrove Global Advisors
California
+$2.46M
5
BlackRock
BlackRock
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$631K
2
PAG
Private Advisor Group
New Jersey
-$432K
3
USAA
United Services Automobile Association
Texas
-$323K
4
DADC
D.A. Davidson & Co
Montana
-$217K
5
Morgan Stanley
Morgan Stanley
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
LWA
52
Lowe Wealth Advisors
Maryland
$30K – – –
SFSIG
53
San Francisco Sentry Investment Group
California
$24K – – –
AF
54
Advisornet Financial
Minnesota
$21K +$21.4K +431 New
AA
55
AlphaMark Advisors
Kentucky
$20K – – –
ASN
56
Advisory Services Network
Georgia
$14K -$8.55K -172 -38%
SWP
57
Strategic Wealth Partners
Ohio
$12K +$11.7K +235 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92K -$24.9K -500 -71%
HS
59
Horan Securities
United States
$5K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$5K +$4.63K +93 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$5K +$5.37K +108 New
SP
62
SWS Partners
Ohio
$4K +$4.33K +87 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$3K -$4.97K -100 -61%
PG
64
Patten Group
Tennessee
$2K – – –
VIA
65
Vantage Investment Advisors
Pennsylvania
$2K +$2.09K +42 New
PAG
66
Private Advisor Group
New Jersey
– -$432K -8,737 Closed
BONST
67
Bank of Nova Scotia Trust
Ontario, Canada
– -$46K -928 Closed
1 2
3

USRT Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2017, worth a combined $98.6M — up 183% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USRT positions and 2 closed out — a net gain of 23 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $32.5M. The largest seller was SG Americas Securities, cutting an estimated $631K.

  • 66 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $98.6M of iShares Core US REIT ETF stock for Q4 2017, up 183% quarter-over-quarter.
  • 25 funds opened new iShares Core US REIT ETF positions in Q4 2017 and 2 closed out, a net change of +23 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $32.5M added.
  • The largest iShares Core US REIT ETF seller in Q4 2017 was SG Americas Securities, an estimated $631K sold.

Based on aggregated 13F filings for Q4 2017.