iShares Core US REIT ETF
USRT
86 hedge funds and large institutions have $268M invested in iShares Core US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
33% more capital invested
Capital invested by funds: $202M → $268M (+$66.5M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more funds holding
Funds holding: 79 → 86 (+7)
5.06% more ownership
Funds ownership: 42.21% → 47.27% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$13M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$9.32M |
| 3 |
JA
JOYN Advisors
Atlanta,
Georgia
|
+$8.26M |
| 4 |
BlackRock
New York
|
+$5.22M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.56M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$1.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$641K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$360K |
USRT Hedge Fund Activity: Q2 2018 in Review
86 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2018, worth a combined $268M — up 33% from $202M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new USRT positions and 8 closed out — a net gain of 9 holders — while 38 added to existing stakes and 19 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $13M. The largest seller was WBI Investments, exiting entirely with an estimated $2.56M sold.
- 86 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2018, up from 79 in Q1 2018.
- Funds reported $268M of iShares Core US REIT ETF stock for Q2 2018, up 33% quarter-over-quarter.
- 17 funds opened new iShares Core US REIT ETF positions in Q2 2018 and 8 closed out, a net change of +9 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2018 was Advisory Alpha, an estimated $13M added.
- The largest iShares Core US REIT ETF seller in Q2 2018 was WBI Investments, an estimated $2.56M sold.
Based on aggregated 13F filings for Q2 2018.