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iShares Core US REIT ETF
USRT

151 hedge funds and large institutions have $629M invested in iShares Core US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

38% more capital invested

Capital invested by funds: $457M → $629M (+$172M)

9% more funds holding

Funds holding: 138 → 151 (+13)

0.23% more ownership

Funds ownership: 52.05% → 52.28% (+0.23%)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.19%
New
34
Increased
65
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
+$34.5M
2
FA
Fiducient Advisors
Illinois
+$20.6M
3
Wells Fargo
Wells Fargo
California
+$11.1M
4
BFG
Barber Financial Group
Kansas
+$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$31.2M
2
BlackRock
BlackRock
New York
-$17.3M
3
RJA
Raymond James & Associates
Florida
-$6.27M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.5M
5
RWM
Ritholtz Wealth Management
New York
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
51
First Allied Advisory Services
California
$1.76M -$98.1K -1,979 -5%
ACP
52
Aveo Capital Partners
Colorado
$1.67M +$1.6M +32,326 New
GFPC
53
Global Financial Private Capital
Florida
$1.63M +$571K +11,515 +57%
FCIM
54
Fairview Capital Investment Management
California
$1.62M – – –
SPC
55
Sigma Planning Corp
Michigan
$1.55M +$1.05M +21,159 +242%
AF
56
Advisornet Financial
Minnesota
$1.54M +$278K +5,601 +23%
Creative Planning
57
Creative Planning
Kansas
$1.54M +$1.47M +29,752 New
CM
58
Columbus Macro
Pennsylvania
$1.53M -$83.6K -1,688 -5%
IAA
59
Ironsides Asset Advisors
North Carolina
$1.53M – – –
HFS
60
HL Financial Services
Kentucky
$1.47M +$172K +3,481 +14%
ACM
61
Armbruster Capital Management
New York
$1.42M +$48.4K +976 +4%
RWM
62
Ritholtz Wealth Management
New York
$1.35M -$3.55M -71,703 -73%
CFD
63
Creative Financial Designs
Indiana
$1.27M +$1.1M +22,240 +935%
UBS Group
64
UBS Group
Switzerland
$1.27M -$935K -18,870 -43%
AIM
65
Acropolis Investment Management
Missouri
$1.22M -$40.9K -825 -3%
ASN
66
Advisory Services Network
Georgia
$1.18M -$432K -8,708 -28%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.13M +$1.08M +21,809 New
CA
68
Continuum Advisory
Idaho
$1.12M +$129K +2,595 +14%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.11M +$41.7K +841 +4%
Axa
70
Axa
France
$1.11M -$42.1K -850 -4%
1IA
71
1834 Investment Advisors
Wisconsin
$1.02M – – –
MGIA
72
Moneta Group Investment Advisors
Missouri
$985K -$51.7K -1,044 -5%
LNC
73
Lincoln National Corp
Pennsylvania
$931K -$31.2M -630,024 -97%
SFA
74
Sequoia Financial Advisors
Ohio
$881K -$80.1K -1,616 -9%
KM
75
Kalos Management
Georgia
$847K -$240K -4,843 -23%
1 2
3
4 5

USRT Hedge Fund Activity: Q1 2019 in Review

151 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2019, worth a combined $629M — up 38% from $457M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USRT positions and 19 closed out — a net gain of 15 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $34.5M. The largest seller was Lincoln National Corp, cutting an estimated $31.2M.

  • 151 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2019, up from 138 in Q4 2018.
  • Funds reported $629M of iShares Core US REIT ETF stock for Q1 2019, up 38% quarter-over-quarter.
  • 34 funds opened new iShares Core US REIT ETF positions in Q1 2019 and 19 closed out, a net change of +15 holders.
  • The largest iShares Core US REIT ETF buyer in Q1 2019 was United Services Automobile Association, an estimated $34.5M added.
  • The largest iShares Core US REIT ETF seller in Q1 2019 was Lincoln National Corp, an estimated $31.2M sold.

Based on aggregated 13F filings for Q1 2019.