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iShares Core US REIT ETF
USRT

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 32

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more capital invested

Capital invested by funds: $629M → $720M (+$91.1M)

9% more funds holding

Funds holding: 151 → 164 (+13)

2.13% less ownership

Funds ownership: 52.28% → 50.15% (-2.1%)

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.31M
4
HS
Horan Securities
United States
+$5.81M
5
JA
JOYN Advisors
Georgia
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.3M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SigFig Wealth Management
California
$1.91M -$33.8K -649 -2%
Mariner
52
Mariner
Kansas
$1.83M +$24.1K +463 +1%
CWSR
53
Chessman Wealth Strategies RIA
Texas
$1.83M -$3.15M -60,460 -64%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.78M -$88.3K -1,695 -5%
FAAS
55
First Allied Advisory Services
California
$1.77M +$5.05K +97 +0.3%
KWM
56
Kingsview Wealth Management
Oregon
$1.76M +$1.12M +21,548 +176%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.71M +$1.71M +32,838 New
FCIM
58
Fairview Capital Investment Management
California
$1.63M – – –
AG
59
Advisor Group
Arizona
$1.63M +$922K +17,697 +130%
CM
60
Columbus Macro
Pennsylvania
$1.57M +$32.6K +626 +2%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.54M +$416K +7,990 +37%
IAA
62
Ironsides Asset Advisors
North Carolina
$1.53M – – –
AF
63
Advisornet Financial
Minnesota
$1.51M -$45K -864 -3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.5M -$381K -7,324 -20%
AIM
65
Acropolis Investment Management
Missouri
$1.45M +$218K +4,185 +18%
ACM
66
Armbruster Capital Management
New York
$1.45M +$16.5K +317 +1%
CFD
67
Creative Financial Designs
Indiana
$1.38M +$63.4K +1,217 +5%
CA
68
Continuum Advisory
Idaho
$1.24M +$112K +2,150 +10%
ASN
69
Advisory Services Network
Georgia
$1.2M +$16.1K +310 +1%
BO
70
Bank OZK
Arkansas
$1.16M +$1.16M +22,352 New
RWM
71
Ritholtz Wealth Management
New York
$1.1M -$262K -5,038 -19%
UBS Group
72
UBS Group
Switzerland
$1.07M -$210K -4,025 -16%
Axa
73
Axa
France
$1.06M -$56.8K -1,090 -5%
1IA
74
1834 Investment Advisors
Wisconsin
$1.03M – – –
KM
75
Kalos Management
Georgia
$999K +$293K +5,620 +34%
1 2
3
4 5

USRT Hedge Fund Activity: Q2 2019 in Review

164 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2019, worth a combined $720M — up 14% from $629M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USRT positions and 13 closed out — a net gain of 15 holders — while 78 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $54.2M. The largest seller was United Services Automobile Association, cutting an estimated $12.5M.

  • 164 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2019, up from 151 in Q1 2019.
  • Funds reported $720M of iShares Core US REIT ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Core US REIT ETF positions in Q2 2019 and 13 closed out, a net change of +15 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2019 was BlackRock, an estimated $54.2M added.
  • The largest iShares Core US REIT ETF seller in Q2 2019 was United Services Automobile Association, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2019.