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iShares Core US REIT ETF
USRT

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $720M → $856M (+$136M)

10% more funds holding

Funds holding: 164 → 180 (+16)

1.38% more ownership

Funds ownership: 50.15% → 51.53% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$57.1M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.1M
3
BlackRock
BlackRock
New York
+$15.1M
4
B
Barings
North Carolina
+$7.93M
5
PFG
Pacific Financial Group
Washington
+$7.78M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$53.3M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.2M
3
BFG
Barber Financial Group
Kansas
-$5.48M
4
Jane Street
Jane Street
New York
-$4.7M
5
Morgan Stanley
Morgan Stanley
New York
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.8M -$96.1K -1,787 -3%
SB
52
Strategic Blueprint
Georgia
$2.75M +$227K +4,215 +9%
Comerica Bank
53
Comerica Bank
Texas
$2.61M +$2.47M +45,974 New
TFA
54
TPG Financial Advisors
Oregon
$2.46M +$269 +5 +0%
KWM
55
Kingsview Wealth Management
Oregon
$2.24M +$353K +6,569 +19%
MUAMU
56
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.18M -$323K -6,000 -13%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.17M -$243K -4,523 -10%
SWM
58
SigFig Wealth Management
California
$2.08M +$33.8K +629 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$2M +$93.9K +1,745 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.96M +$313K +5,813 +20%
IA
61
IFP Advisors
Florida
$1.95M +$1.89M +35,117 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.91M +$82K +1,525 +5%
ACP
63
Aveo Capital Partners
Colorado
$1.79M -$2.43M -45,098 -58%
FCIM
64
Fairview Capital Investment Management
California
$1.74M – – –
IAA
65
Ironsides Asset Advisors
North Carolina
$1.64M – – –
FAAS
66
First Allied Advisory Services
California
$1.62M -$252K -4,688 -14%
AF
67
Advisornet Financial
Minnesota
$1.62M +$13.9K +259 +0.9%
ACM
68
Armbruster Capital Management
New York
$1.55M +$8.77K +163 +0.6%
CFD
69
Creative Financial Designs
Indiana
$1.55M +$128K +2,377 +9%
AIM
70
Acropolis Investment Management
Missouri
$1.54M -$9.68K -180 -0.6%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$1.48M +$890K +16,545 +165%
PAG
72
Private Advisor Group
New Jersey
$1.43M +$921K +17,124 +198%
CM
73
Columbus Macro
Pennsylvania
$1.43M -$243K -4,510 -15%
CA
74
Continuum Advisory
Idaho
$1.37M +$57.1K +1,061 +4%
BO
75
Bank OZK
Arkansas
$1.37M +$120K +2,233 +10%
1 2
3
4 5

USRT Hedge Fund Activity: Q3 2019 in Review

180 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2019, worth a combined $856M — up 19% from $720M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new USRT positions and 17 closed out — a net gain of 16 holders — while 80 added to existing stakes and 38 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $57.1M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $53.3M sold.

  • 180 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2019, up from 164 in Q2 2019.
  • Funds reported $856M of iShares Core US REIT ETF stock for Q3 2019, up 19% quarter-over-quarter.
  • 33 funds opened new iShares Core US REIT ETF positions in Q3 2019 and 17 closed out, a net change of +16 holders.
  • The largest iShares Core US REIT ETF buyer in Q3 2019 was Victory Capital Management, an estimated $57.1M added.
  • The largest iShares Core US REIT ETF seller in Q3 2019 was United Services Automobile Association, an estimated $53.3M sold.

Based on aggregated 13F filings for Q3 2019.