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iShares Core US REIT ETF
USRT

213 hedge funds and large institutions have $1.12B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

15% more capital invested

Capital invested by funds: $967M → $1.12B (+$149M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

3.22% more ownership

Funds ownership: 60.27% → 63.48% (+3.2%)

3% more funds holding

Funds holding: 207 → 213 (+6)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
3.74%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
86
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26.5M
2
AA
Advisory Alpha
Michigan
+$15.8M
3
BIP
Blueprint Investment Partners
North Carolina
+$13M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.3M
5
TC
TownSquare Capital
Utah
+$7.74M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.6M
2
HS
Horan Securities
United States
-$10.6M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.9M
4
FA
Fiducient Advisors
Illinois
-$9.12M
5
Bank of America
Bank of America
North Carolina
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.72M -$28K -556 -0.8%
LPL Financial
52
LPL Financial
California
$3.54M +$463K +9,209 +16%
FWM
53
Foresight Wealth Management
Utah
$3.31M +$41.7K +828 +1%
FHB
54
First Hawaiian Bank
Hawaii
$3.22M – – –
HCA
55
Heck Capital Advisors
Wisconsin
$3.18M -$23.4K -465 -0.8%
MUAMU
56
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3M -$931K -18,500 -24%
RFN
57
RDA Financial Network
Iowa
$3M +$43.4K +863 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$2.77M +$146K +2,902 +6%
Lido Advisors
59
Lido Advisors
California
$2.72M +$1.06M +21,051 +68%
FTA
60
Financial & Tax Architects
Missouri
$2.67M +$2.56M +50,870 New
CST
61
Charles Schwab Trust
Nevada
$2.63M +$98.4K +1,956 +4%
SWM
62
SigFig Wealth Management
California
$2.58M +$87.1K +1,731 +4%
FIM
63
Freedom Investment Management
Connecticut
$2.44M +$42.3K +841 +2%
BFA
64
Brown Financial Advisory
Alabama
$2.42M -$90.1K -1,791 -4%
PP
65
Prosperity Planning
Missouri
$2.4M +$236K +4,697 +11%
UBS Group
66
UBS Group
Switzerland
$2.33M +$336K +6,670 +18%
Nomura Asset Management
67
Nomura Asset Management
Japan
$2.27M – – –
AF
68
Allworth Financial
California
$2.16M -$77.9K -1,548 -4%
PCMM
69
Piedmont Capital Management (Montana)
Montana
$2.14M -$15.4K -307 -0.8%
WCM
70
Windsor Capital Management
Arizona
$2.09M +$303K +6,026 +18%
RW
71
RVW Wealth
California
$2M – – –
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$1.99M -$4.43K -88 -0.2%
CL
73
COWA LLC
Oklahoma
$1.78M +$1.08M +21,509 +128%
BPM
74
Bowling Portfolio Management
Ohio
$1.75M -$558K -11,086 -25%
AWM
75
Apollon Wealth Management
South Carolina
$1.61M +$406K +8,070 +36%
1 2
3
4 5

USRT Hedge Fund Activity: Q1 2021 in Review

213 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2021, worth a combined $1.12B — up 15% from $967M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USRT positions and 20 closed out — a net gain of 7 holders — while 86 added to existing stakes and 65 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.5M. The largest seller was BlackRock, cutting an estimated $11.6M.

  • 213 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2021, up from 207 in Q4 2020.
  • Funds reported $1.12B of iShares Core US REIT ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 27 funds opened new iShares Core US REIT ETF positions in Q1 2021 and 20 closed out, a net change of +7 holders.
  • The largest iShares Core US REIT ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $26.5M added.
  • The largest iShares Core US REIT ETF seller in Q1 2021 was BlackRock, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2021.