iShares Core US REIT ETF
USRT
298 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 105 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
2% more funds holding
Funds holding: 293 → 298 (+5)
1.61% more ownership
Funds ownership: 61.17% → 62.78% (+1.6%)
10% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 105
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
25% less capital invested
Capital invested by funds: $1.66B → $1.24B (-$418M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$25.5M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$20.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.36M |
| 4 |
Morgan Stanley
New York
|
+$7.68M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$17.5M |
| 2 |
BlackRock
New York
|
-$11.7M |
| 3 |
ACM
Agincourt Capital Management
Richmond,
Virginia
|
-$11.2M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$9.48M |
| 5 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$8.34M |
USRT Hedge Fund Activity: Q2 2022 in Review
298 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2022, worth a combined $1.24B — down 25% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new USRT positions and 30 closed out — a net gain of 11 holders — while 94 added to existing stakes and 105 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $25.5M. The largest seller was Victory Capital Management, cutting an estimated $17.5M.
- 298 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2022, up from 293 in Q1 2022.
- Funds reported $1.24B of iShares Core US REIT ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 41 funds opened new iShares Core US REIT ETF positions in Q2 2022 and 30 closed out, a net change of +11 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $25.5M added.
- The largest iShares Core US REIT ETF seller in Q2 2022 was Victory Capital Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2022.