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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
AWM
76
AE Wealth Management
Kansas
$1.3M +$1.04M +19,251 +473%
AG
77
Advisor Group
Arizona
$1.28M -$438K -8,145 -26%
HAS
78
HBW Advisory Services
California
$1.26M +$1.23M +22,774 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.26M -$328K -6,094 -21%
KM
80
Kalos Management
Georgia
$1.21M -$14.8K -275 -1%
ASN
81
Advisory Services Network
Georgia
$1.2M – – –
UBS Group
82
UBS Group
Switzerland
$1.16M +$21.1K +393 +2%
RWM
83
Ritholtz Wealth Management
New York
$1.13M -$40.6K -755 -4%
HR
84
Hayden Royal
North Carolina
$1.1M +$324K +6,028 +44%
Axa
85
Axa
France
$1.08M -$44.1K -820 -4%
1IA
86
1834 Investment Advisors
Wisconsin
$1.06M -$36K -670 -3%
VBFP
87
Valtinson Bruner Financial Planning
Minnesota
$1.05M +$1.02M +18,950 New
GM
88
GeoWealth Management
Illinois
$1.03M +$999K +18,576 New
AIA
89
Avalon Investment & Advisory
Texas
$966K +$445K +8,277 +91%
CW
90
CreativeOne Wealth
Kansas
$959K +$929K +17,266 New
CFN
91
Cordasco Financial Network
Florida
$927K +$105K +1,951 +13%
GWAG
92
Garrett Wealth Advisory Group
Texas
$918K +$102K +1,889 +13%
MA
93
MCF Advisors
Kentucky
$917K – – –
CST
94
Charles Schwab Trust
Nevada
$895K +$876K +16,278 New
WCM
95
Windsor Capital Management
Arizona
$830K +$150K +2,788 +23%
LFG
96
LifePlan Financial Group
Ohio
$824K +$303K +5,639 +61%
FWM
97
Focused Wealth Management
New York
$789K +$166K +3,094 +28%
TRCT
98
Tower Research Capital (TRC)
New York
$780K +$94.5K +1,757 +14%
BAM
99
Belpointe Asset Management
Nevada
$773K +$749K +13,916 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$743K +$719K +13,369 New
2 3
4
5 6

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.