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iShares Core US REIT ETF
USRT

215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 12

100% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 44

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

19% more funds holding

Funds holding: 180 → 215 (+35)

9% more capital invested

Capital invested by funds: $856M → $929M (+$73M)

3.14% more ownership

Funds ownership: 51.53% → 54.67% (+3.1%)

Holders
215
Holders Change
+35
Holders Change %
+19.44%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
50
Increased
88
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
MG
McCutchen Group
Washington
+$5.39M
5
Bank of America
Bank of America
North Carolina
+$5.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$31.3M
2
B
Barings
North Carolina
-$8.83M
3
AUB
Atlantic Union Bankshares
Virginia
-$5.01M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.84M
5
Jane Street
Jane Street
New York
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$1.68M +$172K +3,121 +11%
IAA
77
Ironsides Asset Advisors
North Carolina
$1.61M – – –
HAS
78
HBW Advisory Services
California
$1.61M +$387K +7,037 +31%
ACP
79
Aveo Capital Partners
Colorado
$1.6M -$149K -2,707 -8%
SS
80
Simplicity Solutions
Minnesota
$1.55M +$1.09M +19,824 +231%
AF
81
Advisornet Financial
Minnesota
$1.52M -$70.2K -1,275 -4%
IWP
82
IAG Wealth Partners
Wisconsin
$1.52M +$1.53M +27,867 New
BO
83
Bank OZK
Arkansas
$1.5M +$163K +2,965 +12%
ACM
84
Armbruster Capital Management
New York
$1.5M -$22.7K -413 -1%
Lido Advisors
85
Lido Advisors
California
$1.47M +$1.48M +26,965 New
FAAS
86
First Allied Advisory Services
California
$1.46M -$142K -2,580 -9%
CA
87
Continuum Advisory
Idaho
$1.41M +$53.6K +974 +4%
Goldman Sachs
88
Goldman Sachs
New York
$1.4M +$1.41M +25,649 New
AIM
89
Acropolis Investment Management
Missouri
$1.38M -$128K -2,325 -8%
US Bancorp
90
US Bancorp
Minnesota
$1.38M +$1.22M +22,194 +713%
CW
91
CreativeOne Wealth
Kansas
$1.34M +$403K +7,329 +42%
CM
92
Columbus Macro
Pennsylvania
$1.33M -$72.9K -1,324 -5%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.32M -$623K -11,317 -31%
SFG
94
StrategIQ Financial Group
Indiana
$1.32M +$729K +13,250 +122%
AG
95
Advisor Group
Arizona
$1.29M +$23.3K +423 +2%
UBS Group
96
UBS Group
Switzerland
$1.25M +$104K +1,891 +9%
TRCT
97
Tower Research Capital (TRC)
New York
$1.22M +$460K +8,362 +60%
EH
98
Equitable Holdings
New York
$1.13M +$1.14M +20,740 New
KM
99
Kalos Management
Georgia
$1.12M -$64K -1,162 -5%
PAG
100
Private Advisor Group
New Jersey
$1.12M -$290K -5,261 -20%
2 3
4
5 6

USRT Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2019, worth a combined $929M — up 8.5% from $856M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USRT positions and 12 closed out — a net gain of 38 holders — while 88 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was Victory Capital Management, cutting an estimated $31.3M.

  • 215 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2019, up from 180 in Q3 2019.
  • Funds reported $929M of iShares Core US REIT ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 50 funds opened new iShares Core US REIT ETF positions in Q4 2019 and 12 closed out, a net change of +38 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2019 was BlackRock, an estimated $16.3M added.
  • The largest iShares Core US REIT ETF seller in Q4 2019 was Victory Capital Management, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2019.