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iShares Core US REIT ETF
USRT

230 hedge funds and large institutions have $1.41B invested in iShares Core US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

26% more capital invested

Capital invested by funds: $1.12B → $1.41B (+$292M)

8% more funds holding

Funds holding: 213 → 230 (+17)

2.37% more ownership

Funds ownership: 63.48% → 65.85% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

Holders
230
Holders Change
+17
Holders Change %
+7.98%
% of All Funds
4%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
31
Increased
91
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$114M
2
Victory Capital Management
Victory Capital Management
Texas
+$13.5M
3
MWM
MBE Wealth Management
Wisconsin
+$8.81M
4
FEG
Fund Evaluation Group
Ohio
+$8.8M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$7.66M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$46.1M
2
BlackRock
BlackRock
New York
-$4.82M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.2M
4
PP
Prosperity Planning
Missouri
-$2.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPM
76
Bowling Portfolio Management
Ohio
$2.45M +$485K +8,552 +26%
WCM
77
Windsor Capital Management
Arizona
$2.36M +$27.7K +488 +1%
HT
78
HAP Trading
New York
$2.15M +$2.09M +36,798 New
UBS Group
79
UBS Group
Switzerland
$2.11M -$472K -8,322 -19%
CL
80
COWA LLC
Oklahoma
$2.09M -$146K -2,575 -7%
RW
81
RVW Wealth
California
$2M -$289K -5,093 -16%
Nomura Asset Management
82
Nomura Asset Management
Japan
$2M -$511K -9,000 -21%
EH
83
Equitable Holdings
New York
$1.89M +$710K +12,513 +63%
BCM
84
Brookstone Capital Management
Illinois
$1.88M +$1.77M +31,271 New
MCM
85
Monument Capital Management
Virginia
$1.83M +$369K +6,494 +26%
RVPG
86
Relative Value Partners Group
$1.82M +$645K +11,357 +57%
MFGP
87
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M +$292K +5,151 +20%
EWA
88
Exencial Wealth Advisors
Oklahoma
$1.66M +$59.5K +1,049 +4%
AWM
89
Apollon Wealth Management
South Carolina
$1.65M -$145K -2,553 -8%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.59M +$938K +16,536 +154%
Comerica Bank
91
Comerica Bank
Texas
$1.54M +$561K +9,876 +63%
AWM
92
AE Wealth Management
Kansas
$1.49M +$298K +5,254 +26%
ASBI
93
American State Bank (Iowa)
Iowa
$1.48M +$265K +4,667 +22%
BAM
94
Belpointe Asset Management
Nevada
$1.45M +$1.41M +24,850 New
IWP
95
IAG Wealth Partners
Wisconsin
$1.42M -$114K -2,012 -8%
1IA
96
1834 Investment Advisors
Wisconsin
$1.36M +$261K +4,599 +24%
IFAM
97
Institutional & Family Asset Management
Colorado
$1.33M -$111K -1,960 -8%
JWCA
98
J.W. Cole Advisors
Florida
$1.31M +$1.19K +21 +0.1%
HFS
99
Horizon Financial Services
North Carolina
$1.29M +$1.25M +22,050 New
DIA
100
Davidson Investment Advisors
Montana
$1.21M +$1.18M +20,782 New
2 3
4
5 6

USRT Hedge Fund Activity: Q2 2021 in Review

230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2021, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USRT positions and 12 closed out — a net gain of 19 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $114M. The largest seller was TownSquare Capital, cutting an estimated $46.1M.

  • 230 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2021, up from 213 in Q1 2021.
  • Funds reported $1.41B of iShares Core US REIT ETF stock for Q2 2021, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Core US REIT ETF positions in Q2 2021 and 12 closed out, a net change of +19 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2021 was Schroder Investment Management Group, an estimated $114M added.
  • The largest iShares Core US REIT ETF seller in Q2 2021 was TownSquare Capital, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2021.