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iShares Core US REIT ETF
USRT

287 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 14 → 21 (+7)

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

32% more capital invested

Capital invested by funds: $1.36B → $1.79B (+$434M)

22% more funds holding

Funds holding: 235 → 287 (+52)

6.62% more ownership

Funds ownership: 59.34% → 65.95% (+6.6%)

Holders
287
Holders Change
+52
Holders Change %
+22.13%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
99
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$15.3M
2
US Bancorp
US Bancorp
Minnesota
+$14.3M
3
Bank of America
Bank of America
North Carolina
+$13.7M
4
CCM
Coldstream Capital Management
Washington
+$11.4M
5
TFA
TPG Financial Advisors
Oregon
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
-$9.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$3.85M
4
GB
Gunma Bank
Japan
-$3.17M
5
DIA
Davidson Investment Advisors
Montana
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
COWA LLC
Oklahoma
$4.23M +$1.12M +17,594 +39%
MUAMU
77
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.2M – – –
FHB
78
First Hawaiian Bank
Hawaii
$4.15M – – –
FWM
79
Foresight Wealth Management
Utah
$4.15M +$3.05K +48 +0.1%
RFN
80
RDA Financial Network
Iowa
$3.98M +$148K +2,329 +4%
RVPG
81
Relative Value Partners Group
$3.95M +$794K +12,477 +27%
HCA
82
Heck Capital Advisors
Wisconsin
$3.81M -$299K -4,695 -8%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$3.75M -$13.2K -207 -0.4%
Nomura Asset Management
84
Nomura Asset Management
Japan
$3.59M +$3.38M +53,100 New
FIM
85
Freedom Investment Management
Connecticut
$3.4M +$56.2K +884 +2%
State Street
86
State Street
Massachusetts
$3.25M -$293K -4,600 -9%
PP
87
Prosperity Planning
Missouri
$3.21M – – –
HT
88
HAP Trading
New York
$3.17M +$2.98M +46,834 New
SWM
89
SigFig Wealth Management
California
$3.09M -$171K -2,683 -5%
BFA
90
Brown Financial Advisory
Alabama
$2.93M -$50.4K -793 -2%
PWA
91
Peterson Wealth Advisors
Utah
$2.9M -$408K -6,417 -13%
WCM
92
Windsor Capital Management
Arizona
$2.87M +$107K +1,689 +4%
CWM
93
CarsonAllaria Wealth Management
Illinois
$2.85M +$2.68M +42,205 New
MFGP
94
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.85M +$309K +4,860 +13%
HFS
95
Horizon Financial Services
North Carolina
$2.69M +$355K +5,578 +16%
PCMM
96
Piedmont Capital Management (Montana)
Montana
$2.64M -$42.2K -664 -2%
AWM
97
AE Wealth Management
Kansas
$2.56M +$543K +8,536 +29%
BPM
98
Bowling Portfolio Management
Ohio
$2.46M -$187K -2,940 -7%
IWN
99
Independent Wealth Network
Iowa
$2.21M +$44K +691 +2%
MCM
100
MAI Capital Management
Ohio
$2.19M +$1.05M +16,447 +103%
2 3
4
5 6

USRT Hedge Fund Activity: Q4 2021 in Review

287 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2021, worth a combined $1.79B — up 32% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new USRT positions and 19 closed out — a net gain of 57 holders — while 99 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $15.3M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $9.1M sold.

  • 287 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2021, up from 235 in Q3 2021.
  • Funds reported $1.79B of iShares Core US REIT ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 76 funds opened new iShares Core US REIT ETF positions in Q4 2021 and 19 closed out, a net change of +57 holders.
  • The largest iShares Core US REIT ETF buyer in Q4 2021 was BlackRock, an estimated $15.3M added.
  • The largest iShares Core US REIT ETF seller in Q4 2021 was Fund Evaluation Group, an estimated $9.1M sold.

Based on aggregated 13F filings for Q4 2021.