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iShares Core US REIT ETF
USRT

320 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 104

14% more capital invested

Capital invested by funds: $1.47B → $1.67B (+$199M)

5.73% more ownership

Funds ownership: 62.76% → 68.5% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3% less funds holding

Funds holding: 329 → 320 (-9)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
320
Holders Change
-9
Holders Change %
-2.74%
% of All Funds
4.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
123
Reduced
104
Closed
36
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$527K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$131M
2
GT
Glenmede Trust
Pennsylvania
+$74.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$20.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$19.9M
5
US Bancorp
US Bancorp
Minnesota
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
FTA
Financial & Tax Architects
Missouri
-$18M
2
BIP
Blueprint Investment Partners
North Carolina
-$11.5M
3
SAG
SageView Advisory Group
California
-$11.1M
4
HHGA
Halbert Hargrove Global Advisors
California
-$9.6M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
Prosperity Planning
Missouri
$3.46M +$117K +2,248 +4%
WA
77
Waverly Advisors
Alabama
$3.43M -$213K -4,101 -6%
FHB
78
First Hawaiian Bank
Hawaii
$3.29M – – –
WCM
79
Windsor Capital Management
Arizona
$3.17M +$208K +4,005 +7%
BA
80
Bellwether Advisors
Nebraska
$3.06M -$2.65K -51 -0.1%
Wells Fargo
81
Wells Fargo
California
$3.05M +$46.7K +901 +2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.9M -$1.17M -22,631 -30%
DWM
83
Dogwood Wealth Management
Kansas
$2.73M +$48.9K +943 +2%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$2.68M -$593K -11,428 -19%
MNBTD
85
Moody National Bank Trust Division
Texas
$2.64M +$249K +4,803 +11%
MGIA
86
Moneta Group Investment Advisors
Missouri
$2.61M -$185K -3,563 -7%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$2.58M +$1.28M +24,685 +111%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$2.37M -$76.6K -1,477 -3%
NWM
89
Napa Wealth Management
California
$2.36M +$2.28M +44,021 New
NW
90
Naviter Wealth
Arkansas
$2.35M +$1.17M +22,574 +106%
ACM
91
AlphaStar Capital Management
North Carolina
$2.35M +$351K +6,769 +18%
PCMM
92
Piedmont Capital Management (Montana)
Montana
$2.33M – – –
IG
93
ING Group
Netherlands
$2.31M +$2.24M +43,100 New
Goldman Sachs
94
Goldman Sachs
New York
$2.26M -$1.66M -31,941 -43%
ASBI
95
American State Bank (Iowa)
Iowa
$2.23M +$31.9K +615 +2%
SAM
96
Securian Asset Management
Minnesota
$2.19M – – –
BEC
97
Blue Edge Capital
Virginia
$2.18M +$6.85K +132 +0.3%
SAS
98
SMI Advisory Services
Indiana
$2.17M -$3.74M -72,011 -64%
IWN
99
Independent Wealth Network
Iowa
$2.16M -$80.7K -1,556 -4%
CWA
100
Cascade Wealth Advisors
Washington
$2.13M +$303K +5,847 +18%
2 3
4
5 6

USRT Hedge Fund Activity: Q2 2024 in Review

320 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2024, worth a combined $1.67B — up 14% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of USRT and 29 opened new positions — a net loss of 7 holders — while 104 trimmed existing stakes and 123 added.

The largest buyer was Charles Schwab, adding an estimated $131M. The largest seller was Financial & Tax Architects, exiting entirely with an estimated $18M sold.

  • 320 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2024, down from 329 in Q1 2024.
  • Funds reported $1.67B of iShares Core US REIT ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 29 funds opened new iShares Core US REIT ETF positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2024 was Charles Schwab, an estimated $131M added.
  • The largest iShares Core US REIT ETF seller in Q2 2024 was Financial & Tax Architects, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2024.