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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
RWM
101
Ritholtz Wealth Management
New York
$1.11M -$2.42K -44 -0.2%
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$1.08M +$54.6K +991 +5%
GWAG
103
Garrett Wealth Advisory Group
Texas
$1.06M +$155K +2,810 +17%
1IA
104
1834 Investment Advisors
Wisconsin
$1.04M – – –
WCM
105
Windsor Capital Management
Arizona
$987K +$173K +3,144 +21%
CFN
106
Cordasco Financial Network
Florida
$942K +$31.7K +575 +3%
MA
107
MCF Advisors
Kentucky
$901K – – –
LFG
108
LifePlan Financial Group
Ohio
$895K +$85.2K +1,547 +10%
CST
109
Charles Schwab Trust
Nevada
$886K -$2.26K -41 -0.3%
FWM
110
Focused Wealth Management
New York
$870K +$95.1K +1,727 +12%
Citadel Advisors
111
Citadel Advisors
Florida
$853K +$860K +15,630 New
IAA
112
Independent Advisor Alliance
North Carolina
$833K +$840K +15,251 New
ASN
113
Advisory Services Network
Georgia
$780K -$486K -8,836 -38%
AIM
114
Aurora Investment Managers
Florida
$778K +$784K +14,249 New
IFAM
115
Institutional & Family Asset Management
Colorado
$719K +$53.7K +976 +8%
FSG
116
Financial Strategies Group
Michigan
$715K +$722K +13,106 New
BC
117
Brinker Capital
Pennsylvania
$701K +$51.4K +934 +8%
WEPOG
118
Wealth Enhancement & Preservation of GA
Georgia
$663K +$689K +12,520 New
AI
119
Atria Investments
North Carolina
$638K -$3.51M -63,771 -85%
MWM
120
Mission Wealth Management
California
$615K +$620K +11,264 New
SFA
121
Sequoia Financial Advisors
Ohio
$613K +$9.85K +179 +2%
MA
122
Mutual Advisors
Nebraska
$572K +$135K +2,456 +31%
RA
123
RFG Advisory
Alabama
$568K +$573K +10,411 New
GM
124
GeoWealth Management
Illinois
$530K -$489K -8,874 -48%
RC
125
Roundview Capital
New Jersey
$509K +$274K +4,975 +115%
3 4
5
6 7

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.