iShares Core US REIT ETF
USRT
205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 57
2.1% more ownership
Funds ownership: 54.67% → 56.77% (+2.1%)
5% less funds holding
Funds holding: 215 → 205 (-10)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
21% less capital invested
Capital invested by funds: $929M → $734M (-$195M)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$82.4M |
| 2 |
BlackRock
New York
|
+$28.4M |
| 3 |
MG
McCutchen Group
Seattle,
Washington
|
+$24.3M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$8.69M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$8.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$27M |
| 2 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$16.5M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$13.3M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$9.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.46M |
USRT Hedge Fund Activity: Q1 2020 in Review
205 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2020, worth a combined $734M — down 21% from $929M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of USRT and 35 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 88 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $82.4M. The largest seller was Victory Capital Management, exiting entirely with an estimated $27M sold.
- 205 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2020, down from 215 in Q4 2019.
- Funds reported $734M of iShares Core US REIT ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 35 funds opened new iShares Core US REIT ETF positions in Q1 2020 and 43 closed out, a net change of -8 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $82.4M added.
- The largest iShares Core US REIT ETF seller in Q1 2020 was Victory Capital Management, an estimated $27M sold.
Based on aggregated 13F filings for Q1 2020.