iShares Core US REIT ETF
USRT
213 hedge funds and large institutions have $1.12B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
32% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 65
15% more capital invested
Capital invested by funds: $967M → $1.12B (+$149M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
3.22% more ownership
Funds ownership: 60.27% → 63.48% (+3.2%)
3% more funds holding
Funds holding: 207 → 213 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$26.5M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$15.8M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$13M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.3M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.6M |
| 2 |
HS
Horan Securities
Cincinnati,
United States
|
-$10.6M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.9M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$9.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.76M |
USRT Hedge Fund Activity: Q1 2021 in Review
213 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2021, worth a combined $1.12B — up 15% from $967M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new USRT positions and 20 closed out — a net gain of 7 holders — while 86 added to existing stakes and 65 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.5M. The largest seller was BlackRock, cutting an estimated $11.6M.
- 213 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2021, up from 207 in Q4 2020.
- Funds reported $1.12B of iShares Core US REIT ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 27 funds opened new iShares Core US REIT ETF positions in Q1 2021 and 20 closed out, a net change of +7 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $26.5M added.
- The largest iShares Core US REIT ETF seller in Q1 2021 was BlackRock, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.