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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
Comerica Bank
101
Comerica Bank
Texas
$2.17M +$574K +9,031 +35%
ASBI
102
American State Bank (Iowa)
Iowa
$2.05M +$144K +2,262 +8%
EH
103
Equitable Holdings
New York
$2.02M -$169K -2,650 -8%
MCM
104
Monument Capital Management
Virginia
$2.02M -$120K -1,891 -6%
EWA
105
Exencial Wealth Advisors
Oklahoma
$1.97M +$1.85M +29,159 New
AWM
106
Apollon Wealth Management
South Carolina
$1.87M -$23.4K -368 -1%
AF
107
Allworth Financial
California
$1.86M -$75.8K -1,191 -4%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.72M -$219K -3,437 -12%
BCM
109
Brookstone Capital Management
Illinois
$1.68M -$188K -2,956 -10%
AIA
110
Acute Investment Advisory
Arizona
$1.68M +$1.58M +24,813 New
JCM
111
J2 Capital Management
Michigan
$1.67M +$1.57M +24,641 New
IWP
112
IAG Wealth Partners
Wisconsin
$1.64M -$1.34K -21 -0.1%
1IA
113
1834 Investment Advisors
Wisconsin
$1.61M – – –
RW
114
RVW Wealth
California
$1.53M -$509 -8 -0%
Renaissance Technologies
115
Renaissance Technologies
New York
$1.43M +$420K +6,600 +45%
BCI
116
Brinker Capital Investments
Pennsylvania
$1.36M +$700K +10,998 +120%
CFN
117
Cordasco Financial Network
Florida
$1.33M -$7.51K -118 -0.6%
JWCA
118
J.W. Cole Advisors
Florida
$1.33M +$1.25M +19,613 New
RFA
119
RTD Financial Advisors
Pennsylvania
$1.26M +$1.18M +18,617 New
GSIS
120
Global Strategic Investment Solutions
Arizona
$1.22M – – –
AAS
121
Avantax Advisory Services
Texas
$1.19M +$148K +2,330 +15%
IFAM
122
Institutional & Family Asset Management
Colorado
$1.18M -$333K -5,241 -23%
Prudential Financial
123
Prudential Financial
New Jersey
$1.15M +$1.08M +16,947 New
HAS
124
HBW Advisory Services
California
$1.07M +$6.17K +97 +0.6%
MA
125
MAS Advisors
Florida
$1.06M +$997K +15,666 New
3 4
5
6 7

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.