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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
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$580K +$546K +8,581 New
FWM
152
Fingerlakes Wealth Management
New York
$557K +$522K +8,200 New
KCM
153
Karp Capital Management
California
$550K +$53.4K +840 +12%
CFD
154
Creative Financial Designs
Indiana
$546K -$63.7K -1,002 -11%
TC
155
TownSquare Capital
Utah
$541K +$445 +7 +0.1%
GC
156
Garde Capital
Washington
$523K – – –
GWAG
157
Garrett Wealth Advisory Group
Texas
$496K -$145K -2,273 -24%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$494K +$27.9K +439 +6%
SIS
159
SVB Investment Services
Utah
$490K -$64 -1 -0%
PW
160
Peninsula Wealth
California
$464K +$437K +6,872 New
FA
161
Flagstar Advisors
New York
$458K +$9.41K +148 +2%
SFA
162
Sequoia Financial Advisors
Ohio
$431K +$406K +6,375 New
TRIA
163
Trail Ridge Investment Advisors
Colorado
$426K +$401K +6,300 New
NA
164
NewEdge Advisors
Louisiana
$414K +$390K +6,125 New
AFAS
165
Acorn Financial Advisory Services
Virginia
$411K -$1.78K -28 -0.5%
SWP
166
Stratos Wealth Partners
Ohio
$401K +$377K +5,930 New
FTS
167
Fifth Third Securities
Ohio
$381K +$80K +1,257 +29%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$377K -$25.6K -402 -7%
TNA
169
True North Advisors
Texas
$368K -$62K -974 -15%
TAM
170
Tocqueville Asset Management
New York
$368K +$347K +5,450 New
HR
171
Hayden Royal
North Carolina
$365K -$1.59K -25 -0.5%
CFC
172
Coyle Financial Counsel
Illinois
$359K +$1.97K +31 +0.6%
NFG
173
Next Financial Group
Texas
$327K +$137K +2,146 +80%
Northern Trust
174
Northern Trust
Illinois
$324K +$305K +4,791 New
PIMG
175
Patriot Investment Management Group
Tennessee
$323K – – –
5 6
7
8 9

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.