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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
3.74%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
86
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26.5M
2
AA
Advisory Alpha
Michigan
+$15.8M
3
BIP
Blueprint Investment Partners
North Carolina
+$13M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.3M
5
TC
TownSquare Capital
Utah
+$7.74M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.6M
2
HS
Horan Securities
United States
-$10.6M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.9M
4
FA
Fiducient Advisors
Illinois
-$9.12M
5
Bank of America
Bank of America
North Carolina
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$44K +$44K +874 New
Deutsche Bank
177
Deutsche Bank
Germany
$42K +$40.1K +798 New
VFA
178
Valeo Financial Advisors
Indiana
$38K +$201 +4 +0.6%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$36.8K +731 New
AIA
180
Armor Investment Advisors
North Carolina
$37K – – –
AIC
181
Archer Investment Corporation
Indiana
$36.3K – – –
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$36K +$35K +696 New
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$34K +$33K +655 New
LWA
184
Lowe Wealth Advisors
Maryland
$32K – – –
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$27K – – –
IA
186
IFP Advisors
Florida
$25K -$59K -1,173 -71%
CP
187
Corbenic Partners
Pennsylvania
$23K -$6.64K -132 -23%
ARMC
188
American Research & Management Company
Massachusetts
$21K – – –
BCA
189
Bray Capital Advisors
Florida
$21K – – –
BAMG
190
Brand Asset Management Group
Missouri
$20K – – –
DI
191
Disciplined Investments
Oklahoma
$20K – – –
MCC
192
Money Concepts Capital
Florida
$20K – – –
BFEC
193
Benjamin F. Edwards & Company
Missouri
$19K – – –
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$18K -$2.57K -51 -13%
CWC
195
Carolinas Wealth Consulting
North Carolina
$18K – – –
GI
196
Gradient Investments
Minnesota
$17K +$8K +159 +97%
MA
197
MUFG Americas
New York
$16K – – –
RPCA
198
Running Point Capital Advisors
California
$16K – – –
PWM
199
Prentice Wealth Management
New York
$15K +$14.1K +280 New
TCOV
200
Trust Company of Vermont
Vermont
$12K – – –
6 7
8
9 10

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.