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iShares Core US REIT ETF
USRT

230 hedge funds and large institutions have $1.41B invested in iShares Core US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

26% more capital invested

Capital invested by funds: $1.12B → $1.41B (+$292M)

8% more funds holding

Funds holding: 213 → 230 (+17)

2.37% more ownership

Funds ownership: 63.48% → 65.85% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

Holders
230
Holders Change
+17
Holders Change %
+7.98%
% of All Funds
4%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
31
Increased
91
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$114M
2
Victory Capital Management
Victory Capital Management
Texas
+$13.5M
3
MWM
MBE Wealth Management
Wisconsin
+$8.81M
4
FEG
Fund Evaluation Group
Ohio
+$8.8M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$7.66M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$46.1M
2
BlackRock
BlackRock
New York
-$4.82M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.2M
4
PP
Prosperity Planning
Missouri
-$2.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
176
Biltmore Family Office
North Carolina
$135K +$131K +2,306 New
IHWM
177
Iron Horse Wealth Management
Iowa
$126K -$3.46K -61 -3%
SPIA
178
Steward Partners Investment Advisory
New York
$117K -$95.8K -1,688 -46%
CFFP
179
Center for Financial Planning
Michigan
$108K – – –
OCM
180
Orion Capital Management
California
$106K – – –
RBC
181
Roble Belko & Company
Pennsylvania
$104K +$57 +1 +0.1%
CFG
182
CKW Financial Group
Hawaii
$104K +$101K +1,776 New
HI
183
Harbour Investments
Wisconsin
$99K +$6.3K +111 +7%
PC
184
Permanens Capital
New York
$99K +$11.4K +200 +13%
JP Morgan Chase
185
JP Morgan Chase
New York
$97K +$4.14K +73 +5%
Macquarie Group
186
Macquarie Group
Australia
$93K +$90.8K +1,600 New
AWM
187
Avior Wealth Management
Nebraska
$90K +$114 +2 +0.1%
PA
188
Parallel Advisors
California
$88K +$3.97K +70 +5%
CHC
189
City Holding Co
West Virginia
$85K – – –
TIM
190
Tortoise Investment Management
New York
$75K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$71K +$22K +387 +46%
FGAM
192
Financial Gravity Asset Management
Texas
$58K – – –
BMD
193
Better Money Decisions
New Mexico
$57K +$284 +5 +0.5%
FWM
194
Focused Wealth Management
New York
$54K +$57 +1 +0.1%
OSNBOA
195
Old Second National Bank of Aurora
Illinois
$47K -$1.48K -26 -3%
Daiwa Securities Group
196
Daiwa Securities Group
Japan
$44K -$334K -5,880 -89%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
AIA
198
Armor Investment Advisors
North Carolina
$41K – – –
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$41K – – –
AIC
200
Archer Investment Corporation
Indiana
$40.4K – – –
6 7
8
9 10

USRT Hedge Fund Activity: Q2 2021 in Review

230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2021, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USRT positions and 12 closed out — a net gain of 19 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $114M. The largest seller was TownSquare Capital, cutting an estimated $46.1M.

  • 230 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2021, up from 213 in Q1 2021.
  • Funds reported $1.41B of iShares Core US REIT ETF stock for Q2 2021, up 26% quarter-over-quarter.
  • 31 funds opened new iShares Core US REIT ETF positions in Q2 2021 and 12 closed out, a net change of +19 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2021 was Schroder Investment Management Group, an estimated $114M added.
  • The largest iShares Core US REIT ETF seller in Q2 2021 was TownSquare Capital, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2021.