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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
HS
176
Horan Securities
United States
$323K +$304K +4,776 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$319K +$81.9K +1,288 +38%
FF
178
Financial Futures
New Jersey
$318K +$299K +4,699 New
PWM
179
Perigon Wealth Management
California
$310K +$12.2K +192 +4%
TFA
180
Triad Financial Advisors
North Carolina
$307K +$289K +4,537 New
FF
181
FourThought Financial
Florida
$305K +$19K +298 +7%
CA
182
Continuum Advisory
Idaho
$301K -$20.3K -319 -7%
FMWA
183
Forvis Mazars Wealth Advisors
Missouri
$300K +$12.4K +195 +5%
RJA
184
Raymond James & Associates
Florida
$299K +$282K +4,426 New
PO
185
Private Ocean
California
$293K – – –
AFG
186
Arkansas Financial Group
Arkansas
$291K +$64 +1 +0%
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$288K +$184K +2,900 +213%
JGIA
188
Jackson Grant Investment Advisers
Connecticut
$284K +$191 +3 +0.1%
GT
189
Glenmede Trust
Pennsylvania
$272K +$256K +4,024 +36,582%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$260K -$199K -3,132 -45%
NHC
191
Nicholas Hoffman & Company
Georgia
$259K +$244K +3,830 New
FNWM
192
Financial Network Wealth Management
Utah
$258K +$243K +3,821 New
JIC
193
Johnson Investment Counsel
Ohio
$257K -$1.84K -29 -0.8%
RW
194
REDW Wealth
New Mexico
$255K -$700 -11 -0.3%
GKWIM
195
Gerber Kawasaki Wealth & Investment Management
California
$253K +$239K +3,752 +125,067%
FA
196
Faithward Advisors
Pennsylvania
$249K -$14.8K -232 -6%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$7.44K -117 -3%
SEA
198
Stegent Equity Advisors
Texas
$246K +$232K +3,651 New
EIA
199
Eastover Investment Advisors
North Carolina
$234K +$220K +3,460 New
PFA
200
Peak Financial Advisors
Colorado
$234K +$221K +3,467 New
6 7
8
9 10

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.