iShares Core US REIT ETF
USRT
293 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 33 closing their positions.
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
2% more funds holding
Funds holding: 287 → 293 (+6)
7% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 107
4.78% less ownership
Funds ownership: 65.95% → 61.17% (-4.8%)
7% less capital invested
Capital invested by funds: $1.79B → $1.66B (-$130M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $226K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$16.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$6.59M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$5.3M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$5.03M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$82.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$54.9M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$46.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$25.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$12.2M |
USRT Hedge Fund Activity: Q1 2022 in Review
293 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2022, worth a combined $1.66B — down 7.3% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new USRT positions and 33 closed out — a net gain of 9 holders — while 100 added to existing stakes and 107 trimmed.
The largest buyer was Allstate Corporation, opening a new position worth an estimated $16.3M. The largest seller was BlackRock, cutting an estimated $82.3M.
- 293 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2022, up from 287 in Q4 2021.
- Funds reported $1.66B of iShares Core US REIT ETF stock for Q1 2022, down 7.3% quarter-over-quarter.
- 42 funds opened new iShares Core US REIT ETF positions in Q1 2022 and 33 closed out, a net change of +9 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2022 was Allstate Corporation, an estimated $16.3M added.
- The largest iShares Core US REIT ETF seller in Q1 2022 was BlackRock, an estimated $82.3M sold.
Based on aggregated 13F filings for Q1 2022.