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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
PP
201
Pacifica Partners
Canada
$11K – – –
TRCT
202
Tower Research Capital (TRC)
New York
$10K -$971K -19,292 -99%
AIC
203
Ameritas Investment Company
Nebraska
$7.34K +$7.04K +140 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7K +$7.35K +146 New
BW
205
Bison Wealth
Georgia
$6K – – –
GWM
206
Geneos Wealth Management
Colorado
$5K – – –
EVM
207
Eaton Vance Management
Massachusetts
$5K +$5.03K +100 New
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.23K +84 New
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
Citigroup
210
Citigroup
New York
$1K -$9.01K -179 -87%
LFG
211
Larson Financial Group
Missouri
$1K -$50 -1 -8%
TWA
212
TCI Wealth Advisors
Arizona
$1K – – –
BFC
213
Bedel Financial Consulting
Indiana
$1K +$1.06K +21 New
FGAM
214
Financial Gravity Asset Management
Texas
$62 -$906 -18 -95%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
– -$9.9M -204,602 Closed
SC
216
Scotia Capital
Ontario, Canada
– -$1.76M -36,356 Closed
KWM
217
Kingsview Wealth Management
Oregon
– -$1.32M -27,182 Closed
BAM
218
Belpointe Asset Management
Nevada
– -$1.05M -21,750 Closed
MA
219
MCF Advisors
Kentucky
– -$974K -20,116 Closed
SS
220
Simplicity Solutions
Minnesota
– -$875K -18,077 Closed
KAS
221
Kestra Advisory Services
Texas
– -$789K -16,453 Closed
FAIM
222
Financial Advocates Investment Management
Washington
– -$726K -8,570 Closed
AAS
223
Avantax Advisory Services
Texas
– -$322K -6,656 Closed
AFAS
224
Acorn Financial Advisory Services
Virginia
– -$302K -6,257 Closed
CW
225
CreativeOne Wealth
Kansas
– -$246K -5,075 Closed
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.