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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
BSW
201
Buckingham Strategic Wealth
Missouri
$233K +$219K +3,440 New
HSG
202
Helen Stephens Group
Texas
$229K +$215K +3,381 New
UCFA
203
United Capital Financial Advisors
Texas
$228K +$215K +3,375 New
IAA
204
Independent Advisor Alliance
North Carolina
$219K +$206K +3,240 New
CCM
205
Crew Capital Management
Ohio
$217K -$34.3K -540 -14%
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$213K +$200K +3,150 New
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$210K +$198K +3,106 New
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$208K +$195K +3,071 New
LP
209
LGL Partners
Pennsylvania
$203K +$191K +3,010 New
SFG
210
Sovereign Financial Group
Connecticut
$202K +$190K +2,989 New
JP Morgan Chase
211
JP Morgan Chase
New York
$201K +$45.6K +717 +32%
BA
212
Bridge Advisory
California
$200K +$188K +2,963 New
TAIM
213
TD Ameritrade Investment Management
Nebraska
$188K -$257K -4,038 -59%
Macquarie Group
214
Macquarie Group
Australia
$178K +$19.7K +310 +13%
SPIA
215
Steward Partners Investment Advisory
New York
$161K – – –
BFO
216
Biltmore Family Office
North Carolina
$156K – – –
TPCW
217
TD Private Client Wealth
New York
$145K +$136K +2,141 New
IHWM
218
Iron Horse Wealth Management
Iowa
$135K -$636 -10 -0.5%
MA
219
MUFG Americas
New York
$135K – – –
TWC
220
TD Waterhouse Canada
Ontario, Canada
$132K +$98.3K +1,545 New
OCM
221
Orion Capital Management
California
$126K – – –
CFFP
222
Center for Financial Planning
Michigan
$125K – – –
AF
223
Advisornet Financial
Minnesota
$115K -$45K -707 -29%
RK
224
Rather & Kittrell
Tennessee
$112K +$106K +1,667 New
RBC
225
Roble Belko & Company
Pennsylvania
$102K +$827 +13 +0.9%
7 8
9
10 11

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.