iShares Core US REIT ETF
USRT
370 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 133 increasing their positions, 110 reducing their positions, and 42 closing their positions.
5,627% more call options, than puts
Call options by funds: $630K | Put options by funds: $11K
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
21% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 110
6% more funds holding
Funds holding: 349 → 370 (+21)
2% more capital invested
Capital invested by funds: $1.77B → $1.81B (+$36.3M)
0.55% more ownership
Funds ownership: 63.51% → 64.06% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$87.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$46.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$9.36M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.8M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$13M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.71M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$5.43M |
USRT Hedge Fund Activity: Q4 2024 in Review
370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2024, worth a combined $1.81B — up 2% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new USRT positions and 42 closed out — a net gain of 26 holders — while 133 added to existing stakes and 110 trimmed.
The largest buyer was BlackRock, adding an estimated $87.2M. The largest seller was Kestra Investment Management, cutting an estimated $33M.
- 370 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2024, up from 349 in Q3 2024.
- Funds reported $1.81B of iShares Core US REIT ETF stock for Q4 2024, up 2% quarter-over-quarter.
- 68 funds opened new iShares Core US REIT ETF positions in Q4 2024 and 42 closed out, a net change of +26 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2024 was BlackRock, an estimated $87.2M added.
- The largest iShares Core US REIT ETF seller in Q4 2024 was Kestra Investment Management, an estimated $33M sold.
Based on aggregated 13F filings for Q4 2024.