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iShares Core US REIT ETF
USRT

27 hedge funds and large institutions have $26.3M invested in iShares Core US REIT ETF in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.58% more ownership

Funds ownership: 0% → 27.58% (+28%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.4M +$12.1M +279,675 New
HSA
2
Holt-Smith Advisors
Wisconsin
$2.88M +$3.07M +70,908 New
Morgan Stanley
3
Morgan Stanley
New York
$2.46M +$2.62M +60,606 New
Bank of America
4
Bank of America
North Carolina
$2.44M +$2.6M +59,992 New
HHGA
5
Halbert Hargrove Global Advisors
California
$1.42M +$1.52M +35,032 New
LPL Financial
6
LPL Financial
California
$1.26M +$1.34M +30,948 New
TH
7
Timber Hill
Connecticut
$1.23M +$1.31M +30,381 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$738K +$786K +18,174 New
RIA
9
Regal Investment Advisors
Michigan
$634K +$669K +15,462 New
RJA
10
Raymond James & Associates
Florida
$462K +$492K +11,368 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$278K +$296K +6,841 New
U
12
UBS
Switzerland
$235K +$250K +5,790 New
PP
13
Palladium Partners
Virginia
$223K +$238K +5,500 New
AA
14
AlphaMark Advisors
Kentucky
$196K +$209K +4,825 New
KIG
15
Kessler Investment Group
Indiana
$142K +$151K +3,491 New
Ameriprise
16
Ameriprise
Minnesota
$129K +$137K +3,174 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$103K +$110K +2,534 New
DADC
18
D.A. Davidson & Co
Montana
$34K +$36.7K +848 New
US Bancorp
19
US Bancorp
Minnesota
$27K +$28.6K +660 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K +$22.9K +530 New
AIG
21
American International Group
New York
$14.6K +$15.6K +360 New
MFS
22
MSI Financial Services
Massachusetts
$14K +$15K +346 New
BIM
23
Bridgecreek Investment Management
Oklahoma
$13K +$13.6K +315 New
Citigroup
24
Citigroup
New York
$8K +$8.65K +200 New
Brown Advisory
25
Brown Advisory
Maryland
$5K +$5.36K +124 New
1
2

USRT Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2013, worth a combined $26.3M.

Buyers outnumbered sellers: 27 funds opened new USRT positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.3M of iShares Core US REIT ETF stock for Q2 2013.
  • 27 funds opened new iShares Core US REIT ETF positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.