iShares Core US REIT ETF
USRT
23 hedge funds and large institutions have $13.2M invested in iShares Core US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $13.4M → $13.2M (-$216K)
1.16% less ownership
Funds ownership: 18.06% → 16.9% (-1.2%)
15% less funds holding
Funds holding: 27 → 23 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$941K |
| 3 |
SG Americas Securities
New York
|
+$901K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$59.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 3 |
Morgan Stanley
New York
|
-$522K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$334K |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$231K |
USRT Hedge Fund Activity: Q1 2014 in Review
23 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2014, worth a combined $13.2M — down 1.6% from $13.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USRT and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was UBS, adding an estimated $1.11M. The largest seller was Timber Hill, exiting entirely with an estimated $1.87M sold.
- 23 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2014, down from 27 in Q4 2013.
- Funds reported $13.2M of iShares Core US REIT ETF stock for Q1 2014, down 1.6% quarter-over-quarter.
- 1 fund opened new iShares Core US REIT ETF positions in Q1 2014 and 5 closed out, a net change of -4 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2014 was UBS, an estimated $1.11M added.
- The largest iShares Core US REIT ETF seller in Q1 2014 was Timber Hill, an estimated $1.87M sold.
Based on aggregated 13F filings for Q1 2014.