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iShares Core US REIT ETF

39 hedge funds and large institutions have $20.8M invested in iShares Core US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

23% more capital invested

Capital invested by funds: $16.9M → $20.8M (+$3.88M)

22% more funds holding

Funds holding: 3239 (+7)

4.09% less ownership

Funds ownership: 19.16%15.07% (-4.1%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.02M -$96.4K -1,954 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.62M -$27.7K -562 -1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.32M +$2.11M +42,698 +966%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.19M +$375K +7,597 +21%
KM
5
Kalos Management
Georgia
$1.46M +$10.7K +217 +0.7%
SG Americas Securities
6
SG Americas Securities
New York
$1.18M
Bank of America
7
Bank of America
North Carolina
$902K -$132K -2,679 -13%
1IA
8
1834 Investment Advisors
Wisconsin
$874K +$7.94K +161 +0.9%
HHGA
9
Halbert Hargrove Global Advisors
California
$868K
LPL Financial
10
LPL Financial
California
$726K +$94.2K +1,910 +15%
RIA
11
Regal Investment Advisors
Michigan
$596K +$17.7K +359 +3%
UBS Group
12
UBS Group
Switzerland
$340K -$12.3K -250 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$340K +$342K +6,927 New
CAN
14
Cetera Advisor Networks
California
$330K -$87.5K -1,775 -21%
PAG
15
Private Advisor Group
New Jersey
$323K +$123K +2,500 +59%
HFS
16
HL Financial Services
Kentucky
$320K +$321K +6,511 New
FAAS
17
First Allied Advisory Services
California
$301K +$302K +6,127 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$282K +$48.7K +988 +21%
Ameriprise
19
Ameriprise
Minnesota
$257K -$2.71K -55 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$254K +$255K +5,164 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$236K +$14.8K +301 +7%
TH
22
Timber Hill
Connecticut
$212K -$62.5K -1,268 -23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$144K +$11.8K +240 +9%
HT
24
Heritage Trust
Oklahoma
$127K
GWM
25
Geneos Wealth Management
Colorado
$109K +$80.8K +1,639 +282%

USRT Hedge Fund Activity: Q2 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2017, worth a combined $20.8M — up 23% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USRT positions and 0 closed out — a net gain of 7 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.11M. The largest seller was Bank of America, cutting an estimated $132K.

  • 39 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2017, up from 32 in Q1 2017.
  • Funds reported $20.8M of iShares Core US REIT ETF stock for Q2 2017, up 23% quarter-over-quarter.
  • 7 funds opened new iShares Core US REIT ETF positions in Q2 2017 and 0 closed out, a net change of +7 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $2.11M added.
  • The largest iShares Core US REIT ETF seller in Q2 2017 was Bank of America, an estimated $132K sold.

Based on aggregated 13F filings for Q2 2017.