iShares Core US REIT ETF
USRT
43 hedge funds and large institutions have $34.8M invested in iShares Core US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
68% more capital invested
Capital invested by funds: $20.8M → $34.8M (+$14.1M)
10% more funds holding
Funds holding: 39 → 43 (+4)
5.43% more ownership
Funds ownership: 15.07% → 20.49% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$11.6M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.43M |
| 3 |
BlackRock
New York
|
+$903K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$446K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.07M |
| 2 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$433K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$212K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$210K |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$41.4K |
USRT Hedge Fund Activity: Q3 2017 in Review
43 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2017, worth a combined $34.8M — up 68% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USRT positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was United Services Automobile Association, opening a new position worth an estimated $11.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.07M.
- 43 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2017, up from 39 in Q2 2017.
- Funds reported $34.8M of iShares Core US REIT ETF stock for Q3 2017, up 68% quarter-over-quarter.
- 7 funds opened new iShares Core US REIT ETF positions in Q3 2017 and 3 closed out, a net change of +4 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2017 was United Services Automobile Association, an estimated $11.6M added.
- The largest iShares Core US REIT ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2017.