iShares Core US REIT ETF
USRT
66 hedge funds and large institutions have $98.6M invested in iShares Core US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.
2,992% more capital inflows, than outflows
Capital inflows: $65.8M | Capital outflows: $2.13M
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
53% more funds holding
Funds holding: 43 → 66 (+23)
37.13% more ownership
Funds ownership: 20.49% → 57.62% (+37%)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$32.5M |
| 2 |
Pure Financial Advisors
San Diego,
California
|
+$6.95M |
| 3 |
JOYN Advisors
Atlanta,
Georgia
|
+$3.52M |
| 4 |
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$2.46M |
| 5 |
BlackRock
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$631K |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$432K |
| 3 |
United Services Automobile Association
San Antonio,
Texas
|
-$323K |
| 4 |
D.A. Davidson & Co
Great Falls,
Montana
|
-$217K |
| 5 |
Morgan Stanley
New York
|
-$146K |
USRT Hedge Fund Activity: Q4 2017 in Review
66 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2017, worth a combined $98.6M — up 183% from $34.8M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USRT positions and 2 closed out — a net gain of 23 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $32.5M. The largest seller was SG Americas Securities, cutting an estimated $631K.
- 66 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2017, up from 43 in Q3 2017.
- Funds reported $98.6M of iShares Core US REIT ETF stock for Q4 2017, up 183% quarter-over-quarter.
- 25 funds opened new iShares Core US REIT ETF positions in Q4 2017 and 2 closed out, a net change of +23 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $32.5M added.
- The largest iShares Core US REIT ETF seller in Q4 2017 was SG Americas Securities, an estimated $631K sold.
Based on aggregated 13F filings for Q4 2017.