iShares Core US REIT ETF
USRT
110 hedge funds and large institutions have $298M invested in iShares Core US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
77% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 22
28% more funds holding
Funds holding: 86 → 110 (+24)
11% more capital invested
Capital invested by funds: $268M → $298M (+$30.1M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8.82% less ownership
Funds ownership: 47.27% → 38.45% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$33.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.51M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$6.11M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.75M |
| 5 |
CM
Cornerstone Management
Duluth,
Georgia
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$32.5M |
| 2 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$2.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.81M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$1.69M |
USRT Hedge Fund Activity: Q3 2018 in Review
110 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2018, worth a combined $298M — up 11% from $268M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new USRT positions and 9 closed out — a net gain of 24 holders — while 39 added to existing stakes and 22 trimmed.
The largest buyer was Lincoln National Corp, opening a new position worth an estimated $33.7M. The largest seller was BlackRock, cutting an estimated $32.5M.
- 110 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2018, up from 86 in Q2 2018.
- Funds reported $298M of iShares Core US REIT ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 33 funds opened new iShares Core US REIT ETF positions in Q3 2018 and 9 closed out, a net change of +24 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2018 was Lincoln National Corp, an estimated $33.7M added.
- The largest iShares Core US REIT ETF seller in Q3 2018 was BlackRock, an estimated $32.5M sold.
Based on aggregated 13F filings for Q3 2018.