iShares Core US REIT ETF
USRT
138 hedge funds and large institutions have $457M invested in iShares Core US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 16 closing their positions.
175% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 16
85% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 27
52% more capital invested
Capital invested by funds: $300M → $457M (+$157M)
25% more funds holding
Funds holding: 110 → 138 (+28)
13.6% more ownership
Funds ownership: 38.45% → 52.05% (+14%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$135M |
| 2 |
BlackRock
New York
|
+$10.8M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$4.37M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.71M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$12.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.02M |
| 3 |
JA
JOYN Advisors
Atlanta,
Georgia
|
-$3.87M |
| 4 |
Goldman Sachs
New York
|
-$3.52M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.65M |
USRT Hedge Fund Activity: Q4 2018 in Review
138 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2018, worth a combined $457M — up 52% from $300M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new USRT positions and 16 closed out — a net gain of 28 holders — while 50 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $135M. The largest seller was Advisory Alpha, exiting entirely with an estimated $12.3M sold.
- 138 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2018, up from 110 in Q3 2018.
- Funds reported $457M of iShares Core US REIT ETF stock for Q4 2018, up 52% quarter-over-quarter.
- 44 funds opened new iShares Core US REIT ETF positions in Q4 2018 and 16 closed out, a net change of +28 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $135M added.
- The largest iShares Core US REIT ETF seller in Q4 2018 was Advisory Alpha, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2018.