iShares Core US REIT ETF
USRT
151 hedge funds and large institutions have $629M invested in iShares Core US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 19 closing their positions.
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
91% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 34
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
38% more capital invested
Capital invested by funds: $457M → $629M (+$172M)
9% more funds holding
Funds holding: 138 → 151 (+13)
0.23% more ownership
Funds ownership: 52.05% → 52.28% (+0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$34.5M |
| 2 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$20.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$10.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$31.2M |
| 2 |
BlackRock
New York
|
-$17.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.27M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.5M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$3.55M |
USRT Hedge Fund Activity: Q1 2019 in Review
151 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2019, worth a combined $629M — up 38% from $457M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new USRT positions and 19 closed out — a net gain of 15 holders — while 65 added to existing stakes and 34 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $34.5M. The largest seller was Lincoln National Corp, cutting an estimated $31.2M.
- 151 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2019, up from 138 in Q4 2018.
- Funds reported $629M of iShares Core US REIT ETF stock for Q1 2019, up 38% quarter-over-quarter.
- 34 funds opened new iShares Core US REIT ETF positions in Q1 2019 and 19 closed out, a net change of +15 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2019 was United Services Automobile Association, an estimated $34.5M added.
- The largest iShares Core US REIT ETF seller in Q1 2019 was Lincoln National Corp, an estimated $31.2M sold.
Based on aggregated 13F filings for Q1 2019.