iShares Core US REIT ETF
USRT
164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 32
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
14% more capital invested
Capital invested by funds: $629M → $720M (+$91.1M)
9% more funds holding
Funds holding: 151 → 164 (+13)
2.13% less ownership
Funds ownership: 52.28% → 50.15% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$54.2M |
| 2 |
Morgan Stanley
New York
|
+$10.5M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$6.31M |
| 4 |
HS
Horan Securities
Cincinnati,
United States
|
+$5.81M |
| 5 |
JA
JOYN Advisors
Atlanta,
Georgia
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$12.5M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$11.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.3M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$4.72M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$3.54M |
USRT Hedge Fund Activity: Q2 2019 in Review
164 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2019, worth a combined $720M — up 14% from $629M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new USRT positions and 13 closed out — a net gain of 15 holders — while 78 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $54.2M. The largest seller was United Services Automobile Association, cutting an estimated $12.5M.
- 164 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2019, up from 151 in Q1 2019.
- Funds reported $720M of iShares Core US REIT ETF stock for Q2 2019, up 14% quarter-over-quarter.
- 28 funds opened new iShares Core US REIT ETF positions in Q2 2019 and 13 closed out, a net change of +15 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2019 was BlackRock, an estimated $54.2M added.
- The largest iShares Core US REIT ETF seller in Q2 2019 was United Services Automobile Association, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2019.