iShares Core US REIT ETF
USRT
180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 38
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $722M → $856M (+$134M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
10% more funds holding
Funds holding: 164 → 180 (+16)
1.38% more ownership
Funds ownership: 50.15% → 51.53% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$57.1M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$18.1M |
| 3 |
BlackRock
New York
|
+$15.1M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$7.93M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$53.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.2M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$5.48M |
| 4 |
Jane Street
New York
|
-$4.7M |
| 5 |
Morgan Stanley
New York
|
-$3.83M |
USRT Hedge Fund Activity: Q3 2019 in Review
180 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2019, worth a combined $856M — up 19% from $722M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new USRT positions and 17 closed out — a net gain of 16 holders — while 80 added to existing stakes and 38 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $57.1M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $53.3M sold.
- 180 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2019, up from 164 in Q2 2019.
- Funds reported $856M of iShares Core US REIT ETF stock for Q3 2019, up 19% quarter-over-quarter.
- 33 funds opened new iShares Core US REIT ETF positions in Q3 2019 and 17 closed out, a net change of +16 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2019 was Victory Capital Management, an estimated $57.1M added.
- The largest iShares Core US REIT ETF seller in Q3 2019 was United Services Automobile Association, an estimated $53.3M sold.
Based on aggregated 13F filings for Q3 2019.