iShares Core US REIT ETF
USRT
215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.
317% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 12
100% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 44
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
19% more funds holding
Funds holding: 180 → 215 (+35)
9% more capital invested
Capital invested by funds: $856M → $929M (+$73M)
3.14% more ownership
Funds ownership: 51.53% → 54.67% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.6M |
| 4 |
MG
McCutchen Group
Seattle,
Washington
|
+$5.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$31.3M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$8.83M |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$5.01M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.84M |
| 5 |
Jane Street
New York
|
-$4M |
USRT Hedge Fund Activity: Q4 2019 in Review
215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2019, worth a combined $929M — up 8.5% from $856M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new USRT positions and 12 closed out — a net gain of 38 holders — while 88 added to existing stakes and 44 trimmed.
The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was Victory Capital Management, cutting an estimated $31.3M.
- 215 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2019, up from 180 in Q3 2019.
- Funds reported $929M of iShares Core US REIT ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
- 50 funds opened new iShares Core US REIT ETF positions in Q4 2019 and 12 closed out, a net change of +38 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2019 was BlackRock, an estimated $16.3M added.
- The largest iShares Core US REIT ETF seller in Q4 2019 was Victory Capital Management, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2019.