iShares Core US REIT ETF
USRT
188 hedge funds and large institutions have $758M invested in iShares Core US REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 42 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 57
3% more capital invested
Capital invested by funds: $734M → $758M (+$24.2M)
0.18% more ownership
Funds ownership: 56.77% → 56.95% (+0.18%)
8% less funds holding
Funds holding: 204 → 188 (-16)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$59.8M |
| 2 |
Morgan Stanley
New York
|
+$6.25M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.68M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$4.86M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$90.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$6.51M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$6.49M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$5.49M |
USRT Hedge Fund Activity: Q2 2020 in Review
188 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2020, worth a combined $758M — up 3.3% from $734M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of USRT and 28 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 77 added.
The largest buyer was BlackRock, adding an estimated $59.8M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $90.5M.
- 188 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2020, down from 204 in Q1 2020.
- Funds reported $758M of iShares Core US REIT ETF stock for Q2 2020, up 3.3% quarter-over-quarter.
- 28 funds opened new iShares Core US REIT ETF positions in Q2 2020 and 42 closed out, a net change of -14 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2020 was BlackRock, an estimated $59.8M added.
- The largest iShares Core US REIT ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $90.5M sold.
Based on aggregated 13F filings for Q2 2020.