iShares Core US REIT ETF
USRT
230 hedge funds and large institutions have $1.41B invested in iShares Core US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 12 closing their positions.
202% more capital inflows, than outflows
Capital inflows: $237M | Capital outflows: $78.6M
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 67
8% more funds holding
Funds holding: 212 → 230 (+18)
2.37% more ownership
Funds ownership: 63.48% → 65.85% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$114M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$13.5M |
| 3 |
MBE Wealth Management
Tomah,
Wisconsin
|
+$8.81M |
| 4 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$8.8M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TownSquare Capital
Provo,
Utah
|
-$46.1M |
| 2 |
BlackRock
New York
|
-$4.82M |
| 3 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.2M |
| 4 |
Prosperity Planning
Kansas City,
Missouri
|
-$2.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.45M |
USRT Hedge Fund Activity: Q2 2021 in Review
230 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2021, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new USRT positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 67 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $114M. The largest seller was TownSquare Capital, cutting an estimated $46.1M.
- 230 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2021, up from 212 in Q1 2021.
- Funds reported $1.41B of iShares Core US REIT ETF stock for Q2 2021, up 26% quarter-over-quarter.
- 32 funds opened new iShares Core US REIT ETF positions in Q2 2021 and 12 closed out, a net change of +20 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2021 was Schroder Investment Management Group, an estimated $114M added.
- The largest iShares Core US REIT ETF seller in Q2 2021 was TownSquare Capital, an estimated $46.1M sold.
Based on aggregated 13F filings for Q2 2021.