iShares Core US REIT ETF
USRT
326 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 82 reducing their positions, and 32 closing their positions.
230,700% more call options, than puts
Call options by funds: $6.92M | Put options by funds: $3K
109% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 32
50% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 82
15% more capital invested
Capital invested by funds: $1.08B → $1.24B (+$160M)
9% more funds holding
Funds holding: 298 → 326 (+28)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
4.5% more ownership
Funds ownership: 60.96% → 65.46% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$31.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$17.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$17.4M |
| 5 |
OH
Oikos Holdings
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$12.3M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$8.92M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$6.61M |
| 4 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
-$6.15M |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$5.99M |
USRT Hedge Fund Activity: Q4 2022 in Review
326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q4 2022, worth a combined $1.24B — up 15% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new USRT positions and 32 closed out — a net gain of 35 holders — while 123 added to existing stakes and 82 trimmed.
The largest buyer was Fiducient Advisors, adding an estimated $31.3M. The largest seller was Allstate Corporation, exiting entirely with an estimated $12.3M sold.
- 326 institutional investors held iShares Core US REIT ETF (USRT) as of Q4 2022, up from 298 in Q3 2022.
- Funds reported $1.24B of iShares Core US REIT ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 67 funds opened new iShares Core US REIT ETF positions in Q4 2022 and 32 closed out, a net change of +35 holders.
- The largest iShares Core US REIT ETF buyer in Q4 2022 was Fiducient Advisors, an estimated $31.3M added.
- The largest iShares Core US REIT ETF seller in Q4 2022 was Allstate Corporation, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2022.