iShares Core US REIT ETF
USRT
320 hedge funds and large institutions have $1.21B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 29 closing their positions.
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
8% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 106
0.55% less ownership
Funds ownership: 65.43% → 64.87% (-0.55%)
2% less capital invested
Capital invested by funds: $1.24B → $1.21B (-$30.3M)
2% less funds holding
Funds holding: 325 → 320 (-5)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
73% less call options, than puts
Call options by funds: $632K | Put options by funds: $2.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$11.7M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$10.4M |
| 3 |
BlackRock
New York
|
+$8.45M |
| 4 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$7.99M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$39.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$22.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.13M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$5.04M |
USRT Hedge Fund Activity: Q1 2023 in Review
320 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2023, worth a combined $1.21B — down 2.4% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new USRT positions and 29 closed out — a net gain of 5 holders — while 114 added to existing stakes and 106 trimmed.
The largest buyer was US Bancorp, adding an estimated $11.7M. The largest seller was Bank of America, cutting an estimated $39.4M.
- 320 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2023, down from 325 in Q4 2022.
- Funds reported $1.21B of iShares Core US REIT ETF stock for Q1 2023, down 2.4% quarter-over-quarter.
- 34 funds opened new iShares Core US REIT ETF positions in Q1 2023 and 29 closed out, a net change of +5 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2023 was US Bancorp, an estimated $11.7M added.
- The largest iShares Core US REIT ETF seller in Q1 2023 was Bank of America, an estimated $39.4M sold.
Based on aggregated 13F filings for Q1 2023.