iShares Core US REIT ETF
USRT
326 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 35 closing their positions.
17% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 35
12% more capital invested
Capital invested by funds: $1.2B → $1.34B (+$140M)
2% more funds holding
Funds holding: 321 → 326 (+5)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.85% less ownership
Funds ownership: 66.25% → 65.4% (-0.85%)
2% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 114
47% less call options, than puts
Call options by funds: $200K | Put options by funds: $375K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$137M |
| 2 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$8.89M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.3M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.29M |
| 5 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$26.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.4M |
| 3 |
OH
Oikos Holdings
New York
|
-$13.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12.4M |
| 5 |
Cerity Partners
New York
|
-$7.51M |
USRT Hedge Fund Activity: Q2 2023 in Review
326 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2023, worth a combined $1.34B — up 12% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new USRT positions and 35 closed out — a net gain of 6 holders — while 112 added to existing stakes and 114 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $137M. The largest seller was COWA LLC, cutting an estimated $26.3M.
- 326 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2023, up from 321 in Q1 2023.
- Funds reported $1.34B of iShares Core US REIT ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 41 funds opened new iShares Core US REIT ETF positions in Q2 2023 and 35 closed out, a net change of +6 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2023 was Exchange Traded Concepts, an estimated $137M added.
- The largest iShares Core US REIT ETF seller in Q2 2023 was COWA LLC, an estimated $26.3M sold.
Based on aggregated 13F filings for Q2 2023.