iShares Core US REIT ETF
USRT
323 hedge funds and large institutions have $1.21B invested in iShares Core US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.
0% less ownership
Funds ownership: 65.4% → 65.39% (-0%)
1% less funds holding
Funds holding: 326 → 323 (-3)
3% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 110
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
10% less capital invested
Capital invested by funds: $1.34B → $1.21B (-$132M)
46% less call options, than puts
Call options by funds: $577K | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27.9M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$20M |
| 3 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
+$17.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.1M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$141M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.21M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.46M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$6.01M |
| 5 |
BlackRock
New York
|
-$5.04M |
USRT Hedge Fund Activity: Q3 2023 in Review
323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2023, worth a combined $1.21B — down 9.8% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of USRT and 37 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 107 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $27.9M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $141M sold.
- 323 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2023, down from 326 in Q2 2023.
- Funds reported $1.21B of iShares Core US REIT ETF stock for Q3 2023, down 9.8% quarter-over-quarter.
- 37 funds opened new iShares Core US REIT ETF positions in Q3 2023 and 40 closed out, a net change of -3 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $27.9M added.
- The largest iShares Core US REIT ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2023.