iShares Core US REIT ETF
USRT
321 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 104 reducing their positions, and 36 closing their positions.
77% more capital inflows, than outflows
Capital inflows: $449M | Capital outflows: $254M
18% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 104
5.76% more ownership
Funds ownership: 62.74% → 68.5% (+5.8%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2% less funds holding
Funds holding: 329 → 321 (-8)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$131M |
| 2 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$74.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$20.8M |
| 4 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$19.9M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial & Tax Architects
St Louis,
Missouri
|
-$18M |
| 2 |
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$11.5M |
| 3 |
SageView Advisory Group
Newport Beach,
California
|
-$11.1M |
| 4 |
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$9.6M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$6.75M |
USRT Hedge Fund Activity: Q2 2024 in Review
321 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2024, worth a combined $1.67B — up 14% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of USRT and 30 opened new positions — a net loss of 6 holders — while 104 trimmed existing stakes and 123 added.
The largest buyer was Charles Schwab, adding an estimated $131M. The largest seller was Financial & Tax Architects, exiting entirely with an estimated $18M sold.
- 321 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2024, down from 329 in Q1 2024.
- Funds reported $1.67B of iShares Core US REIT ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 30 funds opened new iShares Core US REIT ETF positions in Q2 2024 and 36 closed out, a net change of -6 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2024 was Charles Schwab, an estimated $131M added.
- The largest iShares Core US REIT ETF seller in Q2 2024 was Financial & Tax Architects, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2024.