iShares Core US REIT ETF
USRT
349 hedge funds and large institutions have $1.77B invested in iShares Core US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 126 reducing their positions, and 24 closing their positions.
268% more call options, than puts
Call options by funds: $92K | Put options by funds: $25K
142% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 24
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
9% more funds holding
Funds holding: 320 → 349 (+29)
6% more capital invested
Capital invested by funds: $1.67B → $1.77B (+$104M)
8% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 126
4.98% less ownership
Funds ownership: 68.5% → 63.51% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$32M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.5M |
| 3 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
+$17M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$11.5M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$137M |
| 2 |
BlackRock
New York
|
-$31.9M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$15M |
| 4 |
ACM
Agincourt Capital Management
Richmond,
Virginia
|
-$10.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.37M |
USRT Hedge Fund Activity: Q3 2024 in Review
349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2024, worth a combined $1.77B — up 6.3% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new USRT positions and 24 closed out — a net gain of 34 holders — while 116 added to existing stakes and 126 trimmed.
The largest buyer was Kestra Investment Management, opening a new position worth an estimated $32M. The largest seller was Charles Schwab, exiting entirely with an estimated $137M sold.
- 349 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2024, up from 320 in Q2 2024.
- Funds reported $1.77B of iShares Core US REIT ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
- 58 funds opened new iShares Core US REIT ETF positions in Q3 2024 and 24 closed out, a net change of +34 holders.
- The largest iShares Core US REIT ETF buyer in Q3 2024 was Kestra Investment Management, an estimated $32M added.
- The largest iShares Core US REIT ETF seller in Q3 2024 was Charles Schwab, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2024.