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Of the 7 tracked institutions holding USRT, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +7.0pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 7 tracked institutional investors we monitor, USRT (ISHARES TR) is held with a combined value of $633.03M across 9,526,445 shares. The largest holder is PRICE T ROWE ASSOCIATES INC /MD/ with a position worth $319.10M (0.03% of their portfolio). 3 funds opened new positions in the most recent quarter. 4 funds increased their holdings.
Total Institutional Value
$633.03M
Total Shares Held
9,526,445
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $319.10M | 0.03% | New |
| 2 | BlackRock, Inc. | $306.14M | 0.00% | +0.5% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $3.07M | 0.00% | New |
| 4 | STATE STREET CORP | $2.03M | 0.00% | +50.2% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $1.03M | 0.00% | +6.2% |
| 6 | FMR LLC | $957.60K | 0.00% | +6.1% |
| 7 | Point72 Asset Management, L.P. | $713.01K | 0.00% | New |
As of the latest SEC 13F filings, PRICE T ROWE ASSOCIATES INC /MD/ is the largest institutional holder of USRT with a position worth $319.10M, representing 0.03% of their portfolio. In total, 7 institutional investors hold USRT with a combined value of $633.03M.
In the most recent quarter, 3 funds opened a new position in USRT. Additionally, 4 increased their holdings.
Institutional investors hold $633.03M worth of USRT stock across 7 positions. The largest institutional holder is PRICE T ROWE ASSOCIATES INC /MD/ with $319.10M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For USRT, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their USRT positions.
None this quarter.
Last Close
$61.52
2026-10-02
YTD
+9.6%
45% of 52-week range