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iShares Core US REIT ETF

359 hedge funds and large institutions have $2.07B invested in iShares Core US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 117

10% more capital invested

Capital invested by funds: $1.88B → $2.07B (+$191M)

1.39% more ownership

Funds ownership: 63.83%65.23% (+1.4%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 366359 (-7)

Holders
359
Holders Change
-7
Holders Change %
-1.91%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
25
Increased
154
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Fingerlakes Wealth Management
New York
$379K -$18.4K -320 -5%
AQR Capital Management
227
AQR Capital Management
Connecticut
$369K +$41.8K +728 +13%
PWA
228
Principia Wealth Advisory
Texas
$367K +$298K +5,188 +491%
PCIA
229
Prime Capital Investment Advisors
Kansas
$364K -$185K -3,216 -34%
PAS
230
Park Avenue Securities
New York
$364K +$84.7K +1,476 +31%
VWA
231
VERITY Wealth Advisors
United States
$352K
SFC
232
Summit Financial Consulting
Michigan
$351K +$29.2K +509 +9%
KFC
233
Klingenstein Fields & Co
New York
$345K
IEFM
234
IQ EQ Fund Management
Ireland
$340K +$333K +5,794 New
FAM
235
Forte Asset Management
New York
$340K
RW
236
RVW Wealth
California
$336K
RW
237
REDW Wealth
New Mexico
$324K +$115 +2 +0%
FFA
238
Fi3 Financial Advisors
Indiana
$310K -$43.9K -765 -13%
PAG
239
Private Advisor Group
New Jersey
$301K +$294K +5,124 New
VC
240
Veracity Capital
Georgia
$300K +$29.6K +516 +11%
NL
241
NWAM LLC
Washington
$297K -$67.1K -1,169 -19%
RWM
242
Ritholtz Wealth Management
New York
$294K -$11K -191 -4%
BA
243
Bristlecone Advisors
Washington
$294K
SWM
244
Silverlake Wealth Management
Vermont
$293K -$499K -8,696 -64%
T
245
Tidemark
California
$292K +$131K +2,274 +84%
KHC
246
Koesten Hirschmann & Crabtree
Kansas
$285K +$265K +4,615 +1,956%
FF
247
Finley Financial
Nevada
$281K
ULWM
248
Upper Left Wealth Management
Florida
$281K -$402 -7 -0.1%
MFG
249
Merit Financial Group
Georgia
$281K +$52.4K +912 +24%
VAF
250
Values Added Financial
District of Columbia
$280K

USRT Hedge Fund Activity: Q3 2025 in Review

359 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q3 2025, worth a combined $2.07B — up 10% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USRT positions and 24 closed out — a net gain of 1 holder — while 154 added to existing stakes and 117 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.9M. The largest seller was Kestra Investment Management, cutting an estimated $10.8M.

  • 359 institutional investors held iShares Core US REIT ETF (USRT) as of Q3 2025, down from 366 in Q2 2025.
  • Funds reported $2.07B of iShares Core US REIT ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 25 funds opened new iShares Core US REIT ETF positions in Q3 2025 and 24 closed out, a net change of +1 holder.
  • The largest iShares Core US REIT ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $20.9M added.
  • The largest iShares Core US REIT ETF seller in Q3 2025 was Kestra Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2025.