USRT icon

iShares Core US REIT ETF

377 hedge funds and large institutions have $2.23B invested in iShares Core US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 172 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.64% more ownership

Funds ownership: 65.15%67.79% (+2.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.82M
Net Calls
Net Calls Change

Top Buyers

1 +$66.7M
2 +$65.8M
3 +$36.2M
4
BlackRock
BlackRock
New York
+$14.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.56M

Top Sellers

1 -$51M
2 -$8.72M
3 -$7.79M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.84M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
226
Quad-Cities Investment Group
Iowa
$435K
PWP
227
Parkwoods Wealth Partners
New York
$424K
PA
228
Parallel Advisors
California
$418K
RF
229
RHS Financial
California
$415K
Betterment LLC
230
Betterment LLC
New York
$404K
ULWM
231
Upper Left Wealth Management
Florida
$401K
MCM
232
MidAtlantic Capital Management
Virginia
$395K
LWMNY
233
Landmark Wealth Management (New York)
New York
$393K
SFC
234
Summit Financial Consulting
Michigan
$391K
SWM
235
Seaside Wealth Management
California
$384K
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$382K
AFG
237
Arkansas Financial Group
Arkansas
$379K
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$376K
WA
239
Wealth Alliance
New York
$356K
SCA
240
Snowden Capital Advisors
New York
$355K
PCIA
241
Prime Capital Investment Advisors
Kansas
$346K
VWA
242
VERITY Wealth Advisors
United States
$342K
Northern Trust
243
Northern Trust
Illinois
$341K
KFC
244
Klingenstein Fields & Co
New York
$334K
RW
245
RVW Wealth
California
$326K
RFN
246
RDA Financial Network
Iowa
$325K
FWM
247
Fingerlakes Wealth Management
New York
$325K
FAM
248
Forte Asset Management
New York
$324K
T
249
Tidemark
California
$322K
CIA
250
Concurrent Investment Advisors
Florida
$319K