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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
OFS
251
OneAscent Financial Services
Alabama
$280K -$11.5K -200 -4%
GIA
252
Goodwin Investment Advisory
Georgia
$277K -$976 -17 -0.4%
NAS
253
NWF Advisory Services
California
$270K
UAG
254
United Advisor Group
Ohio
$267K +$4.88K +85 +2%
GKWIM
255
Gerber Kawasaki Wealth & Investment Management
California
$260K +$18.9K +329 +8%
IWC
256
Integrated Wealth Concepts
Massachusetts
$251K -$13.3K -232 -5%
BFA
257
Brown Financial Advisory
Alabama
$251K -$148K -2,580 -38%
BBA
258
Braun-Bostich & Associates
Pennsylvania
$244K -$4.25K -74 -2%
SFA
259
Sequoia Financial Advisors
Ohio
$239K +$861 +15 +0.4%
OBWG
260
Onyx Bridge Wealth Group
New York
$238K -$6.08K -106 -3%
AWA
261
Aletheian Wealth Advisors
Washington
$238K
CFA
262
Capstone Financial Advisors
Illinois
$237K +$232K +4,043 New
EP
263
EPIQ Partners
Minnesota
$235K +$517 +9 +0.2%
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$235K +$287 +5 +0.1%
AA
265
Advisory Alpha
Michigan
$235K +$631 +11 +0.3%
DWM
266
Diversify Wealth Management
Utah
$227K +$226K +3,939 New
FHA
267
Flagship Harbor Advisors
Massachusetts
$227K -$2.75K -48 -1%
HW
268
HORAN Wealth
Ohio
$226K +$221K +3,852 New
NW
269
NewEdge Wealth
Pennsylvania
$226K +$225K +3,918 New
PWP
270
Parkwoods Wealth Partners
New York
$225K +$220K +3,829 New
IAIM
271
International Assets Investment Management
Florida
$223K
SWP
272
Stratos Wealth Partners
Ohio
$219K +$214K +3,731 New
IF
273
IRON Financial
Illinois
$219K +$1.49K +26 +0.7%
WSFS
274
Wilmington Savings Fund Society
Delaware
$217K
ATPW
275
Ashton Thomas Private Wealth
Arizona
$213K +$208K +3,625 New

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.