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iShares Core US REIT ETF
USRT

Overview Fund Activity

370 hedge funds and large institutions have $1.9B invested in iShares Core US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
49
Increased
130
Reduced
123
Closed
38
Calls
$6K
Puts
$6K
Net Calls
–
Net Calls Change
-$619K

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$50M
2
AWM
Apollon Wealth Management
South Carolina
+$26.3M
3
PLFA
Pacific Life Fund Advisors
California
+$19M
4
MLFP
MPS Loria Financial Planners
Illinois
+$14.3M
5
KIM
Kestra Investment Management
Texas
+$13M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$32M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$20.7M
3
LPL Financial
LPL Financial
California
-$13.6M
4
TCOT
Trust Company of Tennessee
Tennessee
-$9.87M
5
MWM
MBE Wealth Management
Wisconsin
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
326
Atwood & Palmer
Missouri
$17.5K -$1.61K -28 -8%
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$17.3K +$576 +10 +3%
CAL
328
Capital Analysts LLC
Pennsylvania
$16K – – –
FFA
329
Founders Financial Alliance
North Carolina
$15.8K +$15.8K +275 New
LB
330
Legacy Bridge
Iowa
$15.3K +$3.51K +61 +30%
S
331
SignatureFD
Georgia
$14.4K +$58 +1 +0.4%
LI
332
LRI Investments
Florida
$12.4K +$12.4K +215 New
NSIM
333
North Star Investment Management
Illinois
$12.1K +$58 +1 +0.5%
CPA
334
Cardiff Park Advisors
California
$11.8K -$2.48K -43 -17%
AA
335
Ancora Advisors
Ohio
$11.3K +$5.59K +97 +97%
T
336
Transce3nd
Texas
$11.2K – – –
FPB
337
First PREMIER Bank
South Dakota
$10K – – –
IHWM
338
Iron Horse Wealth Management
Iowa
$9.56K -$691 -12 -7%
BLC
339
Brown, Lisle/Cummings
Rhode Island
$9.5K – – –
AF
340
Advisornet Financial
Minnesota
$9.39K +$58 +1 +0.6%
SAM
341
Smartleaf Asset Management
Massachusetts
$9.32K -$45.1K -789 -83%
GKIM
342
GW&K Investment Management
Massachusetts
$9K +$9K +162 New
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$7.09K +$7.09K +123 New
PSFG
344
Park Square Financial Group
Georgia
$5.93K -$173 -3 -3%
GSWM
345
Golden State Wealth Management
California
$5.46K – – –
ME
346
McIlrath & Eck
Washington
$5.36K – – –
GEA
347
Glen Eagle Advisors
New Jersey
$4.95K – – –
PA
348
Pineridge Advisors
Missouri
$4.38K – – –
CFB
349
Cullen/Frost Bankers
Texas
$4.32K +$4.32K +75 New
LFG
350
Larson Financial Group
Missouri
$3.64K – – –
12 13
14
15 16