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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
AssetMark Inc
326
AssetMark Inc
California
$17.3K +$6.83K +119 +68%
LB
327
Legacy Bridge
Iowa
$16.4K
CAL
328
Capital Analysts LLC
Pennsylvania
$16K +$57 +1 +0.4%
S
329
SignatureFD
Georgia
$15.5K +$57 +1 +0.4%
HFS
330
Hantz Financial Services
Michigan
$14K
NSIM
331
North Star Investment Management
Illinois
$12.5K +$57 +1 +0.5%
CPA
332
Cardiff Park Advisors
California
$12K
BLC
333
Brown, Lisle/Cummings
Rhode Island
$9.69K
CIAS
334
Capital Investment Advisory Services
North Carolina
$9.28K -$3.21K -56 -26%
AA
335
Ancora Advisors
Ohio
$5.87K
NS
336
NBC Securities
Alabama
$5.87K
GSWM
337
Golden State Wealth Management
California
$5.65K +$57 +1 +1%
BIM
338
Breakwater Investment Management
Washington
$4.7K
PA
339
Pineridge Advisors
Missouri
$4.46K
BMC
340
Bear Mountain Capital
Washington
$4.43K +$4.3K +75 New
LFG
341
Larson Financial Group
Missouri
$3.85K -$5.11K -89 -57%
SL
342
Salomon & Ludwin
Virginia
$3.41K
CTA
343
Colonial Trust Advisors
South Carolina
$3.23K +$3.16K +55 New
SWP
344
Strategic Wealth Partners
Ohio
$2.88K -$3.73K -65 -57%
AF
345
Advisornet Financial
Minnesota
$2.82K -$6.66K -116 -71%
MA
346
MCF Advisors
Kentucky
$2.76K +$2.7K +47 New
SFC
347
SYM Financial Corp
Indiana
$2.64K -$5.34K -93 -67%
Russell Investments Group
348
Russell Investments Group
United Kingdom
$2.29K +$1.09K +19 +95%
GWM
349
Geneos Wealth Management
Colorado
$2.17K
CFB
350
Cullen/Frost Bankers
Texas
$1.82K +$1.78K +31 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.