We are live on ! Find out more
USRT icon

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
RIA
351
Realta Investment Advisors
Delaware
$1.64K +$1.61K +28 New
SIS
352
Sound Income Strategies
Florida
$1.21K
Simplex Trading
353
Simplex Trading
Illinois
$1K
MCM
354
MV Capital Management
Maryland
$470
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
$411
LWMI
356
Legacy Wealth Management (Idaho)
Idaho
$406
KFI
357
Key Financial Inc
Pennsylvania
$118
HFS
358
Hughes Financial Services
Virginia
$117
PAG
359
Paladin Advisory Group
Iowa
$117
HNB
360
Huntington National Bank
Ohio
$59
ACM
361
AlphaStar Capital Management
North Carolina
-$5.06M -89,420 Closed
Toronto Dominion Bank
362
Toronto Dominion Bank
Ontario, Canada
-$2.83M -50,000 Closed
CAM
363
Congress Asset Management
Massachusetts
-$2.74M -48,525 Closed
FIM
364
Freedom Investment Management
Connecticut
-$1.15M -20,333 Closed
SAW
365
Signal Advisors Wealth
Michigan
-$943K -16,676 Closed
QC
366
Quadrature Capital
United Kingdom
-$497K -8,791 Closed
Fisher Asset Management
367
Fisher Asset Management
Washington
-$363K -6,414 Closed
AC
368
Allstate Corporation
Illinois
-$248K -4,392 Closed
D.E. Shaw & Co
369
D.E. Shaw & Co
New York
-$214K -3,792 Closed
CFFP
370
Center for Financial Planning
Michigan
-$68.7K -1,214 Closed
CIA
371
Cape Investment Advisory
Georgia
-$63.1K -1,116 Closed
AIA
372
Armor Investment Advisors
North Carolina
-$35.1K -620 Closed
BCMLT
373
Beacon Capital Management LLC (Tennessee)
Tennessee
-$32.4K -573 Closed
OWA
374
Opal Wealth Advisors
New York
-$27.7K -490 Closed
AP
375
Atwood & Palmer
Missouri
-$17.1K -303 Closed

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.