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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 %
Jane Street
376
Jane Street
New York
– -$1.48M -25,893 Closed
Bank of Nova Scotia
377
Bank of Nova Scotia
Ontario, Canada
– -$1.4M -24,445 Closed
SW
378
Simplicity Wealth
New Jersey
– -$1.11M -19,348 Closed
HF
379
HRT Financial
New York
– -$675K -11,788 Closed
CBA
380
Coastal Bridge Advisors
Connecticut
– -$610K -10,644 Closed
SF
381
Synovus Financial
Georgia
– -$316K -5,513 Closed
P
382
&Partners
Tennessee
– -$307K -5,343 Closed
KWA
383
Kingswood Wealth Advisors
California
– -$275K -4,795 Closed
PCP
384
Panoramic Capital Partners
Oregon
– -$268K -4,668 Closed
RCAG
385
Rehmann Capital Advisory Group
Michigan
– -$266K -4,648 Closed
FM
386
Foster & Motley
Ohio
– -$246K -4,285 Closed
MA
387
MAS Advisors
Florida
– -$245K -4,269 Closed
LWM
388
Laidlaw Wealth Management
New York
– -$241K -4,199 Closed
MWC
389
MKD Wealth Coaches
Michigan
– -$232K -4,056 Closed
Millennium Management
390
Millennium Management
New York
– -$228K -3,972 Closed
MOS
391
MGO One Seven
Ohio
– -$201K -3,499 Closed
BWM
392
BankPlus Wealth Management
Mississippi
– -$200K -3,491 Closed
CFGS
393
Concourse Financial Group Securities
Alabama
– -$169K -2,949 Closed
EW
394
Element Wealth
Mississippi
– -$94.4K -1,648 Closed
VWM
395
Venturi Wealth Management
Texas
– -$86.4K -1,508 Closed
CP
396
Castleview Partners
Texas
– -$54.9K -966 Closed
SAM
397
Synergy Asset Management
Washington
– -$54.4K -883 Closed
IF
398
Integrity Financial
Wyoming
– -$19.9K -347 Closed
CAL
399
Capital Advisors Ltd
Ohio
– -$16K -279 Closed
CSB
400
City State Bank
Iowa
– -$7.51K -131 Closed
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