USRT icon

iShares Core US REIT ETF

361 hedge funds and large institutions have $1.87B invested in iShares Core US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$32.1M
2 +$28.6M
3 +$15.1M
4
KIM
Kestra Investment Management
Texas
+$14.2M
5
Morgan Stanley
Morgan Stanley
New York
+$6.57M

Top Sellers

1 -$26M
2 -$17.8M
3 -$10.3M
4
Bank of America
Bank of America
North Carolina
-$8.48M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
376
Marshall Financial Group (Pennsylvania)
Pennsylvania
OWA
377
ORBA Wealth Advisors
Illinois
HCP
378
Hexagon Capital Partners
Arkansas
FWP
379
Forefront Wealth Partners
Texas
BPA
380
Beacon Pointe Advisors
California
LCG
381
Lakeshore Capital Group
Illinois
RFA
382
RTD Financial Advisors
Pennsylvania
Members Trust
383
Members Trust
Florida
CWC
384
Carolinas Wealth Consulting
North Carolina
BCWM
385
Bartlett & Co Wealth Management
Ohio
RIL
386
Rothschild Investment LLC
Illinois
SIM
387
Synergy Investment Management
Florida
GJIA
388
Glass Jacobson Investment Advisors
Maryland
CA
389
Continuum Advisory
Idaho
FPB
390
First PREMIER Bank
South Dakota
GKIM
391
GW&K Investment Management
Massachusetts
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
ME
393
McIlrath & Eck
Washington
CFB
394
Cullen/Frost Bankers
Texas
AFG
395
Albion Financial Group
Utah
SFG
396
Stonebridge Financial Group
Pennsylvania
WT
397
Washington Trust
Rhode Island
BF
398
BOK Financial
Oklahoma
FW
399
Fairway Wealth
Ohio
KWM
400
Kiker Wealth Management
Georgia