iShares Core US REIT ETF
USRT
375 hedge funds and large institutions have $1.91B invested in iShares Core US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 38 closing their positions.
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more capital invested
Capital invested by funds: $1.81B → $1.91B (+$100M)
2.74% more ownership
Funds ownership: 64.06% → 66.8% (+2.7%)
1% more funds holding
Funds holding: 370 → 375 (+5)
7% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 123
0% more call options, than puts
Call options by funds: $6K | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$50.3M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$26.5M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$19.1M |
| 4 |
MLFP
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
+$14.4M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$32.1M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$20.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$13.7M |
| 4 |
TCOT
Trust Company of Tennessee
Knoxville,
Tennessee
|
-$9.93M |
| 5 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$9.17M |
USRT Hedge Fund Activity: Q1 2025 in Review
375 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2025, worth a combined $1.91B — up 5.5% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new USRT positions and 38 closed out — a net gain of 12 holders — while 132 added to existing stakes and 123 trimmed.
The largest buyer was Johns Hopkins University, opening a new position worth an estimated $50.3M. The largest seller was Bank of America, cutting an estimated $32.1M.
- 375 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2025, up from 370 in Q4 2024.
- Funds reported $1.91B of iShares Core US REIT ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
- 50 funds opened new iShares Core US REIT ETF positions in Q1 2025 and 38 closed out, a net change of +12 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2025 was Johns Hopkins University, an estimated $50.3M added.
- The largest iShares Core US REIT ETF seller in Q1 2025 was Bank of America, an estimated $32.1M sold.
Based on aggregated 13F filings for Q1 2025.