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
AFG
51
Atomi Financial Group
New York
$8.96M +$409K +7,131 +5%
BIP
52
Blueprint Investment Partners
North Carolina
$8.72M +$798K +13,898 +10%
CM
53
Cornerstone Management
Georgia
$8.64M +$1.17M +20,449 +16%
AWM
54
Avior Wealth Management
Nebraska
$7.93M -$1.13M -19,771 -13%
EFL
55
ERn Financial LLC
Wisconsin
$7.43M -$1.84M -31,999 -20%
Creative Planning
56
Creative Planning
Kansas
$7.29M -$309K -5,383 -4%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$7.06M +$119K +2,071 +2%
AI
58
AXS Investments
New York
$6.31M +$483K +8,415 +9%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$6.1M -$122K -2,127 -2%
TFA
60
TPG Financial Advisors
Oregon
$6.09M -$26.8K -467 -0.4%
Mariner
61
Mariner
Kansas
$6.02M +$158K +2,753 +3%
CPCM
62
Cornerstone Partners Capital Management
Virginia
$5.7M
PFM
63
Peak Financial Management
Massachusetts
$5.7M +$133K +2,320 +2%
RWM
64
Rialto Wealth Management
New York
$5.22M +$321K +5,584 +7%
BFA
65
Blueprint Financial Advisors
North Carolina
$4.94M +$742K +12,927 +18%
CPA
66
Capital Performance Advisors
California
$4.83M +$785K +13,682 +20%
VWA
67
Visionary Wealth Advisors
Illinois
$4.61M +$271K +4,714 +6%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$4.36M -$40.5K -706 -0.9%
TDWM
69
Topel & Distasi Wealth Management
California
$4.36M +$166K +2,888 +4%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$4.19M +$34K +593 +0.8%
MWM
71
Modern Wealth Management
Kansas
$4.14M -$589K -10,253 -13%
PP
72
Prosperity Planning
Missouri
$4.14M +$166K +2,895 +4%
Wells Fargo
73
Wells Fargo
California
$4.01M -$606K -10,550 -13%
CA
74
CoreCap Advisors
Michigan
$3.96M +$301K +5,244 +8%
WCM
75
Windsor Capital Management
Arizona
$3.8M +$253K +4,416 +7%

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.