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iShares Core US REIT ETF
USRT

366 hedge funds and large institutions have $1.88B invested in iShares Core US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 126

2% less capital invested

Capital invested by funds: $1.91B → $1.88B (-$32.7M)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

2% less funds holding

Funds holding: 375 → 366 (-9)

2.97% less ownership

Funds ownership: 66.8% → 63.83% (-3%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
366
Holders Change
-9
Holders Change %
-2.4%
% of All Funds
4.82%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
38
Increased
138
Reduced
126
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DCM
Disciplina Capital Management
Tennessee
+$31.8M
2
Cerity Partners
Cerity Partners
New York
+$28.4M
3
BlackRock
BlackRock
New York
+$15M
4
KIM
Kestra Investment Management
Texas
+$13.9M
5
Morgan Stanley
Morgan Stanley
New York
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.7M
2
FTA
Financial & Tax Architects
Missouri
-$17.8M
3
BIP
Blueprint Investment Partners
North Carolina
-$10.2M
4
Bank of America
Bank of America
North Carolina
-$8.41M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$3.45M +$1.01M +18,101 +42%
WCM
77
Windsor Capital Management
Arizona
$3.41M +$111K +1,982 +3%
WA
78
Waverly Advisors
Alabama
$3.34M -$107K -1,917 -3%
Raymond James Financial
79
Raymond James Financial
Florida
$3.09M -$721K -12,865 -19%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$2.98M +$35.3K +629 +1%
Millennium Management
81
Millennium Management
New York
$2.87M +$2.85M +50,787 New
EF
82
Envision Financial
Wisconsin
$2.85M +$58.7K +1,047 +2%
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$2.83M +$2.8M +50,000 New
SCP
84
Stamos Capital Partners
California
$2.78M +$1.07M +19,171 +64%
CAM
85
Congress Asset Management
Massachusetts
$2.74M -$245K -4,373 -8%
SLI
86
Sumitomo Life Insurance
Japan
$2.71M -$1.47M -26,300 -35%
MFA
87
Millington Financial Advisors
Illinois
$2.69M +$994K +17,737 +62%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$2.67M +$410K +7,311 +18%
CFD
89
Creative Financial Designs
Indiana
$2.51M +$175K +3,114 +8%
IWN
90
Independent Wealth Network
Iowa
$2.5M +$45.9K +818 +2%
BMD
91
Better Money Decisions
New Mexico
$2.45M +$97.8K +1,745 +4%
VT
92
Vise Technologies
New York
$2.44M +$2.42M +43,172 New
SA
93
Sanctuary Advisors
Indiana
$2.35M +$30.4K +542 +1%
DWM
94
Dogwood Wealth Management
Kansas
$2.32M -$181K -3,223 -7%
WCM
95
WealthTrak Capital Management
Virginia
$2.3M +$5.66K +101 +0.2%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$2.2M -$3.3M -58,936 -60%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.15M +$339K +6,056 +19%
KFGG
98
Keystone Financial Group (Georgia)
Georgia
$2.15M +$245K +4,374 +13%
EH
99
Equitable Holdings
New York
$2.14M +$262K +4,672 +14%
CMMS
100
Comprehensive Money Management Services
Florida
$2.08M +$48.5K +866 +2%
2 3
4
5 6

USRT Hedge Fund Activity: Q2 2025 in Review

366 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2025, worth a combined $1.88B — down 1.7% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of USRT and 38 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 138 added.

The largest buyer was Disciplina Capital Management, adding an estimated $31.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 366 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2025, down from 375 in Q1 2025.
  • Funds reported $1.88B of iShares Core US REIT ETF stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 38 funds opened new iShares Core US REIT ETF positions in Q2 2025 and 40 closed out, a net change of -2 holders.
  • The largest iShares Core US REIT ETF buyer in Q2 2025 was Disciplina Capital Management, an estimated $31.8M added.
  • The largest iShares Core US REIT ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2025.