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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
EF
76
Envision Financial
Wisconsin
$3.72M +$746K +12,987 +26%
WA
77
Waverly Advisors
Alabama
$3.66M +$187K +3,249 +6%
FEG
78
Fund Evaluation Group
Ohio
$3.64M -$1.11M -19,322 -24%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$3.48M +$711K +12,378 +26%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$3.42M +$2.03M +35,448 +153%
Raymond James Financial
81
Raymond James Financial
Florida
$3.27M +$54.8K +954 +2%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$3.08M -$14.8K -257 -0.5%
Goldman Sachs
83
Goldman Sachs
New York
$3.06M -$511K -8,895 -15%
MML Investors Services
84
MML Investors Services
Massachusetts
$2.93M -$2.17M -37,819 -43%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$2.82M +$531K +9,246 +24%
MFA
86
Millington Financial Advisors
Illinois
$2.82M +$168K +2,925 +6%
IWN
87
Independent Wealth Network
Iowa
$2.81M +$209K +3,645 +8%
CFD
88
Creative Financial Designs
Indiana
$2.75M +$143K +2,483 +6%
CB
89
Commerce Bank
Missouri
$2.69M +$2M +34,890 +319%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$2.68M +$622K +10,837 +31%
PCS
91
Private Client Services
Kentucky
$2.61M +$1.06M +18,453 +71%
DWM
92
Dogwood Wealth Management
Kansas
$2.51M +$101K +1,766 +4%
WCM
93
WealthTrak Capital Management
Virginia
$2.4M +$8.61K +150 +0.4%
NW
94
Naviter Wealth
Arkansas
$2.37M +$570K +9,927 +33%
EH
95
Equitable Holdings
New York
$2.35M +$132K +2,302 +6%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$2.32M +$80K +1,394 +4%
KFGG
97
Keystone Financial Group (Georgia)
Georgia
$2.27M +$56.4K +982 +3%
CMMS
98
Comprehensive Money Management Services
Florida
$2.23M +$62.7K +1,093 +3%
State Street
99
State Street
Massachusetts
$2.17M +$1.12M +19,500 +112%
PRTG
100
Post Resch Tallon Group
New York
$2.13M +$57.2K +997 +3%

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.