USRT icon

iShares Core US REIT ETF
USRT

Overview Fund Activity

370 hedge funds and large institutions have $1.9B invested in iShares Core US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
49
Increased
130
Reduced
123
Closed
38
Calls
$6K
Puts
$6K
Net Calls
–
Net Calls Change
-$619K

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$50M
2
AWM
Apollon Wealth Management
South Carolina
+$26.3M
3
PLFA
Pacific Life Fund Advisors
California
+$19M
4
MLFP
MPS Loria Financial Planners
Illinois
+$14.3M
5
KIM
Kestra Investment Management
Texas
+$13M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$32M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$20.7M
3
LPL Financial
LPL Financial
California
-$13.6M
4
TCOT
Trust Company of Tennessee
Tennessee
-$9.87M
5
MWM
MBE Wealth Management
Wisconsin
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$2.08M – – –
CMMS
102
Comprehensive Money Management Services
Florida
$2.07M +$22.9K +397 +1%
PPW
103
Presilium Private Wealth
Pennsylvania
$2M -$1.65M -28,683 -45%
PRTG
104
Post Resch Tallon Group
New York
$1.99M +$205K +3,596 +11%
EH
105
Equitable Holdings
New York
$1.91M -$129K -2,242 -6%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$1.9M -$77.9K -1,353 -4%
KFGG
107
Keystone Financial Group (Georgia)
Georgia
$1.88M +$197K +3,498 +12%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$1.84M +$283K +4,916 +18%
AC
109
AWM Capital
Arizona
$1.81M -$23.2K -403 -1%
CWM
110
CarsonAllaria Wealth Management
Illinois
$1.8M -$91.2K -1,583 -5%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.76M -$492K -8,543 -22%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$1.74M – – –
SCP
113
Stamos Capital Partners
California
$1.73M -$293K -5,081 -14%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$1.66M +$7.37K +128 +0.4%
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
$1.64M +$1.64M +28,468 New
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$1.62M +$109K +1,889 +7%
SC
117
Savant Capital
Illinois
$1.61M -$20.2K -351 -1%
SG
118
Sharper & Granite
California
$1.58M +$35.2K +611 +2%
AWM
119
AE Wealth Management
Kansas
$1.58M +$37.2K +646 +2%
RBC
120
Roble Belko & Company
Pennsylvania
$1.57M -$59.2K -1,028 -4%
MFA
121
Millington Financial Advisors
Illinois
$1.52M +$227K +4,293 +18%
BCI
122
Brinker Capital Investments
Pennsylvania
$1.37M -$24.3K -421 -2%
OPS
123
Orion Portfolio Solutions
Nebraska
$1.37M -$24.3K -421 -2%
EWA
124
Exencial Wealth Advisors
Oklahoma
$1.36M +$21.5K +373 +2%
HCM
125
Hollencrest Capital Management
California
$1.35M +$1.35M +23,400 New
3 4
5
6 7