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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
BCI
101
Brinker Capital Investments
Pennsylvania
$2.11M +$704K +12,259 +52%
RBC
102
Roble Belko & Company
Pennsylvania
$1.95M -$631 -11 -0%
BEC
103
Blue Edge Capital
Virginia
$1.91M -$213K -3,715 -10%
SA
104
Sanctuary Advisors
Indiana
$1.88M -$550K -9,587 -23%
AF
105
Apollon Financial
South Carolina
$1.86M +$450K +7,834 +33%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$1.85M +$74.4K +1,296 +4%
SCP
107
Stamos Capital Partners
California
$1.84M -$1.02M -17,797 -36%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.8M -$201K -3,498 -10%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$1.78M -$76.2K -1,327 -4%
CWM
110
CarsonAllaria Wealth Management
Illinois
$1.73M -$17.2K -299 -1%
Jane Street
111
Jane Street
New York
$1.7M +$943K +16,431 +131%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$1.69M
KAS
113
Kestra Advisory Services
Texas
$1.67M +$1.1M +19,151 +206%
SC
114
Savant Capital
Illinois
$1.64M -$12.7K -221 -0.8%
AC
115
AWM Capital
Arizona
$1.51M +$2.47K +43 +0.2%
MGIA
116
Moneta Group Investment Advisors
Missouri
$1.5M -$535K -9,313 -27%
PFG
117
Prospect Financial Group
Virginia
$1.48M +$28.9K +504 +2%
FWP
118
Family Wealth Partners
North Carolina
$1.48M +$499K +8,690 +53%
EIG
119
Ellenbecker Investment Group
Wisconsin
$1.44M -$381K -6,638 -21%
SPWM
120
Spartan Planning & Wealth Management
North Carolina
$1.44M +$67.7K +1,179 +5%
SWM
121
SigFig Wealth Management
California
$1.38M -$42.8K -746 -3%
VT
122
Vise Technologies
New York
$1.37M -$1.14M -19,839 -46%
EWA
123
Exencial Wealth Advisors
Oklahoma
$1.36M -$21.6K -377 -2%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$1.34M
RA
125
RFG Advisory
Alabama
$1.33M +$941K +16,395 +264%

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.