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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
ASBI
126
American State Bank (Iowa)
Iowa
$1.33M -$469K -8,163 -27%
SFG
127
Shum Financial Group
California
$1.31M +$1.28M +22,283 New
HCM
128
Hollencrest Capital Management
California
$1.26M -$139K -2,424 -10%
GIA
129
Gladstone Institutional Advisory
Florida
$1.25M +$95.9K +1,671 +9%
TWP
130
Tyche Wealth Partners
Texas
$1.24M +$281K +4,896 +30%
AF
131
Allworth Financial
California
$1.23M -$122K -2,118 -9%
NPT
132
National Philanthropic Trust
Pennsylvania
$1.19M -$139K -2,424 -11%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$1.17M
DC
134
Destiny Capital
Colorado
$1.17M +$241K +4,197 +27%
HAS
135
HBW Advisory Services
California
$1.17M +$39.7K +692 +4%
PWA
136
Peterson Wealth Advisors
Utah
$1.17M -$26.5K -461 -2%
MWA
137
MFA Wealth Advisors
Pennsylvania
$1.15M +$14.1K +245 +1%
SAM
138
Securian Asset Management
Minnesota
$1.14M
VA
139
VestGen Advisors
Illinois
$1.07M +$359K +6,252 +52%
CWA
140
Cascade Wealth Advisors
Washington
$1.06M +$454K +7,911 +77%
IJWM
141
Inman Jager Wealth Management
Mississippi
$1.06M +$14.5K +252 +1%
WMWM
142
Wilkins Miller Wealth Management
Alabama
$1.05M -$66.5K -1,158 -6%
WKWM
143
Walter & Keenan Wealth Management
Indiana
$1.05M -$10.8K -188 -1%
SFP
144
Strategic Financial Planning
Texas
$1.04M -$230 -4 -0%
CBA
145
Coastal Bridge Advisors
Connecticut
$1.02M +$308K +5,369 +44%
KCAM
146
Kagan Cocozza Asset Management
New Jersey
$1.02M -$51.4K -895 -5%
Q1WB
147
Quest 10 Wealth Builders
Virginia
$1.02M -$15K -261 -1%
QCM
148
Quantinno Capital Management
New York
$976K +$516K +8,989 +118%
MGIA
149
Matthew Goff Investment Advisor
Texas
$939K -$1.09K -19 -0.1%
IIC
150
Integrated Investment Consultants
Michigan
$938K

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.