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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
FFA
151
Farther Finance Advisors
California
$938K +$81.2K +1,414 +10%
P
152
&Partners
Tennessee
$931K -$335K -5,829 -27%
IPW
153
Intergy Private Wealth
Colorado
$894K +$14.7K +256 +2%
RFG
154
Range Financial Group
Oregon
$894K +$9.87K +172 +1%
MFT
155
Moisand Fitzgerald Tamayo
Florida
$883K -$12.3K -215 -1%
TRCT
156
Tower Research Capital (TRC)
New York
$881K +$844K +14,702 +4,901%
1IA
157
1834 Investment Advisors
Wisconsin
$874K
EIP
158
Ellis Investment Partners
Pennsylvania
$854K +$114K +1,979 +16%
AWM
159
AE Wealth Management
Kansas
$852K -$279K -4,864 -25%
HSG
160
Helen Stephens Group
Texas
$837K -$33.1K -577 -4%
HHGA
161
Halbert Hargrove Global Advisors
California
$831K -$30.3K -528 -4%
RSA
162
River Street Advisors
Illinois
$812K -$4.13K -72 -0.5%
GSIS
163
Global Strategic Investment Solutions
Arizona
$805K +$918 +16 +0.1%
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$800K +$33.1K +576 +4%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$799K -$353K -6,153 -31%
EGM
166
Engineers Gate Manager
New York
$781K +$221K +3,854 +41%
Stifel Financial
167
Stifel Financial
Missouri
$772K +$82.7K +1,441 +12%
Truist Financial
168
Truist Financial
North Carolina
$767K -$4.42K -77 -0.6%
MAM
169
MMA Asset Management
Pennsylvania
$765K +$193K +3,369 +35%
AAM
170
Aureus Asset Management
Massachusetts
$761K +$1.89K +33 +0.3%
IIA
171
IPG Investment Advisors
California
$744K +$50.6K +881 +7%
Brown Advisory
172
Brown Advisory
Maryland
$726K
W
173
WealthCollab
Washington
$685K
Comerica Bank
174
Comerica Bank
Texas
$676K +$115 +2 +0%
SS
175
Sunbelt Securities
Texas
$674K -$134K -2,340 -17%

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.