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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
FWM
176
Fonville Wealth Management
Virginia
$670K +$322K +5,602 +96%
JCM
177
J2 Capital Management
Michigan
$654K -$65.3K -1,138 -9%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$650K +$151K +2,637 +31%
BJL
179
Brighton Jones LLC
Washington
$649K -$2.47K -43 -0.4%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$648K +$1.67K +29 +0.3%
BWA
181
Beam Wealth Advisors
Louisiana
$634K +$5.34K +93 +0.9%
IA
182
Insight Advisors
Pennsylvania
$626K -$574 -10 -0.1%
PPW
183
Presilium Private Wealth
Pennsylvania
$624K +$69.7K +1,215 +13%
WANY
184
Wealthspire Advisors (New York)
New York
$619K
PS
185
Principal Securities
Iowa
$613K +$53.2K +926 +10%
HCA
186
Heck Capital Advisors
Wisconsin
$605K -$415K -7,238 -41%
KPWS
187
Kestra Private Wealth Services
Texas
$593K -$6.26K -109 -1%
MWM
188
MBE Wealth Management
Wisconsin
$591K -$2.41K -42 -0.4%
YIA
189
YHB Investment Advisors
Connecticut
$582K -$7.12K -124 -1%
MA
190
Mutual Advisors
Nebraska
$566K -$25.2K -439 -4%
HWM
191
HB Wealth Management
Georgia
$566K +$60.3K +1,050 +12%
WFP
192
Wrenne Financial Planning
Kentucky
$563K +$108K +1,873 +24%
CSP
193
Cary Street Partners
Virginia
$553K -$7.12K -124 -1%
CA
194
CGN Advisors
Kansas
$552K -$13.4K -233 -2%
HAG
195
HF Advisory Group
Maryland
$543K +$15.4K +268 +3%
SG
196
Sharper & Granite
California
$536K -$885K -15,421 -63%
MMA
197
Miracle Mile Advisors
California
$532K -$84.4K -1,470 -14%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$526K +$88.3K +1,538 +21%
N
199
Natixis
France
$522K
AFP
200
Alpha Financial Partners
Kentucky
$521K +$126K +2,187 +33%

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.