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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
GC
201
Garde Capital
Washington
$515K +$16.7K +291 +3%
GEA
202
Glen Eagle Advisors
New Jersey
$508K +$491K +8,558 +9,951%
PWP
203
PrairieView Wealth Partners
Illinois
$507K -$2.53K -44 -0.5%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$501K -$1.44M -25,071 -75%
MW
205
MBL Wealth
North Carolina
$489K
CCM
206
Coldstream Capital Management
Washington
$487K
Betterment LLC
207
Betterment LLC
New York
$484K -$130K -2,270 -22%
IC
208
IEQ Capital
California
$479K +$468K +8,151 New
Millennium Management
209
Millennium Management
New York
$479K -$2.45M -42,637 -84%
TC
210
TownSquare Capital
Utah
$464K -$30.5K -531 -6%
FWP
211
Forefront Wealth Partners
Texas
$458K +$448K +7,805 New
MUAMU
212
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$440K +$103K +1,800 +32%
QCIG
213
Quad-Cities Investment Group
Iowa
$439K -$24K -418 -5%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$434K +$40.1K +699 +10%
PA
215
Parallel Advisors
California
$430K -$38.2K -666 -8%
FFP
216
FourThought Financial Partners
Florida
$420K -$12.6K -219 -3%
RI
217
Ridgewood Investments
New Jersey
$419K +$54.3K +946 +15%
LWMNY
218
Landmark Wealth Management (New York)
New York
$412K +$14.2K +247 +4%
MCM
219
MidAtlantic Capital Management
Virginia
$407K
AFG
220
Arkansas Financial Group
Arkansas
$403K +$1.21K +21 +0.3%
FMWA
221
Forvis Mazars Wealth Advisors
Missouri
$399K -$15.7K -273 -4%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$397K +$20.1K +350 +5%
SWM
223
Seaside Wealth Management
California
$396K
NRI
224
NFP Retirement Inc
California
$395K +$142K +2,472 +58%
RFN
225
RDA Financial Network
Iowa
$393K -$55.7K -970 -13%

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.