iShares Core US REIT ETF
USRT
366 hedge funds and large institutions have $1.88B invested in iShares Core US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 40 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 126
2% less capital invested
Capital invested by funds: $1.91B → $1.88B (-$32.7M)
5% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 40
2% less funds holding
Funds holding: 375 → 366 (-9)
2.97% less ownership
Funds ownership: 66.8% → 63.83% (-3%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
+$31.8M |
| 2 |
Cerity Partners
New York
|
+$28.4M |
| 3 |
BlackRock
New York
|
+$15M |
| 4 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$13.9M |
| 5 |
Morgan Stanley
New York
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$25.7M |
| 2 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$17.8M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$10.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.51M |
USRT Hedge Fund Activity: Q2 2025 in Review
366 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q2 2025, worth a combined $1.88B — down 1.7% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of USRT and 38 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 138 added.
The largest buyer was Disciplina Capital Management, adding an estimated $31.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.
- 366 institutional investors held iShares Core US REIT ETF (USRT) as of Q2 2025, down from 375 in Q1 2025.
- Funds reported $1.88B of iShares Core US REIT ETF stock for Q2 2025, down 1.7% quarter-over-quarter.
- 38 funds opened new iShares Core US REIT ETF positions in Q2 2025 and 40 closed out, a net change of -2 holders.
- The largest iShares Core US REIT ETF buyer in Q2 2025 was Disciplina Capital Management, an estimated $31.8M added.
- The largest iShares Core US REIT ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $25.7M sold.
Based on aggregated 13F filings for Q2 2025.