iShares Core US REIT ETF
USRT
406 hedge funds and large institutions have $2.38B invested in iShares Core US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 188 increasing their positions, 110 reducing their positions, and 27 closing their positions.
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
71% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 110
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more capital invested
Capital invested by funds: $2.25B → $2.38B (+$137M)
3% more funds holding
Funds holding: 393 → 406 (+13)
0.67% more ownership
Funds ownership: 68.16% → 68.84% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$55.9M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$46.7M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$46.1M |
| 4 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
+$44.6M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$72.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$50.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25M |
| 4 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$18.3M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$15.2M |
USRT Hedge Fund Activity: Q1 2026 in Review
406 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares Core US REIT ETF (USRT) for Q1 2026, worth a combined $2.38B — up 6.1% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new USRT positions and 27 closed out — a net gain of 20 holders — while 188 added to existing stakes and 110 trimmed.
The largest buyer was Savant Capital, adding an estimated $55.9M. The largest seller was Morgan Stanley, cutting an estimated $72.8M.
- 406 institutional investors held iShares Core US REIT ETF (USRT) as of Q1 2026, up from 393 in Q4 2025.
- Funds reported $2.38B of iShares Core US REIT ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
- 47 funds opened new iShares Core US REIT ETF positions in Q1 2026 and 27 closed out, a net change of +20 holders.
- The largest iShares Core US REIT ETF buyer in Q1 2026 was Savant Capital, an estimated $55.9M added.
- The largest iShares Core US REIT ETF seller in Q1 2026 was Morgan Stanley, an estimated $72.8M sold.
Based on aggregated 13F filings for Q1 2026.