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iShares Select U.S. REIT ETF

358 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 122 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

3% more capital invested

Capital invested by funds: $1.22B → $1.26B (+$36.1M)

1% more funds holding

Funds holding: 356358 (+2)

0.3% more ownership

Funds ownership: 63.3%63.59% (+0.3%)

21% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 122

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
96
Reduced
122
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$135M +$1.67M +26,587 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$92.7M +$2.43M +38,826 +3%
Morgan Stanley
3
Morgan Stanley
New York
$84.7M +$57.9K +923 +0.1%
Bank of America
4
Bank of America
North Carolina
$47.9M +$354K +5,641 +0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$45.3M +$1.56M +24,900 +4%
FIA
6
Foundations Investment Advisors
Arizona
$43.4M +$4.66M +74,418 +12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$42.1M +$47.4K +757 +0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.4M +$2.46M +39,317 +8%
M&T Bank
9
M&T Bank
New York
$28.8M -$409K -6,532 -1%
NPT
10
National Philanthropic Trust
Pennsylvania
$27.9M +$1.34M +21,452 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.6M +$8.36M +133,317 +43%
LPL Financial
12
LPL Financial
California
$27.5M -$11.5K -183 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.7M +$4.92M +78,486 +27%
KAS
14
Kestra Advisory Services
Texas
$22.2M +$1.51M +24,066 +7%
ANTB
15
AMG National Trust Bank
Colorado
$20.7M +$288K +4,597 +1%
KeyBank National Association
16
KeyBank National Association
Ohio
$19.7M -$184K -2,937 -0.9%
CWM
17
Connecticut Wealth Management
Connecticut
$19.1M -$5.44M -86,847 -22%
HNB
18
Huntington National Bank
Ohio
$19M +$251K +4,000 New
Creative Planning
19
Creative Planning
Kansas
$18.1M -$387K -6,172 -2%
LIA
20
LBMC Investment Advisors
Tennessee
$14.8M -$910K -14,524 -6%
Wells Fargo
21
Wells Fargo
California
$14.8M -$115K -1,834 -0.8%
IA
22
IFG Advisors
Missouri
$14.5M -$68.5K -1,093 -0.5%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$14.3M +$2.11M +33,606 +17%
Two Sigma Investments
24
Two Sigma Investments
New York
$14.3M -$50.1K -800 -0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$14.1M +$763K +12,167 +6%