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iShares Select U.S. REIT ETF

346 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.15M
2 +$5.37M
3 +$4.36M
4
MWM
Modern Wealth Management
Kansas
+$4.3M
5
BlackRock
BlackRock
New York
+$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Sage Capital Advisors
South Dakota
$234K
HNWAG
227
High Net Worth Advisory Group
Florida
$232K
RZH
228
Relyea Zuckerberg Hanson
Connecticut
$232K
AF
229
Allworth Financial
California
$232K
CPIG
230
Chicago Partners Investment Group
Illinois
$232K
GJIA
231
Glass Jacobson Investment Advisors
Maryland
$231K
DSA
232
Droms Strauss Advisors
Missouri
$228K
BCG
233
Breakwater Capital Group
New Jersey
$226K
MCM
234
MAI Capital Management
Ohio
$225K
FAG
235
Fortitude Advisory Group
Washington
$222K
Jones Financial Companies
236
Jones Financial Companies
Missouri
$221K
AAP
237
Arax Advisory Partners
Colorado
$211K
1SB
238
1ST Source Bank
Indiana
$210K
CPA
239
Cardiff Park Advisors
California
$208K
NSIM
240
North Star Investment Management
Illinois
$208K
CWM
241
Castle Wealth Management
Florida
$205K
PWA
242
Physician Wealth Advisors
Utah
$203K
OGF
243
Orin Green Financial
California
$200K
EWM
244
Evermay Wealth Management
Virginia
$176K
GWM
245
Geneos Wealth Management
Colorado
$172K
PWMG
246
Private Wealth Management Group
New Jersey
$170K
GRP
247
Global Retirement Partners
California
$169K
SPIA
248
Steward Partners Investment Advisory
New York
$158K
AAS
249
Ameritas Advisory Services
Nebraska
$154K
IWM
250
IMG Wealth Management
Florida
$153K