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iShares Select U.S. REIT ETF

356 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

5% more funds holding

Funds holding: 338356 (+18)

2.1% more ownership

Funds ownership: 61.2%63.3% (+2.1%)

2% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$27.9M)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
112
Reduced
111
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
226
Gradient Capital Advisors
California
$246K
MT
227
Midwest Trust
Kansas
$244K +$8.38K +138 +3%
CL
228
Choreo LLC
Illinois
$240K +$304 +5 +0.1%
CB
229
Cadence Bank
Mississippi
$239K
RSWM
230
Robertson Stephens Wealth Management
California
$234K -$61 -1 -0%
SPIA
231
Steward Partners Investment Advisory
New York
$232K +$74.5K +1,227 +46%
DPI
232
Diversified Portfolios Inc
Michigan
$231K -$36.5K -601 -13%
SCA
233
Sage Capital Advisors
South Dakota
$228K -$850 -14 -0.4%
CCMG
234
Clark Capital Management Group
Pennsylvania
$228K +$232K +3,817 New
HNWAG
235
High Net Worth Advisory Group
Florida
$227K
RZH
236
Relyea Zuckerberg Hanson
Connecticut
$227K
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$225K
DSA
238
Droms Strauss Advisors
Missouri
$222K
AMPWP
239
Alvarez & Marsal Private Wealth Partners
Florida
$221K +$225K +3,712 New
NA
240
Note Advisors
New York
$221K +$219K +3,612 New
FAG
241
Fortitude Advisory Group
Washington
$216K
PWA
242
Physician Wealth Advisors
Utah
$208K +$2.67K +44 +1%
AAP
243
Arax Advisory Partners
Colorado
$206K +$210K +3,452 New
EWM
244
Evercore Wealth Management
New York
$203K
CPA
245
Cardiff Park Advisors
California
$203K
NSIM
246
North Star Investment Management
Illinois
$203K
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$191K +$37.7K +621 +24%
GWM
248
Gilpin Wealth Management
Colorado
$187K +$191K +3,140 New
GWM
249
Geneos Wealth Management
Colorado
$169K +$607 +10 +0.4%
PWMG
250
Private Wealth Management Group
New Jersey
$166K