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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
GRP
251
Global Retirement Partners
California
$164K -$789 -13 -0.5%
IWM
252
IMG Wealth Management
Florida
$149K
Franklin Resources
253
Franklin Resources
California
$149K
Bessemer Group
254
Bessemer Group
New Jersey
$149K -$60.7K -1,000 -29%
PA
255
Parallel Advisors
California
$134K -$20K -329 -13%
NS
256
NBC Securities
Alabama
$130K +$607 +10 +0.5%
CAL
257
Capital Advisors Ltd
Ohio
$123K
AF
258
Advisornet Financial
Minnesota
$109K -$3.04K -50 -3%
SWA
259
Strategic Wealth Advisors
Arizona
$108K +$111K +1,826 New
MFT
260
Moisand Fitzgerald Tamayo
Florida
$108K
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K
Russell Investments Group
262
Russell Investments Group
United Kingdom
$102K +$31.5K +518 +44%
EWM
263
Evermay Wealth Management
Virginia
$99.2K -$48.9K -805 -33%
OWP
264
ORG Wealth Partners
Texas
$97.6K
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.3K +$97K +1,597 New
CI
266
Cordant Inc
Oregon
$92.7K -$158K -2,610 -63%
DIP
267
DT Investment Partners
Pennsylvania
$89.5K
TC
268
Trust Company
Kansas
$87.7K +$89.3K +1,470 New
QCG
269
Quadrant Capital Group
Ohio
$84.6K +$86.1K +1,418 New
PWA
270
Provenance Wealth Advisors
Florida
$83.5K
BFO
271
Biltmore Family Office
North Carolina
$83.5K +$24.3K +400 +40%
LFG
272
Larson Financial Group
Missouri
$81.9K +$5.22K +86 +7%
CFO
273
CVA Family Office
Colorado
$80.8K +$243 +4 +0.3%
NB
274
NBT Bank
New York
$79.7K
CPG
275
Cornerstone Planning Group
New Jersey
$77K +$425 +7 +0.5%