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iShares Select U.S. REIT ETF

345 hedge funds and large institutions have $1.18B invested in iShares Select U.S. REIT ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
345
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
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$4.67M
BPA
52
Beacon Pointe Advisors
California
$4.55M
NRI
53
NFP Retirement Inc
California
$4.06M
MWM
54
Modern Wealth Management
Kansas
$4.03M
EH
55
Equitable Holdings
New York
$3.84M
ATWA
56
Arbor Trust Wealth Advisors
Michigan
$3.7M
PSCM
57
Per Stirling Capital Management
Texas
$3.65M
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.62M
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3.48M
FT
60
Fiduciary Trust
Massachusetts
$3.48M
SWA
61
SOA Wealth Advisors
New York
$3.42M
BAM
62
Belpointe Asset Management
Nevada
$3.21M
CAAM
63
Cornerstone Advisors Asset Management
Pennsylvania
$3.13M
CWG
64
Cornerstone Wealth Group
North Carolina
$3.07M
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.86M
DADC
66
D.A. Davidson & Co
Montana
$2.68M
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.4M
CCWM
68
Cassaday & Co Wealth Management
Virginia
$2.28M
HIA
69
Harbor Investment Advisory
Maryland
$2.25M
Comerica Bank
70
Comerica Bank
Texas
$2.22M
PS
71
Principal Securities
Iowa
$2.18M
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$2.07M
FRA
73
Frank Rimerman Advisors
California
$1.99M
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.86M
MWM
75
Mosley Wealth Management
California
$1.81M