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iShares Select U.S. REIT ETF

338 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.68% less ownership

Funds ownership: 61.88%61.2% (-0.68%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$9.89M)

1% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 104

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 348338 (-10)

Holders
338
Holders Change
-10
Holders Change %
-2.87%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
103
Reduced
104
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.25M -$277K -4,526 -5%
MFG
52
Merit Financial Group
Georgia
$4.61M -$1.78M -29,058 -28%
MWM
53
Modern Wealth Management
Kansas
$4.34M +$4.77K +78 +0.1%
CWG
54
Cornerstone Wealth Group
North Carolina
$4.02M -$519K -8,487 -12%
EH
55
Equitable Holdings
New York
$3.99M +$276K +4,516 +7%
NRI
56
NFP Retirement Inc
California
$3.83M +$474K +7,758 +14%
ATWA
57
Arbor Trust Wealth Advisors
Michigan
$3.81M +$114K +1,866 +3%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.81M -$103K -1,684 -3%
PSCM
59
Per Stirling Capital Management
Texas
$3.72M +$30.9K +505 +0.8%
FT
60
Fiduciary Trust
Massachusetts
$3.69M -$235K -3,839 -6%
SWA
61
SOA Wealth Advisors
New York
$3.39M +$7.88K +129 +0.2%
BAM
62
Belpointe Asset Management
Nevada
$3.28M +$201K +3,297 +7%
AWM
63
Avior Wealth Management
Nebraska
$3.03M -$89.9K -1,471 -3%
DADC
64
D.A. Davidson & Co
Montana
$2.9M -$44.1K -722 -2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$2.63M +$3.18K +52 +0.1%
CAAM
66
Cornerstone Advisors Asset Management
Pennsylvania
$2.57M +$2.14K +35 +0.1%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.48M +$13.7K +224 +0.6%
Comerica Bank
68
Comerica Bank
Texas
$2.38M -$489 -8 -0%
FNC
69
First National Corp
Massachusetts
$2.37M +$226K +3,699 +11%
CCWM
70
Cassaday & Co Wealth Management
Virginia
$2.36M
HIA
71
Harbor Investment Advisory
Maryland
$2.25M +$2.32K +38 +0.1%
PS
72
Principal Securities
Iowa
$2.19M +$186K +3,043 +9%
MML Investors Services
73
MML Investors Services
Massachusetts
$2.13M +$139K +2,281 +7%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$2.08M -$368K -6,024 -15%
FRA
75
Frank Rimerman Advisors
California
$2.08M

ICF Hedge Fund Activity: Q3 2025 in Review

338 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2025, worth a combined $1.2B — down 0.82% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ICF and 22 opened new positions — a net loss of 1 holder — while 104 trimmed existing stakes and 103 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.45M. The largest seller was JP Morgan Chase, cutting an estimated $7.93M.

  • 338 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2025, down from 348 in Q2 2025.
  • Funds reported $1.2B of iShares Select U.S. REIT ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q3 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.45M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2025 was JP Morgan Chase, an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2025.