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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
IFS
51
Ifrah Financial Services
Arkansas
$5.32M
GC
52
Garde Capital
Washington
$5.26M
TFF
53
The Family Firm
Maryland
$4.86M
CWG
54
Cornerstone Wealth Group
North Carolina
$4.51M
MWM
55
Modern Wealth Management
Kansas
$4.3M
FT
56
Fiduciary Trust
Massachusetts
$3.9M
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$3.88M
EH
58
Equitable Holdings
New York
$3.69M
ATWA
59
Arbor Trust Wealth Advisors
Michigan
$3.67M
PSCM
60
Per Stirling Capital Management
Texas
$3.66M
SWA
61
SOA Wealth Advisors
New York
$3.36M
NRI
62
NFP Retirement Inc
California
$3.33M
AWM
63
Avior Wealth Management
Nebraska
$3.1M
BAM
64
Belpointe Asset Management
Nevada
$3.05M
DADC
65
D.A. Davidson & Co
Montana
$2.92M
AWS
66
Atria Wealth Solutions
New York
$2.82M
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$2.61M
CAAM
68
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$2.48M
MAWCM
70
Mine & Arao Wealth Creation & Management
California
$2.44M
Comerica Bank
71
Comerica Bank
Texas
$2.36M
CCWM
72
Cassaday & Co Wealth Management
Virginia
$2.34M
HIA
73
Harbor Investment Advisory
Maryland
$2.23M
Citadel Advisors
74
Citadel Advisors
Florida
$2.19M
EFG
75
Elios Financial Group
Ohio
$2.13M