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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
GC
51
Garde Capital
Washington
$5.18M -$28.6K -471 -0.5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.67M -$424K -6,989 -8%
BPA
53
Beacon Pointe Advisors
California
$4.55M +$4.07M +67,077 +728%
NRI
54
NFP Retirement Inc
California
$4.06M +$363K +5,982 +10%
MWM
55
Modern Wealth Management
Kansas
$4.03M -$178K -2,925 -4%
EH
56
Equitable Holdings
New York
$3.84M -$31K -511 -0.8%
ATWA
57
Arbor Trust Wealth Advisors
Michigan
$3.7M +$4.55K +75 +0.1%
PSCM
58
Per Stirling Capital Management
Texas
$3.65M +$51.5K +848 +1%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$3.62M -$66.9K -1,101 -2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$3.48M +$950K +15,638 +37%
FT
61
Fiduciary Trust
Massachusetts
$3.48M -$101K -1,671 -3%
SWA
62
SOA Wealth Advisors
New York
$3.42M +$141K +2,322 +4%
BAM
63
Belpointe Asset Management
Nevada
$3.21M +$43.5K +717 +1%
CAAM
64
Cornerstone Advisors Asset Management
Pennsylvania
$3.13M +$661K +10,877 +26%
CWG
65
Cornerstone Wealth Group
North Carolina
$3.07M -$838K -13,806 -21%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.86M +$1.57M +25,836 +117%
DADC
67
D.A. Davidson & Co
Montana
$2.68M -$132K -2,170 -5%
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.4M +$4.01K +66 +0.2%
CCWM
69
Cassaday & Co Wealth Management
Virginia
$2.28M -$2.06K -34 -0.1%
HIA
70
Harbor Investment Advisory
Maryland
$2.25M +$74.2K +1,222 +3%
Comerica Bank
71
Comerica Bank
Texas
$2.22M -$87.5K -1,441 -4%
PS
72
Principal Securities
Iowa
$2.18M +$56.2K +926 +3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$2.07M +$17.3K +285 +0.8%
PNFS
74
PW Nova Financial Services
Pennsylvania
$2.06M +$2.09M +34,449 New
FRA
75
Frank Rimerman Advisors
California
$1.99M -$25.3K -417 -1%