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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$1.86M
MWM
77
Mosley Wealth Management
California
$1.81M +$1.81M +29,872 New
PAG
78
Private Advisor Group
New Jersey
$1.76M +$861K +14,186 +93%
PFBT
79
Parkside Financial Bank & Trust
Missouri
$1.75M +$210K +3,453 +13%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$1.65M
Principal Financial Group
81
Principal Financial Group
Iowa
$1.64M +$1.67M +27,461 New
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$1.63M -$75.7K -1,247 -4%
CAL
83
Capital Analysts LLC
Pennsylvania
$1.63M -$26.2K -432 -2%
IWM
84
IHT Wealth Management
Illinois
$1.59M +$42.3K +697 +3%
AWM
85
Avior Wealth Management
Nebraska
$1.56M -$1.4M -23,050 -47%
Goldman Sachs
86
Goldman Sachs
New York
$1.54M -$107K -1,764 -6%
MML Investors Services
87
MML Investors Services
Massachusetts
$1.53M -$545K -8,970 -26%
Cerity Partners
88
Cerity Partners
New York
$1.5M -$513K -8,450 -25%
AWA
89
Arkadios Wealth Advisors
Georgia
$1.45M +$827K +13,625 +128%
CIA
90
Capital Investment Advisors
Georgia
$1.41M -$70.5K -1,161 -5%
WIM
91
Westside Investment Management
California
$1.39M +$442K +7,285 +46%
GWS
92
Greykasell Wealth Strategies
California
$1.38M +$1.64K +27 +0.1%
FF
93
Financial Futures
New Jersey
$1.38M -$215K -3,548 -13%
MA
94
Mutual Advisors
Nebraska
$1.36M +$21K +345 +2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$1.34M +$815K +13,421 +149%
JA
96
JVL Associates
Michigan
$1.31M
SC
97
Savant Capital
Illinois
$1.3M -$251K -4,136 -16%
MWM
98
McNaughton Wealth Management
California
$1.28M -$177K -2,913 -12%
CB
99
Commerce Bank
Missouri
$1.28M -$8.26K -136 -0.6%
SFAM
100
Sawyer Falduto Asset Management
Illinois
$1.27M +$1.29M +21,208 New