ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

341 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 20 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
102
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$6.36M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$137M
3
FIA
3
Foundations Investment Advisors
Arizona
$32.9M
4
MWM
4
Modern Wealth Management
Kansas
$4.3M
5
BlackRock
5
BlackRock
New York
$10.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$74.3M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$312K
3
Bank of America
3
Bank of America
North Carolina
$48.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12M
5
AIP
5
Alexis Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$1.33M 21,712 +521 +2%
B
102
Bailard
California
$1.32M 21,515 -678 -3%
WANY
103
Wealthspire Advisors (New York)
New York
$1.28M 21,008 +8 +0%
BOS
104
Bank of Stockton
California
$1.25M 20,361 -4,522 -18%
WLIM
105
White Lighthouse Investment Management
Massachusetts
$1.21M 19,794 +55 +0.3%
VFA
106
Valeo Financial Advisors
Indiana
$1.18M 19,371 -5,656 -23%
TTWM
107
TCV Trust & Wealth Management
Virginia
$1.18M 19,329 -45 -0.2%
William Blair & Company
108
William Blair & Company
Illinois
$1.14M 18,645 +16,629 +825%
ATI
109
ARK & TLK Investments
Oklahoma
$1.07M 17,540 – –
SCG
110
Sonata Capital Group
Washington
$1.06M 17,245 +84 +0.5%
MYIA
111
Mount Yale Investment Advisors
Colorado
$1.02M 16,677 +127 +0.8%
DWM
112
Dakota Wealth Management
Florida
$995K 16,267 -586 -3%
NA
113
NewEdge Advisors
Louisiana
$992K 16,224 -174 -1%
CCA
114
Cobblestone Capital Advisors
New York
$951K 15,557 – –
FWM
115
Fortress Wealth Management
California
$951K 15,556 -32 -0.2%
WA
116
Wealthstream Advisors
New York
$950K 15,531 – –
BPA
117
Beacon Pointe Advisors
California
$948K 15,503 +1 +0%
MWM
118
Modera Wealth Management
New Jersey
$945K 15,454 -346 -2%
AGAM
119
Audent Global Asset Management
California
$936K 15,311 +139 +0.9%
PAG
120
Private Advisor Group
New Jersey
$925K 15,120 +3,006 +25%
HWM
121
Horizons Wealth Management
North Carolina
$900K 14,711 +601 +4%
EAM
122
Evanson Asset Management
California
$878K 14,354 +79 +0.6%
SIC
123
Sigma Investment Counselors
Michigan
$874K 14,293 -99 -0.7%
WIM
124
Westside Investment Management
California
$872K 14,255 +2,127 +18%
FOR
125
Family Office Research
Maryland
$853K 13,941 -58 -0.4%
3 4
5
6 7