ICF icon

iShares Select U.S. REIT ETF

346 hedge funds and large institutions have $1.18B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 29 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:

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

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
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$1.33M
B
102
Bailard
California
$1.32M
WANY
103
Wealthspire Advisors (New York)
New York
$1.28M
BOS
104
Bank of Stockton
California
$1.25M
WLIM
105
White Lighthouse Investment Management
Massachusetts
$1.21M
VFA
106
Valeo Financial Advisors
Indiana
$1.18M
TTWM
107
TCV Trust & Wealth Management
Virginia
$1.18M
William Blair & Company
108
William Blair & Company
Illinois
$1.14M
ATI
109
ARK & TLK Investments
Oklahoma
$1.07M
SCG
110
Sonata Capital Group
Washington
$1.05M
MYIA
111
Mount Yale Investment Advisors
Colorado
$1.02M
DWM
112
Dakota Wealth Management
Florida
$995K
NA
113
NewEdge Advisors
Louisiana
$992K
CCA
114
Cobblestone Capital Advisors
New York
$951K
FWM
115
Fortress Wealth Management
California
$951K
WA
116
Wealthstream Advisors
New York
$950K
BPA
117
Beacon Pointe Advisors
California
$948K
MWM
118
Modera Wealth Management
New Jersey
$945K
AGAM
119
Audent Global Asset Management
California
$936K
PAG
120
Private Advisor Group
New Jersey
$925K
HWM
121
Horizons Wealth Management
North Carolina
$900K
EAM
122
Evanson Asset Management
California
$878K
SIC
123
Sigma Investment Counselors
Michigan
$874K
WIM
124
Westside Investment Management
California
$872K
FOR
125
Family Office Research
Maryland
$853K