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