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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.26M -$23.7K -391 -2%
B
102
Bailard
California
$1.26M -$10.1K -166 -0.8%
AWE
103
Avidian Wealth Enterprises
Texas
$1.26M -$13.2K -217 -1%
Citadel Advisors
104
Citadel Advisors
Florida
$1.23M +$1.25M +20,665 New
Citigroup
105
Citigroup
New York
$1.21M -$158K -2,603 -11%
William Blair & Company
106
William Blair & Company
Illinois
$1.12M +$8.56K +141 +0.8%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$143K -2,351 -11%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.07M -$31.8K -524 -3%
TTWM
109
TCV Trust & Wealth Management
Virginia
$1.05M -$51K -840 -5%
SCM
110
SCS Capital Management
Massachusetts
$1.05M +$279K +4,594 +35%
SWM
111
Spire Wealth Management
Virginia
$1.02M -$510K -8,406 -33%
DWM
112
Dakota Wealth Management
Florida
$976K +$8.62K +142 +0.9%
NA
113
NewEdge Advisors
Louisiana
$970K +$22.7K +373 +2%
SCG
114
Sonata Capital Group
Washington
$965K -$6.8K -112 -0.7%
WLIM
115
White Lighthouse Investment Management
Massachusetts
$957K -$25.8K -425 -3%
GA
116
Greenspring Advisors
Maryland
$949K +$966K +15,908 New
ATI
117
ARK & TLK Investments
Oklahoma
$946K -$8.93K -147 -0.9%
HWM
118
HB Wealth Management
Georgia
$928K
AGAM
119
Audent Global Asset Management
California
$899K -$18.9K -311 -2%
MFP
120
Meramec Financial Planners
Missouri
$897K +$873K +14,378 New
FFA
121
Farther Finance Advisors
California
$896K +$861K +14,176 +1,686%
EAM
122
Evanson Asset Management
California
$880K +$121 +2 +0%
SWA
123
Strata Wealth Advisors
Texas
$840K +$284K +4,683 +50%
MWM
124
Modera Wealth Management
New Jersey
$836K +$2.06K +34 +0.2%
HWM
125
Horizons Wealth Management
North Carolina
$833K -$27K -445 -3%