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iShares Select U.S. REIT ETF

353 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

Holders
353
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
$1.26M
Citadel Advisors
102
Citadel Advisors
Florida
$1.23M
Citigroup
103
Citigroup
New York
$1.21M
William Blair & Company
104
William Blair & Company
Illinois
$1.12M
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$1.12M
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$1.07M
TTWM
107
TCV Trust & Wealth Management
Virginia
$1.05M
SCM
108
SCS Capital Management
Massachusetts
$1.05M
SWM
109
Spire Wealth Management
Virginia
$1.02M
DWM
110
Dakota Wealth Management
Florida
$976K
NA
111
NewEdge Advisors
Louisiana
$970K
SCG
112
Sonata Capital Group
Washington
$965K
WLIM
113
White Lighthouse Investment Management
Massachusetts
$957K
GA
114
Greenspring Advisors
Maryland
$949K
ATI
115
ARK & TLK Investments
Oklahoma
$946K
HWM
116
HB Wealth Management
Georgia
$928K
AGAM
117
Audent Global Asset Management
California
$899K
MFP
118
Meramec Financial Planners
Missouri
$897K
FFA
119
Farther Finance Advisors
California
$896K
EAM
120
Evanson Asset Management
California
$880K
SWA
121
Strata Wealth Advisors
Texas
$840K
MWM
122
Modera Wealth Management
New Jersey
$836K
CAL
123
Capital Analysts LLC
Pennsylvania
$834K
HWM
124
Horizons Wealth Management
North Carolina
$833K
SA
125
Sanctuary Advisors
Indiana
$829K