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iShares Select U.S. REIT ETF

345 hedge funds and large institutions have $1.18B invested in iShares Select U.S. REIT ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 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)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
345
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
JJBC
126
James J. Burns & Company
New York
$792K
VWA
127
VERITY Wealth Advisors
United States
$791K
CPA
128
Capital Planning Advisors
California
$783K
BOS
129
Bank of Stockton
California
$780K
PIAS
130
PCA Investment Advisory Services
Ohio
$772K
WIC
131
Whitegate Investment Counselors
New Hampshire
$765K
IPW
132
Intergy Private Wealth
Colorado
$751K
FOR
133
Family Office Research
Maryland
$746K
CPIG
134
Chicago Partners Investment Group
Illinois
$702K
ATPW
135
Ashton Thomas Private Wealth
Arizona
$692K
CCM
136
Coldstream Capital Management
Washington
$681K
DCM
137
Delta Capital Management
New Jersey
$680K
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$676K
Cohen & Steers
139
Cohen & Steers
New York
$675K
FEG
140
Fund Evaluation Group
Ohio
$664K
WKSWA
141
White Knight Strategic Wealth Advisors
New Jersey
$658K
Stifel Financial
142
Stifel Financial
Missouri
$629K
WANY
143
Wealthspire Advisors (New York)
New York
$627K
SIC
144
Sigma Investment Counselors
Michigan
$622K
AWM
145
Apollon Wealth Management
South Carolina
$609K
OCM
146
One Capital Management
California
$606K
IAN
147
Integrated Advisors Network
Texas
$603K
CW
148
CreativeOne Wealth
Kansas
$582K
GT
149
Glenview Trust
Kentucky
$556K
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$548K