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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
JWCA
126
J.W. Cole Advisors
Florida
$841K
BCM
127
BTC Capital Management
Iowa
$827K
WIC
128
Whitegate Investment Counselors
New Hampshire
$820K
VWA
129
VERITY Wealth Advisors
United States
$803K
CPA
130
Capital Planning Advisors
California
$803K
SCM
131
SCS Capital Management
Massachusetts
$792K
WKSWA
132
White Knight Strategic Wealth Advisors
New Jersey
$789K
IPW
133
Intergy Private Wealth
Colorado
$770K
JJBC
134
James J. Burns & Company
New York
$741K
CCM
135
Coldstream Capital Management
Washington
$698K
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$698K
DCM
137
Delta Capital Management
New Jersey
$697K
SA
138
Sanctuary Advisors
Indiana
$657K
Stifel Financial
139
Stifel Financial
Missouri
$654K
AWA
140
Arkadios Wealth Advisors
Georgia
$653K
OCM
141
One Capital Management
California
$625K
PIAS
142
PCA Investment Advisory Services
Ohio
$618K
SWA
143
Strata Wealth Advisors
Texas
$614K
CW
144
CreativeOne Wealth
Kansas
$590K
GT
145
Glenview Trust
Kentucky
$581K
CWM
146
Congress Wealth Management
Massachusetts
$580K
IAN
147
Integrated Advisors Network
Texas
$576K
AWM
148
Accel Wealth Management
Iowa
$575K
JIR
149
James Investment Research
Ohio
$550K
TWM
150
Tolleson Wealth Management
Texas
$550K