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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
SA
126
Sanctuary Advisors
Indiana
$829K -$8.68K -143 -1%
JWCA
127
J.W. Cole Advisors
Florida
$824K +$5.46K +90 +0.7%
BCM
128
BTC Capital Management
Iowa
$799K -$8.32K -137 -1%
JJBC
129
James J. Burns & Company
New York
$792K +$40.3K +664 +5%
VWA
130
VERITY Wealth Advisors
United States
$791K +$4.98K +82 +0.6%
CPA
131
Capital Planning Advisors
California
$783K
BOS
132
Bank of Stockton
California
$780K -$282K -4,642 -26%
PIAS
133
PCA Investment Advisory Services
Ohio
$772K +$98K +1,613 +14%
WIC
134
Whitegate Investment Counselors
New Hampshire
$765K
IPW
135
Intergy Private Wealth
Colorado
$751K
FOR
136
Family Office Research
Maryland
$746K +$40.4K +666 +6%
CPIG
137
Chicago Partners Investment Group
Illinois
$702K +$173K +2,846 +33%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$692K -$94.7K -1,559 -12%
CCM
139
Coldstream Capital Management
Washington
$681K
DCM
140
Delta Capital Management
New Jersey
$680K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$676K -$2.19K -36 -0.3%
Cohen & Steers
142
Cohen & Steers
New York
$675K +$639K +10,525 +1,327%
FEG
143
Fund Evaluation Group
Ohio
$664K +$676K +11,127 New
WKSWA
144
White Knight Strategic Wealth Advisors
New Jersey
$658K -$3.7K -61 -0.6%
Stifel Financial
145
Stifel Financial
Missouri
$629K +$55.7K +917 +10%
WANY
146
Wealthspire Advisors (New York)
New York
$627K -$638K -10,500 -50%
SIC
147
Sigma Investment Counselors
Michigan
$622K -$80.2K -1,320 -11%
AWM
148
Apollon Wealth Management
South Carolina
$609K +$620K +10,202 New
OCM
149
One Capital Management
California
$606K -$6.62K -109 -1%
IAN
150
Integrated Advisors Network
Texas
$603K +$30.9K +508 +5%