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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
DWM
151
Diversify Wealth Management
Utah
$538K
Vanguard Group
152
Vanguard Group
Pennsylvania
$537K
JIR
153
James Investment Research
Ohio
$537K
ACA
154
Affinity Capital Advisors
California
$531K
FW
155
Fairway Wealth
Ohio
$522K
SIC
156
SJS Investment Consulting
Ohio
$516K
CAAS
157
Capital Asset Advisory Services
Michigan
$514K
AWM
158
Axxcess Wealth Management
California
$509K
WPC
159
Waters Parkerson & Co
Louisiana
$505K
BCWM
160
Bartlett & Co Wealth Management
Ohio
$498K
RFG
161
Range Financial Group
Oregon
$498K
SWP
162
Stratos Wealth Partners
Ohio
$496K
PG
163
Prostatis Group
Maryland
$490K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$475K
FTS
165
Fifth Third Securities
Ohio
$472K
ONB
166
Old National Bancorp
Indiana
$468K
GT
167
Glenmede Trust
Pennsylvania
$459K
ACA
168
Adirondack Capital Advisors
New York
$452K
ACA
169
Aptus Capital Advisors
Alabama
$445K
Charles Schwab
170
Charles Schwab
California
$444K
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$440K
SIS
172
Sound Income Strategies
Florida
$439K
OWA
173
Oak Wealth Advisors
Illinois
$431K
SC
174
Sapient Capital
Indiana
$428K
TWM
175
Tolleson Wealth Management
Texas
$419K