We are live on ! Find out more
ICF icon

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
CW
151
CreativeOne Wealth
Kansas
$582K -$51.7K -852 -8%
GT
152
Glenview Trust
Kentucky
$556K -$11.2K -184 -2%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$548K +$150K +2,476 +37%
DWM
154
Diversify Wealth Management
Utah
$538K
JIR
155
James Investment Research
Ohio
$537K
Vanguard Group
156
Vanguard Group
Pennsylvania
$537K
ACA
157
Affinity Capital Advisors
California
$531K -$1.22K -20 -0.2%
FW
158
Fairway Wealth
Ohio
$522K -$2.31K -38 -0.4%
SIC
159
SJS Investment Consulting
Ohio
$516K +$6.25K +103 +1%
CAAS
160
Capital Asset Advisory Services
Michigan
$514K +$29.5K +486 +6%
AWM
161
Axxcess Wealth Management
California
$509K +$26.7K +439 +5%
WPC
162
Waters Parkerson & Co
Louisiana
$505K -$7.59K -125 -1%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$498K +$104K +1,718 +26%
RFG
164
Range Financial Group
Oregon
$498K -$15.1K -249 -3%
SWP
165
Stratos Wealth Partners
Ohio
$496K +$23.1K +381 +5%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$492K +$501K +8,244 New
PG
167
Prostatis Group
Maryland
$490K +$40.1K +660 +9%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$475K +$479K +7,888 New
FTS
169
Fifth Third Securities
Ohio
$472K +$10.2K +168 +2%
ONB
170
Old National Bancorp
Indiana
$468K +$1.09K +18 +0.2%
GT
171
Glenmede Trust
Pennsylvania
$459K +$467K +7,691 New
ACA
172
Adirondack Capital Advisors
New York
$452K +$460K +7,576 New
ACA
173
Aptus Capital Advisors
Alabama
$445K -$9.6K -158 -2%
Charles Schwab
174
Charles Schwab
California
$444K +$452K +7,449 New
MWA
175
Medallion Wealth Advisors
Connecticut
$443K +$52.1K +858 +13%