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iShares Select U.S. REIT ETF

346 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 26 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:

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

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

Top Buyers

1 +$6.15M
2 +$5.37M
3 +$4.36M
4
MWM
Modern Wealth Management
Kansas
+$4.3M
5
BlackRock
BlackRock
New York
+$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
P
176
Pitcairn
Pennsylvania
$422K
ATC
177
Argent Trust Co
Tennessee
$413K
BCWM
178
Bartlett & Co Wealth Management
Ohio
$412K
NB
179
Nicolet Bankshares
Wisconsin
$409K
OWA
180
Oak Wealth Advisors
Illinois
$408K
EWA
181
EP Wealth Advisors
California
$406K
FWIA
182
Fort Washington Investment Advisors
Ohio
$393K
AIS
183
American Investment Services
Massachusetts
$390K
AWM
184
AE Wealth Management
Kansas
$388K
Fidelity Investments
185
Fidelity Investments
Massachusetts
$383K
AT
186
American Trust
Kentucky
$381K
JWA
187
JFS Wealth Advisors
Pennsylvania
$376K
SGK
188
Steigerwald Gordon & Koch
Virginia
$372K
CTC
189
Central Trust Company
Missouri
$371K
WPW
190
Waldron Private Wealth
Pennsylvania
$370K
PRTG
191
Post Resch Tallon Group
New York
$370K
LFAS
192
Level Four Advisory Services
Texas
$355K
MG
193
Mather Group
Illinois
$349K
SS
194
Sunbelt Securities
Texas
$346K
TYCC
195
Texas Yale Capital Corp
Florida
$342K
CAM
196
Cozad Asset Management
Illinois
$341K
SFA
197
Sequoia Financial Advisors
Ohio
$338K
TPCW
198
TD Private Client Wealth
New York
$330K
HIC
199
Holderness Investments Company
North Carolina
$324K
SIAP
200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$319K