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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
RSWM
201
Robertson Stephens Wealth Management
California
$317K
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$312K
OFG
203
Opulen Financial Group
Virginia
$312K
HWM
204
HB Wealth Management
Georgia
$307K
GS
205
GWN Securities
Florida
$301K
SFS
206
Sowell Financial Services
Arkansas
$296K
EIP
207
Ellis Investment Partners
Pennsylvania
$287K
AUB
208
Atlantic Union Bankshares
Virginia
$287K
TAM
209
Titleist Asset Management
Texas
$283K
FFS
210
Fortress Financial Solutions
Arizona
$280K
IWC
211
Integrated Wealth Concepts
Massachusetts
$279K
DPI
212
Diversified Portfolios Inc
Michigan
$277K
SAM
213
Silvercrest Asset Management
New York
$276K
CMP
214
Courage Miller Partners
Virginia
$272K
PA
215
Parallel Advisors
California
$270K
LW
216
Linscomb Wealth
Texas
$270K
CI
217
Cordant Inc
Oregon
$255K
JPG
218
Jordan Park Group
California
$253K
GCA
219
Gradient Capital Advisors
California
$252K
EWM
220
Evercore Wealth Management
New York
$251K
Bessemer Group
221
Bessemer Group
New Jersey
$245K
CB
222
Cadence Bank
Mississippi
$245K
CL
223
Choreo LLC
Illinois
$243K
MT
224
Midwest Trust
Kansas
$241K
Brown Advisory
225
Brown Advisory
Maryland
$240K