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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
1SB
201
1ST Source Bank
Indiana
$320K
Fidelity Investments
202
Fidelity Investments
Massachusetts
$314K -$22.4K -369 -7%
FWIA
203
Fort Washington Investment Advisors
Ohio
$312K -$42.5K -700 -12%
CTC
204
Cetera Trust Company
Minnesota
$303K +$308K +5,075 New
OFG
205
Opulen Financial Group
Virginia
$303K -$10.1K -167 -3%
SFS
206
Sowell Financial Services
Arkansas
$296K +$6.92K +114 +2%
NB
207
Nicolet Bankshares
Wisconsin
$295K -$106K -1,738 -26%
EWA
208
EP Wealth Advisors
California
$294K +$300K +4,934 New
BCG
209
Breakwater Capital Group
New Jersey
$291K +$71.8K +1,182 +32%
AWM
210
AE Wealth Management
Kansas
$290K -$64.3K -1,058 -18%
HIC
211
Holderness Investments Company
North Carolina
$286K -$30.4K -500 -9%
AFA
212
Amicus Financial Advisors
Texas
$277K +$282K +4,648 New
TAM
213
Titleist Asset Management
Texas
$277K
AUB
214
Atlantic Union Bankshares
Virginia
$276K +$1.27K +21 +0.5%
CAM
215
Cozad Asset Management
Illinois
$274K
EIP
216
Ellis Investment Partners
Pennsylvania
$269K +$1.03K +17 +0.4%
TRCT
217
Tower Research Capital (TRC)
New York
$268K +$45.2K +744 +20%
CMP
218
Courage Miller Partners
Virginia
$265K -$121 -2 -0%
VFA
219
Valeo Financial Advisors
Indiana
$263K -$181K -2,978 -40%
LW
220
Linscomb Wealth
Texas
$263K
SAM
221
Silvercrest Asset Management
New York
$263K
WIA
222
World Investment Advisors
California
$260K +$265K +4,364 New
SS
223
Sunbelt Securities
Texas
$256K -$26.4K -434 -9%
AF
224
Allworth Financial
California
$248K +$21.9K +360 +9%
JPG
225
Jordan Park Group
California
$247K