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iShares Select U.S. REIT ETF

338 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.68% less ownership

Funds ownership: 61.88%61.2% (-0.68%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$9.89M)

1% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 104

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 348338 (-10)

Holders
338
Holders Change
-10
Holders Change %
-2.87%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
103
Reduced
104
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$132M -$5.48M -89,690 -4%
Morgan Stanley
2
Morgan Stanley
New York
$83.4M -$4.8M -78,561 -5%
JP Morgan Chase
3
JP Morgan Chase
New York
$66.9M -$7.93M -129,756 -11%
Bank of America
4
Bank of America
North Carolina
$47.9M -$847K -13,864 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$40.3M +$1.84M +30,172 +5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$39.7M +$8.45M +138,289 +27%
FIA
7
Foundations Investment Advisors
Arizona
$35M +$1.79M +29,219 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.8M +$1.95M +31,891 +7%
M&T Bank
9
M&T Bank
New York
$30.1M +$1.33M +21,808 +5%
LPL Financial
10
LPL Financial
California
$27.1M +$2.98M +48,777 +12%
NPT
11
National Philanthropic Trust
Pennsylvania
$25.4M +$4.99M +81,573 +25%
Osaic Holdings
12
Osaic Holdings
Arizona
$25.2M +$1.34M +21,848 +6%
CWM
13
Connecticut Wealth Management
Connecticut
$25.1M -$4.29M -70,201 -15%
KAS
14
Kestra Advisory Services
Texas
$21.2M -$1.04M -17,022 -5%
ANTB
15
AMG National Trust Bank
Colorado
$20.3M +$905K +14,812 +5%
Creative Planning
16
Creative Planning
Kansas
$18.9M -$703K -11,502 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.9M +$859K +14,061 +5%
LIA
18
LBMC Investment Advisors
Tennessee
$15.6M -$132K -2,156 -0.8%
HNB
19
Huntington National Bank
Ohio
$15.4M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.5M -$41.9K -685 -0.3%
KeyBank National Association
21
KeyBank National Association
Ohio
$14.5M -$113K -1,845 -0.8%
IA
22
IFG Advisors
Missouri
$14.1M -$218K -3,573 -2%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$13.5M
Wells Fargo
24
Wells Fargo
California
$13.5M -$423K -6,918 -3%
KOC
25
Koss-Olinger Consulting
Florida
$12.7M -$24K -392 -0.2%

ICF Hedge Fund Activity: Q3 2025 in Review

338 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2025, worth a combined $1.2B — down 0.82% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ICF and 22 opened new positions — a net loss of 1 holder — while 104 trimmed existing stakes and 103 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.45M. The largest seller was JP Morgan Chase, cutting an estimated $7.93M.

  • 338 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2025, down from 348 in Q2 2025.
  • Funds reported $1.2B of iShares Select U.S. REIT ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q3 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.45M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2025 was JP Morgan Chase, an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2025.