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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$128M +$232K +3,818 +0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$88.6M +$24.2M +399,193 +37%
Morgan Stanley
3
Morgan Stanley
New York
$81.6M +$839K +13,815 +1%
Bank of America
4
Bank of America
North Carolina
$45.8M -$518K -8,523 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$42.2M +$3.21M +52,868 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$40.6M +$2.15M +35,457 +5%
FIA
7
Foundations Investment Advisors
Arizona
$37.4M +$3.59M +59,134 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.8M +$1.02M +16,766 +3%
M&T Bank
9
M&T Bank
New York
$28.2M -$970K -15,965 -3%
LPL Financial
10
LPL Financial
California
$26.5M +$266K +4,375 +1%
NPT
11
National Philanthropic Trust
Pennsylvania
$25.6M +$1.02M +16,870 +4%
CWM
12
Connecticut Wealth Management
Connecticut
$23.6M -$688K -11,326 -3%
KAS
13
Kestra Advisory Services
Texas
$19.9M -$612K -10,081 -3%
ANTB
14
AMG National Trust Bank
Colorado
$19.6M -$66.4K -1,093 -0.3%
KeyBank National Association
15
KeyBank National Association
Ohio
$19.1M +$5.21M +85,833 +37%
Osaic Holdings
16
Osaic Holdings
Arizona
$18.6M -$5.95M -98,054 -24%
Creative Planning
17
Creative Planning
Kansas
$17.9M -$395K -6,510 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17.2M +$831K +13,683 +5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$16.9M +$8.57M +141,199 +100%
HNB
20
Huntington National Bank
Ohio
$16.5M
LIA
21
LBMC Investment Advisors
Tennessee
$15.1M -$9.35K -154 -0.1%
Wells Fargo
22
Wells Fargo
California
$14.4M +$1.32M +21,800 +10%
IA
23
IFG Advisors
Missouri
$14.1M +$393K +6,473 +3%
Two Sigma Investments
24
Two Sigma Investments
New York
$13.8M +$14M +231,217 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$12.8M -$1.2M -19,724 -8%