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iShares Select U.S. REIT ETF

329 hedge funds and large institutions have $1.16B invested in iShares Select U.S. REIT ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Castle Wealth Management
Florida
$206K
OGF
227
Orin Green Financial
California
$202K
GWM
228
Geneos Wealth Management
Colorado
$174K
PWMG
229
Private Wealth Management Group
New Jersey
$171K
GRP
230
Global Retirement Partners
California
$171K
SPIA
231
Steward Partners Investment Advisory
New York
$164K
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$159K
PA
233
Parallel Advisors
California
$159K
IWM
234
IMG Wealth Management
Florida
$154K
Franklin Resources
235
Franklin Resources
California
$154K
EWM
236
Evermay Wealth Management
Virginia
$152K
ASN
237
Advisory Services Network
Georgia
$149K
NS
238
NBC Securities
Alabama
$133K
CAL
239
Capital Advisors Ltd
Ohio
$127K
AG
240
AmeriFlex Group
Nevada
$120K
AF
241
Advisornet Financial
Minnesota
$116K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$111K
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K
OWP
244
ORG Wealth Partners
Texas
$101K
DIP
245
DT Investment Partners
Pennsylvania
$92.4K
PWA
246
Provenance Wealth Advisors
Florida
$86.3K
CFO
247
CVA Family Office
Colorado
$83.2K
NB
248
NBT Bank
New York
$82.3K
LFG
249
Larson Financial Group
Missouri
$79.3K
CPG
250
Cornerstone Planning Group
New Jersey
$77K