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iShares Select U.S. REIT ETF

335 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
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
EWM
226
Evercore Wealth Management
New York
$210K
NSIM
227
North Star Investment Management
Illinois
$210K
CPA
228
Cardiff Park Advisors
California
$210K
CWM
229
Castle Wealth Management
Florida
$206K
OGF
230
Orin Green Financial
California
$202K
GWM
231
Geneos Wealth Management
Colorado
$174K
PWMG
232
Private Wealth Management Group
New Jersey
$171K
GRP
233
Global Retirement Partners
California
$171K
SPIA
234
Steward Partners Investment Advisory
New York
$164K
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$159K
PA
236
Parallel Advisors
California
$159K
IWM
237
IMG Wealth Management
Florida
$154K
Franklin Resources
238
Franklin Resources
California
$154K
EWM
239
Evermay Wealth Management
Virginia
$152K
ASN
240
Advisory Services Network
Georgia
$149K
NS
241
NBC Securities
Alabama
$133K
CAL
242
Capital Advisors Ltd
Ohio
$127K
AG
243
AmeriFlex Group
Nevada
$120K
AF
244
Advisornet Financial
Minnesota
$116K
MFT
245
Moisand Fitzgerald Tamayo
Florida
$111K
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K
OWP
247
ORG Wealth Partners
Texas
$101K
DIP
248
DT Investment Partners
Pennsylvania
$92.4K
PWA
249
Provenance Wealth Advisors
Florida
$86.3K
CFO
250
CVA Family Office
Colorado
$83.2K