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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
BOS
101
Bank of Stockton
California
$1.09M
WLIM
102
White Lighthouse Investment Management
Massachusetts
$1.01M
SCG
103
Sonata Capital Group
Washington
$1M
DWM
104
Dakota Wealth Management
Florida
$999K
ATI
105
ARK & TLK Investments
Oklahoma
$986K
WIM
106
Westside Investment Management
California
$982K
NA
107
NewEdge Advisors
Louisiana
$979K
CCA
108
Cobblestone Capital Advisors
New York
$959K
HWM
109
HB Wealth Management
Georgia
$958K
WA
110
Wealthstream Advisors
New York
$957K
AGAM
111
Audent Global Asset Management
California
$947K
PAG
112
Private Advisor Group
New Jersey
$940K
EAM
113
Evanson Asset Management
California
$909K
FWM
114
Fortress Wealth Management
California
$895K
HWM
115
Horizons Wealth Management
North Carolina
$888K
MWM
116
Modera Wealth Management
New Jersey
$861K
JWCA
117
J.W. Cole Advisors
Florida
$845K
BCM
118
BTC Capital Management
Iowa
$833K
VWA
119
VERITY Wealth Advisors
United States
$812K
ATPW
120
Ashton Thomas Private Wealth
Arizona
$811K
CPA
121
Capital Planning Advisors
California
$809K
SCM
122
SCS Capital Management
Massachusetts
$798K
WIC
123
Whitegate Investment Counselors
New Hampshire
$790K
JJBC
124
James J. Burns & Company
New York
$777K
IPW
125
Intergy Private Wealth
Colorado
$776K