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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.13M
BOS
102
Bank of Stockton
California
$1.09M
WLIM
103
White Lighthouse Investment Management
Massachusetts
$1.01M
SCG
104
Sonata Capital Group
Washington
$1M
DWM
105
Dakota Wealth Management
Florida
$999K
ATI
106
ARK & TLK Investments
Oklahoma
$986K
WIM
107
Westside Investment Management
California
$982K
NA
108
NewEdge Advisors
Louisiana
$979K
CCA
109
Cobblestone Capital Advisors
New York
$959K
HWM
110
HB Wealth Management
Georgia
$958K
WA
111
Wealthstream Advisors
New York
$957K
AGAM
112
Audent Global Asset Management
California
$947K
PAG
113
Private Advisor Group
New Jersey
$940K
EAM
114
Evanson Asset Management
California
$909K
FWM
115
Fortress Wealth Management
California
$895K
HWM
116
Horizons Wealth Management
North Carolina
$888K
SA
117
Sanctuary Advisors
Indiana
$865K
MWM
118
Modera Wealth Management
New Jersey
$861K
JWCA
119
J.W. Cole Advisors
Florida
$845K
BCM
120
BTC Capital Management
Iowa
$833K
VWA
121
VERITY Wealth Advisors
United States
$812K
ATPW
122
Ashton Thomas Private Wealth
Arizona
$811K
CPA
123
Capital Planning Advisors
California
$809K
SCM
124
SCS Capital Management
Massachusetts
$798K
WIC
125
Whitegate Investment Counselors
New Hampshire
$790K