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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
JJBC
126
James J. Burns & Company
New York
$777K
IPW
127
Intergy Private Wealth
Colorado
$776K
FOR
128
Family Office Research
Maryland
$724K
SIC
129
Sigma Investment Counselors
Michigan
$724K
CCM
130
Coldstream Capital Management
Washington
$703K
DCM
131
Delta Capital Management
New Jersey
$702K
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$701K
PIAS
133
PCA Investment Advisory Services
Ohio
$698K
WKSWA
134
White Knight Strategic Wealth Advisors
New Jersey
$683K
AWA
135
Arkadios Wealth Advisors
Georgia
$658K
CW
136
CreativeOne Wealth
Kansas
$654K
OCM
137
One Capital Management
California
$632K
Stifel Financial
138
Stifel Financial
Missouri
$593K
IAN
139
Integrated Advisors Network
Texas
$591K
GT
140
Glenview Trust
Kentucky
$586K
SWA
141
Strata Wealth Advisors
Texas
$579K
BPA
142
Beacon Pointe Advisors
California
$568K
JIR
143
James Investment Research
Ohio
$555K
Vanguard Group
144
Vanguard Group
Pennsylvania
$555K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$554K
ACA
146
Affinity Capital Advisors
California
$547K
TWM
147
Tolleson Wealth Management
Texas
$545K
FW
148
Fairway Wealth
Ohio
$541K
DWM
149
Diversify Wealth Management
Utah
$538K
CPIG
150
Chicago Partners Investment Group
Illinois
$535K