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iShares Select U.S. REIT ETF

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
151
Truist Financial
North Carolina
$607K -$11.5K -187 -2%
Stifel Financial
152
Stifel Financial
Missouri
$593K +$193K +3,129 +48%
SWA
153
Strata Wealth Advisors
Texas
$588K +$288K +4,683 +96%
GT
154
Glenview Trust
Kentucky
$585K
CWM
155
Congress Wealth Management
Massachusetts
$583K +$583K +9,480 New
IAN
156
Integrated Advisors Network
Texas
$580K -$17.7K -288 -3%
RFG
157
Range Financial Group
Oregon
$571K +$7.01K +114 +1%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$568K
TWM
159
Tolleson Wealth Management
Texas
$559K
Vanguard Group
160
Vanguard Group
Pennsylvania
$554K
JIR
161
James Investment Research
Ohio
$554K
GS
162
GWN Securities
Florida
$551K +$551K +8,954 New
ACA
163
Affinity Capital Advisors
California
$543K
DWM
164
Diversify Wealth Management
Utah
$538K -$40.2K -664 -7%
SIC
165
SJS Investment Consulting
Ohio
$526K
WPC
166
Waters Parkerson & Co
Louisiana
$526K
MG
167
Mather Group
Illinois
$525K +$60.9K +989 +13%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$521K +$459K +7,460 +746%
EWM
169
Evermay Wealth Management
Virginia
$503K -$1.23M -20,044 -71%
SWP
170
Stratos Wealth Partners
Ohio
$484K +$2.28K +37 +0.5%
FTS
171
Fifth Third Securities
Ohio
$482K -$6.28K -102 -1%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$479K +$55.3K +898 +13%
ACA
173
Aptus Capital Advisors
Alabama
$477K -$60.4K -981 -11%
GT
174
Glenmede Trust
Pennsylvania
$471K
WW
175
Westshore Wealth
California
$460K +$1.78K +29 +0.4%