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iShares Select U.S. REIT ETF

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
226
Cadence Bank
Mississippi
$204K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$200K -$20.3M -403,769 -99%
William Blair & Company
228
William Blair & Company
Illinois
$197K +$74.7K +1,490 +61%
SSB
229
Sandy Spring Bank
Maryland
$179K -$11.5K -229 -6%
Bessemer Group
230
Bessemer Group
New Jersey
$178K +$108K +2,152 +154%
CPA
231
Cardiff Park Advisors
California
$171K
NSIM
232
North Star Investment Management
Illinois
$171K
SPIA
233
Steward Partners Investment Advisory
New York
$167K -$6.77K -135 -4%
Cohen & Steers
234
Cohen & Steers
New York
$160K +$132K +2,639 +478%
CWC
235
Carolinas Wealth Consulting
North Carolina
$149K -$39.4K -808 -21%
JWM
236
Janiczek Wealth Management
Colorado
$139K
Franklin Resources
237
Franklin Resources
California
$125K
NS
238
NBC Securities
Alabama
$125K +$125K +2,495 New
TPCW
239
TD Private Client Wealth
New York
$115K +$23.8K +475 +26%
IA
240
IFP Advisors
Florida
$113K +$42.9K +855 +61%
PA
241
Parallel Advisors
California
$109K -$99.3K -1,980 -48%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$108K +$13.1K +262 +14%
GWM
243
Geneos Wealth Management
Colorado
$107K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$102K
AssetMark Inc
245
AssetMark Inc
California
$98.3K -$4.06K -81 -4%
ACA
246
Aptus Capital Advisors
Alabama
$94.5K +$3.11K +62 +3%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$90.5K
WT
248
Whittier Trust
California
$79.5K
FFA
249
Founders Financial Alliance
North Carolina
$78.6K
DIP
250
DT Investment Partners
Pennsylvania
$75.2K