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iShares Select U.S. REIT ETF

340 hedge funds and large institutions have $1.36B invested in iShares Select U.S. REIT ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+19
Holders Change %
+5.92%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
51
Increased
89
Reduced
126
Closed
26
Calls
$42K
Puts
$12K
Net Calls
+$30K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
226
Gradient Capital Advisors
California
$242K -$94.5K -1,609 -28%
CB
227
Cadence Bank
Mississippi
$238K
KPWS
228
Kestra Private Wealth Services
Texas
$228K +$228K +3,878 New
CAL
229
Capital Advisors Ltd
Ohio
$225K -$43.1K -734 -16%
AWM
230
Accel Wealth Management
Iowa
$224K -$20.3K -346 -8%
FAG
231
Fortitude Advisory Group
Washington
$224K +$224K +3,807 New
RZH
232
Relyea Zuckerberg Hanson
Connecticut
$223K +$223K +3,800 New
HNWAG
233
High Net Worth Advisory Group
Florida
$223K +$223K +3,800 New
AIP
234
Almanack Investment Partners
Pennsylvania
$221K +$221K +3,756 New
DSA
235
Droms Strauss Advisors
Missouri
$218K +$218K +3,720 New
Jane Street
236
Jane Street
New York
$217K +$217K +3,689 New
OGF
237
Orin Green Financial
California
$214K +$214K +3,643 New
FCI
238
Financial Counselors Inc
Kansas
$213K +$213K +3,633 New
PA
239
PFG Advisors
Arizona
$213K -$84.2K -1,434 -28%
William Blair & Company
240
William Blair & Company
Illinois
$212K -$18K -306 -8%
TDWM
241
Topel & Distasi Wealth Management
California
$209K +$209K +3,564 New
ARC
242
Advisor Resource Council
Texas
$205K +$205K +3,488 New
SWM
243
Silverlake Wealth Management
Vermont
$204K +$204K +3,482 New
AWM
244
Avaii Wealth Management
Wisconsin
$204K +$204K +3,478 New
NRI
245
NFP Retirement Inc
California
$204K +$204K +3,476 New
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$203K +$203K +3,462 New
CPA
247
Cardiff Park Advisors
California
$200K
NSIM
248
North Star Investment Management
Illinois
$200K
JWM
249
Janiczek Wealth Management
Colorado
$163K
CAS
250
Coppell Advisory Solutions
Texas
$159K +$159K +2,709 New