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iShares Select U.S. REIT ETF

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
226
Cadence Bank
Mississippi
$234K
WCM
227
Windsor Capital Management
Arizona
$232K -$11.3K -195 -5%
HNWAG
228
High Net Worth Advisory Group
Florida
$219K
RZH
229
Relyea Zuckerberg Hanson
Connecticut
$219K
MFG
230
Merit Financial Group
Georgia
$217K -$16.3K -299 -7%
DSA
231
Droms Strauss Advisors
Missouri
$215K
AIP
232
Almanack Investment Partners
Pennsylvania
$213K -$4.1K -71 -2%
AWM
233
Accel Wealth Management
Iowa
$212K -$8.42K -146 -4%
OGF
234
Orin Green Financial
California
$210K -$214K -3,643 Closed
FAG
235
Fortitude Advisory Group
Washington
$209K -$10.4K -180 -5%
William Blair & Company
236
William Blair & Company
Illinois
$209K
TDWM
237
Topel & Distasi Wealth Management
California
$206K
PBF
238
Petix & Botte Financial
California
$206K +$206K +3,564 New
NRI
239
NFP Retirement Inc
California
$202K +$981 +17 +0.5%
NSIM
240
North Star Investment Management
Illinois
$196K
CPA
241
Cardiff Park Advisors
California
$196K
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K -$65.5K -1,135 -26%
TPCW
243
TD Private Client Wealth
New York
$162K +$29.5K +512 +22%
JWM
244
Janiczek Wealth Management
Colorado
$160K
CAL
245
Capital Advisors Ltd
Ohio
$146K -$75K -1,300 -34%
Franklin Resources
246
Franklin Resources
California
$144K
Fidelity Investments
247
Fidelity Investments
Massachusetts
$139K +$4.85K +84 +4%
NS
248
NBC Securities
Alabama
$129K -$748 -13 -0.6%
GWM
249
Geneos Wealth Management
Colorado
$128K +$4.1K +71 +3%
CA
250
Continuum Advisory
Idaho
$127K +$127K +2,281 New