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iShares Select U.S. REIT ETF

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
Net Calls
+$328K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
251
Wilbanks Smith & Thomas Asset Management
Virginia
$201K -$28.7K -517 -13%
CPA
252
Cardiff Park Advisors
California
$189K
NSIM
253
North Star Investment Management
Illinois
$189K
Cohen & Steers
254
Cohen & Steers
New York
$174K -$343K -6,170 -66%
JWM
255
Janiczek Wealth Management
Colorado
$150K
HBW
256
Hazlett, Burt & Watson
West Virginia
$146K +$722 +13 +0.5%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$142K +$102K +1,844 +260%
Franklin Resources
258
Franklin Resources
California
$139K
William Blair & Company
259
William Blair & Company
Illinois
$135K -$220K -3,960 -62%
IA
260
IFP Advisors
Florida
$129K -$337K -3,438 -72%
SWA
261
SOA Wealth Advisors
New York
$125K +$20.9K +376 +20%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$121K -$138K -2,485 -53%
BF
263
BOK Financial
Oklahoma
$120K -$90.3K -1,625 -43%
GWM
264
Geneos Wealth Management
Colorado
$119K
MFT
265
Moisand Fitzgerald Tamayo
Florida
$100K
ACA
266
Aptus Capital Advisors
Alabama
$99.7K +$42.8K +770 +75%
FCA
267
Fortis Capital Advisors
Kansas
$91.6K
WT
268
Whittier Trust
California
$88.1K
FFA
269
Founders Financial Alliance
North Carolina
$86.8K +$278 +5 +0.3%
TPCW
270
TD Private Client Wealth
New York
$79.3K +$33.6K +605 +74%
GT
271
Glenmede Trust
Pennsylvania
$75.8K
CFO
272
CVA Family Office
Colorado
$73.7K +$111 +2 +0.2%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$72.2K
BC
274
Bartlett & Co
Ohio
$72K
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$70.8K -$5.55K -100 -7%