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iShares Select U.S. REIT ETF

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$113K +$113K +2,040 New
Fidelity Investments
252
Fidelity Investments
Massachusetts
$105K -$15.5K -279 -13%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$103K -$39.5K -708 -28%
ACA
254
Aptus Capital Advisors
Alabama
$101K +$1.45K +26 +1%
TPCW
255
TD Private Client Wealth
New York
$101K +$21.3K +383 +27%
MFT
256
Moisand Fitzgerald Tamayo
Florida
$100K
WT
257
Whittier Trust
California
$88.1K
FFA
258
Founders Financial Alliance
North Carolina
$87.1K +$222 +4 +0.3%
DIP
259
DT Investment Partners
Pennsylvania
$84.7K -$364K -6,457 -81%
Bessemer Group
260
Bessemer Group
New Jersey
$78K +$78K +1,400 New
IA
261
IFP Advisors
Florida
$77.4K +$4.45K +80 +6%
GT
262
Glenmede Trust
Pennsylvania
$75.8K
CFO
263
CVA Family Office
Colorado
$73.8K +$56 +1 +0.1%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$72.2K
BC
265
Bartlett & Co
Ohio
$72K
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$70.9K
LFG
267
Larson Financial Group
Missouri
$68.9K +$56 +1 +0.1%
BONH
268
Bank of New Hampshire
New Hampshire
$63.9K
AF
269
Advisornet Financial
Minnesota
$61K +$54.2K +976 +807%
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$60.2K
CFGS
271
Concourse Financial Group Securities
Alabama
$57.1K
BFO
272
Biltmore Family Office
North Carolina
$55.6K
JFG
273
JDM Financial Group
Texas
$54.5K
GWANC
274
Guardian Wealth Advisors (North Carolina)
North Carolina
$54K +$1.45K +26 +3%
CIA
275
Choate Investment Advisors
Massachusetts
$51.6K