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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 %
PWA
251
Provenance Wealth Advisors
Florida
$70.2K +$70.2K +1,400 New
GT
252
Glenmede Trust
Pennsylvania
$68.5K
BC
253
Bartlett & Co
Ohio
$66K
BCWM
254
Bartlett & Co Wealth Management
Ohio
$66K
AF
255
Advisornet Financial
Minnesota
$64.1K +$9.03K +180 +16%
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$62.8K
LFG
257
Larson Financial Group
Missouri
$62.2K
BONH
258
Bank of New Hampshire
New Hampshire
$57.7K
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$54.4K
GWANC
260
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.4K +$3.15K +62 +6%
CFGS
261
Concourse Financial Group Securities
Alabama
$52.2K
BFO
262
Biltmore Family Office
North Carolina
$50.8K
MCM
263
Manchester Capital Management
Vermont
$50.2K +$50.2K +1,000 New
JFG
264
JDM Financial Group
Texas
$49.2K
CIA
265
Choate Investment Advisors
Massachusetts
$46.5K
MCM
266
MV Capital Management
Maryland
$45.1K
HPC
267
HM Payson & Co
Maine
$42.6K
RW
268
RVW Wealth
California
$40.6K +$40.6K +810 New
GRP
269
Global Retirement Partners
California
$40K +$244 +5 +0.6%
AF
270
Allworth Financial
California
$39.7K
AW
271
Avion Wealth
Texas
$38K
HI
272
Harbour Investments
Wisconsin
$35.8K
FHA
273
First Horizon Advisors
Tennessee
$35.4K
RIA
274
Realta Investment Advisors
Delaware
$34.6K
PMFA
275
Plante Moran Financial Advisors
Michigan
$34.5K