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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 %
PMFA
251
Plante Moran Financial Advisors
Michigan
$151K +$111K +1,884 +274%
Franklin Resources
252
Franklin Resources
California
$147K
Fidelity Investments
253
Fidelity Investments
Massachusetts
$136K +$9.81K +167 +8%
TPCW
254
TD Private Client Wealth
New York
$135K +$881 +15 +0.7%
NS
255
NBC Securities
Alabama
$132K -$14.1K -241 -10%
Bessemer Group
256
Bessemer Group
New Jersey
$129K -$79.3K -1,352 -38%
PS
257
Planned Solutions
California
$128K +$128K +2,174 New
PA
258
Parallel Advisors
California
$127K
GWM
259
Geneos Wealth Management
Colorado
$126K
OP
260
ORG Partners
Indiana
$123K +$123K +2,102 New
SPIA
261
Steward Partners Investment Advisory
New York
$121K -$73.9K -1,258 -38%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$108K -$126K -2,143 -54%
MFT
263
Moisand Fitzgerald Tamayo
Florida
$106K
ACA
264
Aptus Capital Advisors
Alabama
$106K -$4.76K -81 -4%
PWMG
265
Private Wealth Management Group
New Jersey
$98.4K +$98.4K +1,675 New
CP
266
Castleview Partners
Texas
$96.6K +$96.6K +1,645 New
FFA
267
Founders Financial Alliance
North Carolina
$93.3K +$1.23K +21 +1%
WT
268
Whittier Trust
California
$93.1K
DIP
269
DT Investment Partners
Pennsylvania
$84.7K
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$84.5K -$25.1K -422 -23%
PWA
271
Provenance Wealth Advisors
Florida
$82.2K
AF
272
Advisornet Financial
Minnesota
$80.3K +$5.34K +91 +7%
CFO
273
CVA Family Office
Colorado
$78.4K +$78.4K +1,335 New
IA
274
IFP Advisors
Florida
$76.2K -$55.8K -950 -42%
LFG
275
Larson Financial Group
Missouri
$73.1K +$294 +5 +0.4%