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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 %
Bessemer Group
251
Bessemer Group
New Jersey
$127K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$126K +$19.8K +342 +19%
PA
253
Parallel Advisors
California
$125K
Simplex Trading
254
Simplex Trading
Illinois
$116K +$116K +2,015 New
SPIA
255
Steward Partners Investment Advisory
New York
$107K -$11.8K -204 -10%
MFT
256
Moisand Fitzgerald Tamayo
Florida
$104K
PWMG
257
Private Wealth Management Group
New Jersey
$96.7K
CP
258
Castleview Partners
Texas
$95.3K +$404 +7 +0.4%
FIM
259
Fernwood Investment Management
Massachusetts
$93.7K +$93.7K +1,624 New
WT
260
Whittier Trust
California
$91.5K
AF
261
Allworth Financial
California
$86.8K +$15.6K +270 +22%
PWA
262
Provenance Wealth Advisors
Florida
$80.8K
CFO
263
CVA Family Office
Colorado
$77.1K +$115 +2 +0.1%
IA
264
IFP Advisors
Florida
$75.1K +$173 +3 +0.2%
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$74.1K -$12.6M -226,570 -99%
AF
266
Advisornet Financial
Minnesota
$72.1K -$6.87K -119 -9%
LFG
267
Larson Financial Group
Missouri
$71.9K
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$69.3K -$12.8K -222 -16%
BONH
269
Bank of New Hampshire
New Hampshire
$66.4K
FFA
270
Founders Financial Alliance
North Carolina
$59.7K -$31.9K -553 -35%
CFGS
271
Concourse Financial Group Securities
Alabama
$59.3K
GRP
272
Global Retirement Partners
California
$59K -$6.81K -118 -10%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$57.7K -$11.5K -200 -17%
MCM
274
Manchester Capital Management
Vermont
$57.7K
BFO
275
Biltmore Family Office
North Carolina
$57.7K