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iShares Select U.S. REIT ETF

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
Net Calls
+$1.88M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
251
North Star Investment Management
Illinois
$205K
CPA
252
Cardiff Park Advisors
California
$205K
PWA
253
Physician Wealth Advisors
Utah
$202K
CWM
254
Castle Wealth Management
Florida
$202K
SWM
255
SeaCrest Wealth Management
New York
$201K +$201K +3,342 New
Bessemer Group
256
Bessemer Group
New Jersey
$180K -$114K -1,900 -39%
GWM
257
Geneos Wealth Management
Colorado
$169K
PWMG
258
Private Wealth Management Group
New Jersey
$167K
CAL
259
Capital Advisors Ltd
Ohio
$152K
IWM
260
IMG Wealth Management
Florida
$151K +$151K +2,501 New
Franklin Resources
261
Franklin Resources
California
$151K
CA
262
Continuum Advisory
Idaho
$137K
AG
263
AmeriFlex Group
Nevada
$137K +$137K +2,264 New
Citadel Advisors
264
Citadel Advisors
Florida
$135K +$63.9K +1,060 +90%
PA
265
Parallel Advisors
California
$131K
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$129K
William Blair & Company
267
William Blair & Company
Illinois
$121K
MFT
268
Moisand Fitzgerald Tamayo
Florida
$109K
OC
269
Oarsman Capital
Wisconsin
$108K -$6.33K -105 -6%
AF
270
Advisornet Financial
Minnesota
$99.8K +$301 +5 +0.3%
OWP
271
ORG Wealth Partners
Texas
$98.6K
BF
272
BOK Financial
Oklahoma
$97.3K
CP
273
Castleview Partners
Texas
$97.3K +$775 +13 +0.8%
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$60 +1 +0.1%
WT
275
Whittier Trust
California
$95.6K