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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 %
AF
276
Allworth Financial
California
$72.5K +$26K +442 +56%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$71.3K -$5.94K -100 -8%
BC
278
Bartlett & Co
Ohio
$71K -$5.92K -100 -8%
BONH
279
Bank of New Hampshire
New Hampshire
$67.5K
GRP
280
Global Retirement Partners
California
$66K +$18.6K +321 +39%
MFA
281
McClarren Financial Advisors
Pennsylvania
$66K +$33.6K +571 +104%
CFGS
282
Concourse Financial Group Securities
Alabama
$60.4K
ASN
283
Advisory Services Network
Georgia
$60.1K -$202K -3,439 -77%
MCM
284
Manchester Capital Management
Vermont
$58.7K
BFO
285
Biltmore Family Office
North Carolina
$58.7K
JFG
286
JDM Financial Group
Texas
$57.6K
GWANC
287
Guardian Wealth Advisors (North Carolina)
North Carolina
$55.9K -$4.76K -81 -8%
MCM
288
MV Capital Management
Maryland
$52.9K
HPC
289
HM Payson & Co
Maine
$49.9K
NFA
290
Northwest Financial Advisors
Virginia
$49.6K +$49.6K +844 New
AW
291
Avion Wealth
Texas
$45K
CAM
292
Creekmur Asset Management
Illinois
$42.8K +$42.8K +729 New
FHA
293
First Horizon Advisors
Tennessee
$42.3K +$881 +15 +2%
WIA
294
Wetzel Investment Advisors
Indiana
$42K +$42K +713 New
HI
295
Harbour Investments
Wisconsin
$41.9K
BCM
296
Bourgeon Capital Management
Connecticut
$38.6K +$11.7K +200 +44%
WWM
297
Wagner Wealth Management
South Carolina
$35.8K +$35.8K +610 New
CB
298
CNB Bank
Pennsylvania
$29.4K
BLC
299
Brown, Lisle/Cummings
Rhode Island
$26.2K +$528 +9 +2%
RIM
300
Rockbridge Investment Management
New York
$26.1K +$26.1K +444 New