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iShares Select U.S. REIT ETF

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
301
Heritage Wealth Advisors
Virginia
$20.9K
AIM
302
Anchor Investment Management
South Carolina
$20.6K
AA
303
Ancora Advisors
Ohio
$19.6K
ME
304
McIlrath & Eck
Washington
$18.3K -$8.45K -152 -32%
WP
305
WealthShield Partners
North Carolina
$17.1K -$2.67K -48 -13%
KM
306
Kalos Management
Georgia
$16.7K -$9.78K -176 -37%
HR
307
Howe & Rusling
New York
$16.7K
CSC
308
Caldwell Sutter Capital
California
$16.1K +$16.1K +290 New
AFS
309
Annapolis Financial Services
Maryland
$14.9K
HPIA
310
Hamilton Point Investment Advisors
North Carolina
$12.2K
WWP
311
WR Wealth Planners
Missouri
$11.1K
FA
312
Fiduciary Alliance
South Carolina
$10.2K +$10.2K +184 New
AWM
313
AllSquare Wealth Management
New York
$9.87K
CT
314
Cambridge Trust
Massachusetts
$9.73K
MRCM
315
M&R Capital Management
New Jersey
$9.22K
MIM
316
Macroview Investment Management
Maryland
$7.5K
MPCG
317
Matrix Private Capital Group
New York
$7.22K
AIC
318
Archer Investment Corporation
Indiana
$6.45K
CIA
319
Cape Investment Advisory
Georgia
$6.45K
CMBA
320
C.M. Bidwell & Associates
Hawaii
$5.67K
DSC
321
Duncker Streett & Co
Missouri
$5.56K
WP
322
WealthPLAN Partners
Nebraska
$5.56K
CWP
323
Concord Wealth Partners
Virginia
$4K
ADL
324
Asset Dedication LLC
California
$3K
LF
325
Lee Financial
Texas
$2.56K