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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
326
Avion Wealth
Texas
$2K
GTAM
327
Global Trust Asset Management
Florida
$1K -$556 -10 -36%
CFA
328
Carroll Financial Associates
North Carolina
$1K +$34 +1 +4%
WIM
329
Westside Investment Management
California
$555 +$11 +190 +2%
HFS
330
HBC Financial Services
Washington
$291 +$291 +11 New
GM
331
GeoWealth Management
Illinois
-$2.19M -40,610 Closed
MIAN
332
Mariner Independent Advisor Network
Kansas
-$897K -16,655 Closed
Principal Financial Group
333
Principal Financial Group
Iowa
-$523K -9,699 Closed
GMA
334
Goldstein Munger & Associates
California
-$504K -9,354 Closed
First Trust Advisors
335
First Trust Advisors
Illinois
-$483K -8,961 Closed
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
-$377K -7,006 Closed
Charles Schwab
337
Charles Schwab
California
-$315K -5,847 Closed
SFS
338
Summit Financial Strategies
Ohio
-$265K -4,921 Closed
FI
339
FormulaFolio Investments
Michigan
-$241K -4,464 Closed
FWM
340
Frontier Wealth Management
Missouri
-$236K -4,376 Closed
CFA
341
Cahill Financial Advisors
Minnesota
-$228K -4,232 Closed
OGF
342
Orin Green Financial
California
-$224K -4,162 Closed
GIA
343
Goodwin Investment Advisory
Georgia
-$150K -2,782 Closed
RWA
344
Ropes Wealth Advisors
Massachusetts
-$147K -2,720 Closed
PWM
345
Perigon Wealth Management
California
-$100K -1,850 Closed
PS
346
Planned Solutions
California
-$49K -916 Closed
HAS
347
HBW Advisory Services
California
-$36K -674 Closed
EA
348
Elm Advisors
California
-$35K -650 Closed
GI
349
Gradient Investments
Minnesota
-$55K -535 Closed
PP
350
PrairieView Partners
Minnesota
-$26K -488 Closed