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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$2.4M -$176K -3,002 -7%
CCWM
77
Cassaday & Co Wealth Management
Virginia
$2.35M -$90.3M -1,538,246 -97%
RJA
78
Raymond James & Associates
Florida
$2.17M -$1.23M -20,879 -36%
HIA
79
Harbor Investment Advisory
Maryland
$2.15M +$4.05K +69 +0.2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$2.13M +$170K +2,890 +9%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$2.08M -$20K -340 -1%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$2.02M -$18.3K -312 -0.9%
SWM
83
Spire Wealth Management
Virginia
$1.89M +$1.15M +20,124 +154%
GB
84
Gunma Bank
Japan
$1.88M -$1.88M -32,000 -50%
JE
85
JMAC Enterprises
Pennsylvania
$1.85M -$2.7K -46 -0.1%
CIA
86
Capital Investment Advisors
Georgia
$1.85M -$28.7K -488 -2%
AWM
87
Avior Wealth Management
Nebraska
$1.84M -$1.7K -29 -0.1%
FRA
88
Frank Rimerman Advisors
California
$1.84M +$28.5K +486 +2%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$1.82M
BSW
90
Buckingham Strategic Wealth
Missouri
$1.79M +$1.25M +21,363 +237%
FNC
91
First National Corp
Massachusetts
$1.71M +$103K +1,746 +6%
Stifel Financial
92
Stifel Financial
Missouri
$1.56M +$227K +3,872 +17%
B
93
Bailard
California
$1.53M -$108K -1,838 -7%
LSAG
94
Lake Street Advisors Group
New Hampshire
$1.53M
SWA
95
SOA Wealth Advisors
New York
$1.47M +$214K +3,647 +17%
MA
96
Mutual Advisors
Nebraska
$1.46M -$17.9K -304 -1%
IWM
97
IHT Wealth Management
Illinois
$1.44M -$91.3K -1,554 -6%
TTWM
98
TCV Trust & Wealth Management
Virginia
$1.44M -$587 -10 -0%
CAAM
99
Cornerstone Advisors Asset Management
Pennsylvania
$1.41M +$15.8K +269 +1%
PS
100
Principal Securities
Iowa
$1.39M +$1.39M +23,751 New