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iShares Select U.S. REIT ETF

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
Net Calls
+$943K
Net Calls Change
-$49K
Name Market Value Shares Shares
Change
Shares
Change %
LSAG
101
Lake Street Advisors Group
New Hampshire
$1.43M 25,986
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$1.34M 24,401 +776 +3%
EWA
103
EP Wealth Advisors
California
$1.33M 24,317
BAG
104
Briggs Advisory Group
Rhode Island
$1.33M 24,264 +2,607 +12%
SFG
105
Sowa Financial Group
Rhode Island
$1.27M 23,186 -1,294 -5%
CB
106
Commerce Bank
Missouri
$1.27M 23,073 +15,745 +215%
B
107
Bridgeworth
Alabama
$1.25M 22,727 -205 -0.9%
FNC
108
First National Corp
Massachusetts
$1.24M 22,542 +2,842 +14%
JA
109
JVL Associates
Michigan
$1.24M 22,538 -626 -3%
WA
110
Wambolt & Associates
Colorado
$1.21M 22,095 -285 -1%
MYIA
111
Mount Yale Investment Advisors
Colorado
$1.2M 21,870 +1,788 +9%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.18M 21,543 +311 +1%
AIM
113
Acropolis Investment Management
Missouri
$1.17M 21,416 +73 +0.3%
ACA
114
Affinity Capital Advisors
California
$1.12M 20,396 -91 -0.4%
MWM
115
Modera Wealth Management
New Jersey
$1.08M 19,671 +398 +2%
PCA
116
Peddock Capital Advisors
Massachusetts
$1.07M 19,500 -162 -0.8%
WLIM
117
White Lighthouse Investment Management
Massachusetts
$1.07M 19,458 -350 -2%
WIC
118
Whitegate Investment Counselors
New Hampshire
$1.06M 19,343 +15,300 +378%
DI
119
Disciplined Investments
Oklahoma
$1.05M 19,179 +27 +0.1%
DWM
120
Dakota Wealth Management
Florida
$1.02M 18,600 -13,349 -42%
GFS
121
GYL Financial Synergies
Connecticut
$1.02M 18,543 +610 +3%
GM
122
GeoWealth Management
Illinois
$994K 18,138 -8,309 -31%
SGK
123
Steigerwald Gordon & Koch
Virginia
$988K 18,009 -4,186 -19%
HWM
124
Horizons Wealth Management
North Carolina
$981K 17,892 +5,833 +48%
CW
125
CreativeOne Wealth
Kansas
$978K 17,823 -445 -2%