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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$1.17M -$126K -2,260 -10%
JJBC
102
James J. Burns & Company
New York
$1.16M +$41.5K +747 +4%
MWM
103
Modera Wealth Management
New Jersey
$1.15M +$55.1K +991 +5%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$1.13M +$38.9K +700 +4%
AIM
105
Acropolis Investment Management
Missouri
$1.13M -$62.8K -1,130 -5%
WA
106
Wambolt & Associates
Colorado
$1.11M -$72.6K -1,306 -6%
BAG
107
Briggs Advisory Group
Rhode Island
$1.11M -$233K -4,184 -17%
SWA
108
SOA Wealth Advisors
New York
$1.1M +$972K +17,500 +777%
TRCT
109
Tower Research Capital (TRC)
New York
$1.06M +$412K +7,414 +63%
EWA
110
EP Wealth Advisors
California
$1.05M +$693K +9,374 +195%
SFG
111
Sowa Financial Group
Rhode Island
$1.05M -$190K -3,424 -15%
GFS
112
GYL Financial Synergies
Connecticut
$1.04M +$13.5K +243 +1%
CPA
113
Capital Planning Advisors
California
$1.03M -$9.07M -163,274 -90%
MYIA
114
Mount Yale Investment Advisors
Colorado
$1.01M
SIC
115
Sigma Investment Counselors
Michigan
$996K -$295K -5,302 -23%
Citadel Advisors
116
Citadel Advisors
Florida
$995K +$995K +17,906 New
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$977K -$60.9K -1,096 -6%
ACA
118
Affinity Capital Advisors
California
$964K -$135K -2,422 -12%
1IA
119
1834 Investment Advisors
Wisconsin
$939K -$23K -414 -2%
CCA
120
Cobblestone Capital Advisors
New York
$935K
PCA
121
Peddock Capital Advisors
Massachusetts
$910K -$282K -5,080 -24%
SCG
122
Sonata Capital Group
Washington
$910K +$20.6K +370 +2%
HWM
123
Horizons Wealth Management
North Carolina
$898K -$17.9K -322 -2%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$883K -$16.7K -301 -2%
HWM
125
HB Wealth Management
Georgia
$864K