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iShares Select U.S. REIT ETF

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.27M -$821K -14,225 -39%
MWM
102
Mosley Wealth Management
California
$1.27M +$3.06K +53 +0.2%
JA
103
JVL Associates
Michigan
$1.26M
RMC
104
Regis Management Company
California
$1.21M
WLIM
105
White Lighthouse Investment Management
Massachusetts
$1.2M -$289 -5 -0%
CB
106
Commerce Bank
Missouri
$1.2M -$577 -10 -0%
Citigroup
107
Citigroup
New York
$1.17M +$41.4K +718 +4%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.16M +$1.16M +20,035 New
WIC
109
Whitegate Investment Counselors
New Hampshire
$1.15M
PCA
110
Peddock Capital Advisors
Massachusetts
$1.14M +$185K +3,211 +19%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.14M -$25K -433 -2%
ES
112
Eagle Strategies
New York
$1.07M +$1.07M +18,623 New
CPA
113
Capital Planning Advisors
California
$1.07M
CFG
114
Clayton Financial Group
Missouri
$1.04M -$75K -1,299 -7%
MWM
115
Modera Wealth Management
New Jersey
$1.04M -$127K -2,193 -11%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$1.01M +$4.39K +76 +0.4%
ATI
117
ARK & TLK Investments
Oklahoma
$1.01M
FWM
118
Fortress Wealth Management
California
$998K -$189K -3,278 -16%
DWM
119
Dakota Wealth Management
Florida
$994K +$569K +9,867 +134%
TCG
120
Transcendent Capital Group
Oklahoma
$985K -$3.15M -54,542 -76%
CCA
121
Cobblestone Capital Advisors
New York
$971K
SCG
122
Sonata Capital Group
Washington
$967K +$20.8K +360 +2%
MYIA
123
Mount Yale Investment Advisors
Colorado
$955K -$24.9K -431 -3%
WA
124
Wealthstream Advisors
New York
$902K -$21.1K -365 -2%
HWM
125
Horizons Wealth Management
North Carolina
$899K