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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.73%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
126
Sonata Capital Group
Washington
$894K +$23.5K +402 +3%
Stifel Financial
127
Stifel Financial
Missouri
$880K -$643K -10,968 -42%
EWA
128
EP Wealth Advisors
California
$879K +$879K +15,032 New
CCA
129
Cobblestone Capital Advisors
New York
$866K
EAM
130
Evanson Asset Management
California
$865K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$861K -$94.9K -1,622 -10%
AI
132
Atria Investments
North Carolina
$789K +$58.6K +1,002 +8%
ATPW
133
Ashton Thomas Private Wealth
Arizona
$785K +$785K +13,424 New
CFGS
134
Concourse Financial Group Securities
Alabama
$784K +$565K +9,656 +258%
AIP
135
ARS Investment Partners
New York
$769K
AF
136
Advisornet Financial
Minnesota
$768K +$167K +2,864 +28%
SHJ
137
Sharkey, Howes & Javer
Colorado
$765K +$765K +13,086 New
JIR
138
James Investment Research
Ohio
$743K +$152K +2,600 +26%
NWM
139
Northwest Wealth Management
Iowa
$725K -$110K -1,882 -13%
SAM
140
Silvercrest Asset Management
New York
$723K
P
141
Pitcairn
Pennsylvania
$717K
VCS
142
Vaughan & Co Securities
New Jersey
$708K +$708K +12,096 New
1IA
143
1834 Investment Advisors
Wisconsin
$703K
NFG
144
Next Financial Group
Texas
$693K +$37.3K +638 +6%
ASN
145
Advisory Services Network
Georgia
$692K +$253K +4,326 +58%
HIC
146
Holderness Investments Company
North Carolina
$689K +$234 +4 +0%
AIA
147
Arbor Investment Advisors
North Carolina
$659K +$3.63K +62 +0.6%
QIM
148
Quantitative Investment Management
Virginia
$657K -$16.1K -276 -2%
KM
149
Kalos Management
Georgia
$652K -$69.1K -1,176 -10%
JWCA
150
J.W. Cole Advisors
Florida
$649K +$649K +11,098 New