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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 %
SIC
126
Sigma Investment Counselors
Michigan
$951K -$23.1K -393 -2%
WA
127
Wealthstream Advisors
New York
$939K +$83.1K +1,415 +10%
HWM
128
HB Wealth Management
Georgia
$913K -$59 -1 -0%
HWM
129
Horizons Wealth Management
North Carolina
$899K -$246K -4,192 -21%
WA
130
Wambolt & Associates
Colorado
$899K -$273K -4,654 -23%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$884K -$2.44M -41,612 -73%
EAM
132
Evanson Asset Management
California
$869K
ATPW
133
Ashton Thomas Private Wealth
Arizona
$852K -$5.29K -90 -0.6%
EA
134
Eudaimonia Advisors
Tennessee
$846K -$126K -2,137 -13%
WKSWA
135
White Knight Strategic Wealth Advisors
New Jersey
$836K +$136K +2,317 +19%
CW
136
CreativeOne Wealth
Kansas
$804K -$25.9K -441 -3%
JWCA
137
J.W. Cole Advisors
Florida
$778K +$11.8K +201 +2%
BPA
138
Beacon Pointe Advisors
California
$773K -$20.6K -351 -3%
Prudential Financial
139
Prudential Financial
New Jersey
$771K -$63.7K -1,085 -8%
SIC
140
SJS Investment Consulting
Ohio
$768K
SFG
141
Sowa Financial Group
Rhode Island
$761K -$249K -4,234 -25%
VWA
142
VERITY Wealth Advisors
United States
$751K +$182K +3,106 +32%
AGAM
143
Audent Global Asset Management
California
$744K +$85.5K +1,455 +13%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$735K +$52.4K +892 +8%
EP
145
Eudaimonia Partners
Tennessee
$718K -$104K -1,766 -13%
FWIA
146
Fort Washington Investment Advisors
Ohio
$716K -$23.5K -400 -3%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$705K -$60.4K -1,028 -8%
PAG
148
Private Advisor Group
New Jersey
$698K -$1.24M -21,171 -64%
ACA
149
Affinity Capital Advisors
California
$684K -$27.8K -474 -4%
CCM
150
Coldstream Capital Management
Washington
$684K