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iShares Select U.S. REIT ETF

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
SP Asset Management
California
$720K +$140K +2,308 +24%
BPA
152
Beacon Pointe Advisors
California
$720K +$157K +2,590 +28%
GFS
153
GYL Financial Synergies
Connecticut
$719K +$103K +1,692 +17%
WP
154
WealthShield Partners
North Carolina
$705K +$705K +11,609 New
CTC
155
Central Trust Company
Missouri
$681K -$15.4K -254 -2%
CWM
156
C2C Wealth Management
Arizona
$649K
AGAM
157
Audent Global Asset Management
California
$641K -$224K -3,685 -26%
CAL
158
Capital Advisors Ltd
Ohio
$641K
NF
159
Nikulski Financial
Iowa
$628K +$628K +10,328 New
William Blair & Company
160
William Blair & Company
Illinois
$625K -$36.5K -600 -6%
EIP
161
Ellis Investment Partners
Pennsylvania
$617K +$64.6K +1,063 +12%
WIC
162
Whitegate Investment Counselors
New Hampshire
$610K +$375K +6,175 +160%
FHB
163
First Hawaiian Bank
Hawaii
$590K -$91.8K -1,510 -13%
AWA
164
Arkadios Wealth Advisors
Georgia
$589K +$151K +2,490 +35%
CS
165
Comerica Securities
Michigan
$585K -$21.1K -348 -3%
JWA
166
JFS Wealth Advisors
Pennsylvania
$583K -$13K -214 -2%
IA
167
IFP Advisors
Florida
$583K
WKSWA
168
White Knight Strategic Wealth Advisors
New Jersey
$581K +$62.4K +1,027 +12%
VWA
169
VERITY Wealth Advisors
United States
$577K +$1.34K +22 +0.2%
USCWA
170
U.S. Capital Wealth Advisors
Texas
$573K -$121K -2,000 -17%
GT
171
Glenview Trust
Kentucky
$566K
AIP
172
ARS Investment Partners
New York
$562K
FTS
173
Fifth Third Securities
Ohio
$561K -$7.29K -120 -1%
TCWA
174
Ten Capital Wealth Advisors
Washington
$551K -$6.13K -101 -1%
CAM
175
Cresset Asset Management
Illinois
$541K +$129K +2,408 +31%