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iShares Select U.S. REIT ETF

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$583K -$299K -5,959 -34%
AGAM
152
Audent Global Asset Management
California
$563K -$112K -2,225 -17%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$563K -$18.9K -376 -3%
FTS
154
Fifth Third Securities
Ohio
$521K -$120K -2,359 -19%
CWM
155
C2C Wealth Management
Arizona
$515K
AWM
156
AE Wealth Management
Kansas
$513K +$86.6K +1,726 +20%
CTC
157
Central Trust Company
Missouri
$501K -$5.47K -109 -1%
TRCT
158
Tower Research Capital (TRC)
New York
$497K -$464K -9,250 -48%
RFG
159
Range Financial Group
Oregon
$493K +$14.8K +296 +3%
VWA
160
VERITY Wealth Advisors
United States
$485K
TWM
161
Tolleson Wealth Management
Texas
$477K
GT
162
Glenview Trust
Kentucky
$467K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$466K +$466K +9,280 New
BSW
164
Buckingham Strategic Wealth
Missouri
$453K +$1.2K +24 +0.3%
Vanguard Group
165
Vanguard Group
Pennsylvania
$451K
JIR
166
James Investment Research
Ohio
$451K
WPC
167
Waters Parkerson & Co
Louisiana
$436K
CS
168
Comerica Securities
Michigan
$427K -$23.6K -465 -5%
IAN
169
Integrated Advisors Network
Texas
$410K -$1.05K -21 -0.3%
JWA
170
JFS Wealth Advisors
Pennsylvania
$407K -$49.7K -990 -11%
SHJ
171
Sharkey, Howes & Javer
Colorado
$406K +$406K +8,096 New
HNB
172
Huntington National Bank
Ohio
$406K -$459K
SGK
173
Steigerwald Gordon & Koch
Virginia
$390K -$50.4K -1,005 -11%
WIM
174
Westside Investment Management
California
$379K -$23K -458 -6%
PO
175
Private Ocean
California
$377K