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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 %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$675K -$86.2K -1,469 -11%
Truist Financial
152
Truist Financial
North Carolina
$638K -$163K -2,769 -20%
EWA
153
EP Wealth Advisors
California
$637K -$84.2K -1,433 -12%
AIM
154
Acropolis Investment Management
Missouri
$605K -$283K -4,814 -32%
TRCT
155
Tower Research Capital (TRC)
New York
$591K +$8.87K +151 +2%
RFG
156
Range Financial Group
Oregon
$578K +$763 +13 +0.1%
CTC
157
Central Trust Company
Missouri
$576K -$11.3K -193 -2%
WPW
158
Waldron Private Wealth
Pennsylvania
$575K -$151K -2,565 -21%
GT
159
Glenview Trust
Kentucky
$558K +$10.8K +184 +2%
FTS
160
Fifth Third Securities
Ohio
$555K -$47.7K -813 -8%
TWM
161
Tolleson Wealth Management
Texas
$552K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$536K -$8.58K -146 -2%
AWM
163
AE Wealth Management
Kansas
$530K -$48K -848 -8%
Vanguard Group
164
Vanguard Group
Pennsylvania
$529K
JIR
165
James Investment Research
Ohio
$529K
FTUS
166
Flow Traders U.S.
New York
$510K +$510K +8,679 New
RJT
167
Raymond James Trust
Florida
$510K +$72.6K +1,237 +17%
WPC
168
Waters Parkerson & Co
Louisiana
$507K -$3.82K -65 -0.7%
IAN
169
Integrated Advisors Network
Texas
$494K +$12.9K +220 +3%
SHJ
170
Sharkey, Howes & Javer
Colorado
$475K
CAM
171
Cozad Asset Management
Illinois
$473K +$174K +2,970 +58%
FW
172
Fairway Wealth
Ohio
$455K +$455K +7,749 New
DWM
173
Dakota Wealth Management
Florida
$432K -$329K -5,603 -43%
SGK
174
Steigerwald Gordon & Koch
Virginia
$432K -$24.7K -420 -5%
Charles Schwab
175
Charles Schwab
California
$426K +$154K +2,629 +57%