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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DPI
176
Diversified Portfolios Inc
Michigan
$328K -$89.8K -1,960 -21%
EWM
177
Evercore Wealth Management
New York
$321K
PJB
178
Paul John Balson
California
$321K +$321K +7,008 New
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$316K -$32K -700 -9%
VFA
180
Voya Financial Advisors
Connecticut
$314K -$68.3K -1,454 -18%
AWM
181
AE Wealth Management
Kansas
$310K +$310K +6,762 New
Prudential Financial
182
Prudential Financial
New Jersey
$305K +$48.8K +1,066 +19%
GCA
183
Gradient Capital Advisors
California
$300K
RFN
184
RDA Financial Network
Iowa
$300K +$61.9K +1,352 +26%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$296K +$39.9K +872 +16%
CT
186
Coastline Trust
Rhode Island
$292K
AF
187
Advisornet Financial
Minnesota
$287K -$314K -6,862 -52%
WCM
188
Windsor Capital Management
Arizona
$287K -$51.7K -1,130 -15%
BRWA
189
B. Riley Wealth Advisors
Florida
$287K +$41.8K +912 +17%
AIS
190
American Investment Services
Massachusetts
$281K -$5.03K -110 -2%
NEGWA
191
New England Guild Wealth Advisors
Connecticut
$280K -$19.1K -418 -6%
NCM
192
New Capital Management
Texas
$277K -$1.01K -22 -0.4%
HIC
193
Holderness Investments Company
North Carolina
$274K -$266K -5,800 -49%
SFS
194
Summit Financial Strategies
Ohio
$268K -$212K -4,626 -44%
TYCC
195
Texas Yale Capital Corp
Florida
$256K
MAFM
196
Mid Atlantic Financial Management
Pennsylvania
$247K +$5.77K +126 +2%
SFA
197
Sequoia Financial Advisors
Ohio
$241K
Neuberger Berman Group
198
Neuberger Berman Group
New York
$240K
SPC
199
Sigma Planning Corp
Michigan
$238K +$29.4K +642 +14%
WIA
200
Wealthstreet Investment Advisors
Texas
$232K