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iShares Select U.S. REIT ETF

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
Net Calls
+$328K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Shares
Change %
PO
176
Private Ocean
California
$417K
FI
177
Financial Insights
Washington
$402K -$7.44K -134 -2%
GCP
178
GSA Capital Partners
United Kingdom
$384K +$384K +6,914 New
P
179
Pitcairn
Pennsylvania
$383K
TCWA
180
Ten Capital Wealth Advisors
Washington
$378K -$53.3K -960 -12%
Bank Julius Baer & Co
181
Bank Julius Baer & Co
Switzerland
$375K -$7.46K -136 -2%
NB
182
Nicolet Bankshares
Wisconsin
$371K
SWP
183
Stratos Wealth Partners
Ohio
$358K -$34.8K -626 -9%
CWP
184
Corepath Wealth Partners
Arizona
$354K
AIS
185
American Investment Services
Massachusetts
$351K
FWTB
186
First Western Trust Bank
Colorado
$347K -$17.4K -314 -5%
PWM
187
Perigon Wealth Management
California
$341K
IWC
188
Integrated Wealth Concepts
Massachusetts
$339K +$10.8K +195 +3%
SXL
189
Summit X LLC
Missouri
$334K -$131K -2,350 -28%
GM
190
GeoWealth Management
Illinois
$328K -$679K -12,233 -67%
LW
191
Linscomb Wealth
Texas
$328K +$5.61K +101 +2%
GCA
192
Gradient Capital Advisors
California
$327K
SAM
193
SP Asset Management
California
$327K -$602K -10,834 -65%
TBWA
194
Three Bridge Wealth Advisors
California
$323K
SAM
195
Silvercrest Asset Management
New York
$323K -$27.8K -500 -8%
CMP
196
Courage Miller Partners
Virginia
$322K -$15K -270 -4%
REMPR
197
Roof Eidam Maycock Peralta (REMP)
California
$321K
CAG
198
Csenge Advisory Group
Florida
$319K
JPG
199
Jordan Park Group
California
$317K
HIC
200
Holderness Investments Company
North Carolina
$317K