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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
4.98%
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 %
WIM
176
Westside Investment Management
California
$426K -$17.8K -303 -4%
EIP
177
Ellis Investment Partners
Pennsylvania
$415K -$14.5K -247 -3%
S
178
Sachetta
Massachusetts
$411K +$411K +7,000 New
PO
179
Private Ocean
California
$406K -$34.6K -589 -8%
GT
180
Glenmede Trust
Pennsylvania
$405K +$325K +5,533 +405%
P
181
Pitcairn
Pennsylvania
$405K
NB
182
Nicolet Bankshares
Wisconsin
$392K
AIS
183
American Investment Services
Massachusetts
$384K
SWP
184
Stratos Wealth Partners
Ohio
$383K +$14.2K +242 +4%
JWA
185
JFS Wealth Advisors
Pennsylvania
$376K -$100K -1,711 -21%
PWM
186
Perigon Wealth Management
California
$375K +$14.3K +244 +4%
BBNA
187
Bremer Bank National Association
Minnesota
$374K -$1.35K -23 -0.4%
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$366K
CWP
189
Corepath Wealth Partners
Arizona
$359K
SAM
190
SP Asset Management
California
$354K +$7.46K +127 +2%
DPI
191
Diversified Portfolios Inc
Michigan
$350K -$15K -255 -4%
HNB
192
Huntington National Bank
Ohio
$347K -$406K
CAG
193
Csenge Advisory Group
Florida
$338K
FI
194
Financial Insights
Washington
$336K -$70.2K -1,196 -17%
Cohen & Steers
195
Cohen & Steers
New York
$335K +$147K +2,510 +79%
LFAS
196
Level Four Advisory Services
Texas
$333K +$352 +6 +0.1%
TYCC
197
Texas Yale Capital Corp
Florida
$329K
SS
198
Sunbelt Securities
Texas
$328K -$35.5K -605 -10%
HIC
199
Holderness Investments Company
North Carolina
$311K
SFA
200
Sequoia Financial Advisors
Ohio
$310K