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iShares Select U.S. REIT ETF

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
SGK
176
Steigerwald Gordon & Koch
Virginia
$416K -$8.66K -150 -2%
S
177
Sachetta
Massachusetts
$411K
EIP
178
Ellis Investment Partners
Pennsylvania
$402K -$5.37K -93 -1%
PO
179
Private Ocean
California
$399K
P
180
Pitcairn
Pennsylvania
$398K
BBNA
181
Bremer Bank National Association
Minnesota
$397K +$29.5K +511 +8%
SWP
182
Stratos Wealth Partners
Ohio
$394K +$18.4K +319 +5%
NB
183
Nicolet Bankshares
Wisconsin
$385K
VFA
184
Valeo Financial Advisors
Indiana
$383K +$383K +7,106 New
AIS
185
American Investment Services
Massachusetts
$377K
JWA
186
JFS Wealth Advisors
Pennsylvania
$369K
Renaissance Technologies
187
Renaissance Technologies
New York
$369K +$369K +6,400 New
WW
188
Westshore Wealth
California
$355K +$110K +1,898 +45%
SAM
189
SP Asset Management
California
$350K +$1.56K +27 +0.4%
AIM
190
Acropolis Investment Management
Missouri
$350K -$245K -4,252 -41%
DPI
191
Diversified Portfolios Inc
Michigan
$344K
SSB
192
Sandy Spring Bank
Maryland
$340K +$40.1K +695 +13%
LFAS
193
Level Four Advisory Services
Texas
$333K
CAG
194
Csenge Advisory Group
Florida
$332K
GJIA
195
Glass Jacobson Investment Advisors
Maryland
$330K -$29.1K -505 -8%
DIP
196
DT Investment Partners
Pennsylvania
$326K +$240K +4,154 +277%
TYCC
197
Texas Yale Capital Corp
Florida
$323K
SS
198
Sunbelt Securities
Texas
$322K
AWM
199
Axxcess Wealth Management
California
$313K +$42.5K +737 +16%
HIC
200
Holderness Investments Company
North Carolina
$306K