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iShares Select U.S. REIT ETF

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$404K +$12.2K +213 +3%
SGK
177
Steigerwald Gordon & Koch
Virginia
$402K -$10.9K -190 -3%
AWM
178
AE Wealth Management
Kansas
$401K -$36.7K -640 -8%
PO
179
Private Ocean
California
$396K
P
180
Pitcairn
Pennsylvania
$395K
NB
181
Nicolet Bankshares
Wisconsin
$383K
LFAS
182
Level Four Advisory Services
Texas
$381K +$56.2K +981 +17%
AIS
183
American Investment Services
Massachusetts
$359K -$15.6K -273 -4%
WW
184
Westshore Wealth
California
$354K +$2.01K +35 +0.6%
CAAS
185
Capital Asset Advisory Services
Michigan
$350K +$39.2K +684 +13%
AWM
186
Axxcess Wealth Management
California
$349K +$38.1K +665 +12%
SAM
187
SP Asset Management
California
$349K +$1.6K +28 +0.5%
DPI
188
Diversified Portfolios Inc
Michigan
$342K
EIP
189
Ellis Investment Partners
Pennsylvania
$332K -$67.8K -1,183 -17%
CAG
190
Csenge Advisory Group
Florida
$329K
DIP
191
DT Investment Partners
Pennsylvania
$324K
TYCC
192
Texas Yale Capital Corp
Florida
$321K
SS
193
Sunbelt Securities
Texas
$320K
SSB
194
Sandy Spring Bank
Maryland
$313K -$23.9K -417 -7%
RSWM
195
Robertson Stephens Wealth Management
California
$304K +$304K +5,303 New
HIC
196
Holderness Investments Company
North Carolina
$304K
SFA
197
Sequoia Financial Advisors
Ohio
$302K
AIP
198
ARS Investment Partners
New York
$301K
AWM
199
Accel Wealth Management
Iowa
$297K +$87.1K +1,520 +41%
EWM
200
Evercore Wealth Management
New York
$292K