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iShares Select U.S. REIT ETF

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
Net Calls
+$1.88M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Shares
Change %
S
176
Sachetta
Massachusetts
$422K
AWM
177
AE Wealth Management
Kansas
$421K +$8.01K +133 +2%
I
178
InvesTrust
Oklahoma
$420K +$420K +7,040 New
WPW
179
Waldron Private Wealth
Pennsylvania
$419K -$46.8K -777 -10%
CAAS
180
Capital Asset Advisory Services
Michigan
$417K +$34.2K +566 +9%
P
181
Pitcairn
Pennsylvania
$416K
Fidelity Investments
182
Fidelity Investments
Massachusetts
$415K +$263K +4,366 +173%
AWM
183
Axxcess Wealth Management
California
$413K +$34.7K +576 +9%
ATC
184
Argent Trust Co
Tennessee
$407K +$6.03K +100 +2%
NB
185
Nicolet Bankshares
Wisconsin
$403K
SGK
186
Steigerwald Gordon & Koch
Virginia
$401K -$2.71K -45 -0.7%
HNB
187
Huntington National Bank
Ohio
$401K -$442K
JWA
188
JFS Wealth Advisors
Pennsylvania
$400K
CTC
189
Central Trust Company
Missouri
$396K -$28.1K -466 -7%
BBNA
190
Bremer Bank National Association
Minnesota
$395K +$20.2K +335 +5%
Stifel Financial
191
Stifel Financial
Missouri
$392K -$536K -8,897 -58%
AIS
192
American Investment Services
Massachusetts
$377K
LFAS
193
Level Four Advisory Services
Texas
$366K -$30.4K -505 -8%
FW
194
Fairway Wealth
Ohio
$366K -$81.9K -1,359 -18%
AT
195
American Trust
Kentucky
$361K +$361K +5,992 New
SSB
196
Sandy Spring Bank
Maryland
$350K -$97.3K -1,614 -22%
OWA
197
Oak Wealth Advisors
Illinois
$347K +$347K +5,752 New
CAG
198
Csenge Advisory Group
Florida
$346K
SS
199
Sunbelt Securities
Texas
$342K -$14.9K -250 -4%
TYCC
200
Texas Yale Capital Corp
Florida
$337K