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iShares Select U.S. REIT ETF

301 hedge funds and large institutions have $982M invested in iShares Select U.S. REIT ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-12
Holders Change %
-3.83%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
25
Increased
73
Reduced
118
Closed
36
Calls
$222K
Puts
$242K
Net Calls
-$20K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
HB
201
Homrich & Berg
Georgia
$212K +$212K +4,200 New
CA
202
Cetera Advisors
Colorado
$211K +$211K +4,190 New
DIP
203
DT Investment Partners
Pennsylvania
$209K +$209K +4,142 New
NEGWA
204
New England Guild Wealth Advisors
Connecticut
$208K -$99.8K -1,982 -32%
CAL
205
Capital Analysts LLC
Pennsylvania
$208K -$42.2K -838 -17%
RJT
206
Raymond James Trust
Florida
$203K -$47.7K -944 -19%
CA
207
Clearstead Advisors
Ohio
$202K
BWA
208
Beam Wealth Advisors
Louisiana
$202K +$202K +3,912 New
CBN
209
Cadence Bank NA
Texas
$202K +$202K +4,000 New
CCM
210
Colorado Capital Management
Colorado
$189K
NSIM
211
North Star Investment Management
Illinois
$171K
PCG
212
Private Capital Group
Connecticut
$169K
SNT
213
Security National Trust
West Virginia
$151K
JWM
214
Janiczek Wealth Management
Colorado
$140K +$140K +2,780 New
SSB
215
Sandy Spring Bank
Maryland
$138K +$40.8K +814 +42%
RWA
216
Ropes Wealth Advisors
Massachusetts
$137K
CFO
217
CVA Family Office
Colorado
$137K +$202 +4 +0.1%
William Blair & Company
218
William Blair & Company
Illinois
$134K +$33.6K +664 +33%
Franklin Resources
219
Franklin Resources
California
$127K +$127K +2,500 New
GWM
220
Geneos Wealth Management
Colorado
$119K -$5.18K -106 -4%
SF
221
Synovus Financial
Georgia
$115K -$48K -952 -29%
HFA
222
HC Financial Advisors
California
$104K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$104K +$9.09K +180 +10%
APA
224
American Portfolios Advisors
New York
$104K -$2.02K -40 -2%
MFT
225
Moisand Fitzgerald Tamayo
Florida
$98K