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iShares Select U.S. REIT ETF

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
201
Nicolet Bankshares
Wisconsin
$406K
CMP
202
Courage Miller Partners
Virginia
$399K -$46.6K -766 -10%
FWTB
203
First Western Trust Bank
Colorado
$399K
OAM
204
Oak Asset Management
California
$399K +$399K +6,559 New
DPI
205
Diversified Portfolios Inc
Michigan
$395K -$4.55K -75 -1%
FA
206
FDx Advisors
Illinois
$388K -$18.4K -302 -5%
SAM
207
Silvercrest Asset Management
New York
$387K
RF
208
Rollins Financial
Georgia
$385K +$161K +2,644 +72%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$384K -$24.3K -400 -6%
AC
210
Apella Capital
Connecticut
$377K -$99.4K -1,637 -21%
GCA
211
Gradient Capital Advisors
California
$377K
ARC
212
Advisor Resource Council
Texas
$376K +$376K +6,188 New
BOM
213
Bank of Marin
California
$373K +$48.9K +805 +15%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$371K -$98.1K -1,614 -21%
EWM
215
Evercore Wealth Management
New York
$371K
Neuberger Berman Group
216
Neuberger Berman Group
New York
$366K
HIC
217
Holderness Investments Company
North Carolina
$364K
TA
218
Tiedemann Advisors
New York
$361K
ATC
219
Argent Trust Co
Tennessee
$360K +$88K +1,448 +32%
TBWA
220
Three Bridge Wealth Advisors
California
$354K
LW
221
Linscomb Wealth
Texas
$353K +$61 +1 +0%
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$351K
BRWA
223
B. Riley Wealth Advisors
Florida
$350K +$790 +13 +0.2%
CAG
224
Csenge Advisory Group
Florida
$349K +$33.1K +545 +10%
JPG
225
Jordan Park Group
California
$347K