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iShares Select U.S. REIT ETF

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
Net Calls
+$328K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
Satovsky Asset Management
New York
$314K +$1.56K +28 +0.5%
LGWM
202
Litman Gregory Wealth Management
California
$314K +$314K +5,648 New
SS
203
Sunbelt Securities
Texas
$312K -$23.5K -433 -7%
TYCC
204
Texas Yale Capital Corp
Florida
$311K
Neuberger Berman Group
205
Neuberger Berman Group
New York
$307K
LFAS
206
Level Four Advisory Services
Texas
$300K
CL
207
Choreo LLC
Illinois
$298K +$298K +5,359 New
BOM
208
Bank of Marin
California
$296K +$2.33K +42 +0.8%
SFA
209
Sequoia Financial Advisors
Ohio
$293K
AIP
210
ARS Investment Partners
New York
$292K
DC
211
Darrow Company
Massachusetts
$291K +$291K +5,236 New
TCM
212
True Capital Management
California
$286K -$4.28K -77 -1%
EWM
213
Evercore Wealth Management
New York
$283K
RJT
214
Raymond James Trust
Florida
$283K -$87.9K -1,583 -24%
AWM
215
Avaii Wealth Management
Wisconsin
$275K +$35.3K +635 +15%
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K -$5.5K -99 -2%
Charles Schwab
217
Charles Schwab
California
$274K -$665K -11,980 -71%
CAM
218
Cozad Asset Management
Illinois
$273K
MG
219
Mather Group
Illinois
$268K
VIA
220
Vickerman Investment Advisors
Washington
$266K -$1.31M -23,578 -83%
ATC
221
Argent Trust Co
Tennessee
$260K
AAS
222
Ameritas Advisory Services
Nebraska
$253K +$19.6K +356 +8%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$239K -$16K -287 -6%
ASN
224
Advisory Services Network
Georgia
$238K -$21.9K -395 -8%
WCM
225
Windsor Capital Management
Arizona
$236K -$2.28K -41 -1%