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iShares Select U.S. REIT ETF

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
201
Texas Yale Capital Corp
Florida
$311K
HIC
202
Holderness Investments Company
North Carolina
$295K -$22.2K -400 -7%
SFA
203
Sequoia Financial Advisors
Ohio
$293K
AIP
204
ARS Investment Partners
New York
$292K
EWM
205
Evercore Wealth Management
New York
$283K
CAM
206
Cozad Asset Management
Illinois
$283K +$10K +180 +4%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$277K -$30.9K -556 -10%
PIAS
208
PCA Investment Advisory Services
Ohio
$275K +$48.8K +879 +22%
FIS
209
Fischer Investment Strategies
California
$272K +$272K +4,900 New
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$272K -$3.11K -56 -1%
MFG
211
Merit Financial Group
Georgia
$268K +$268K +4,825 New
MG
212
Mather Group
Illinois
$268K
RJT
213
Raymond James Trust
Florida
$259K -$24.1K -434 -9%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$247K +$211K +4,086 +581%
ASN
215
Advisory Services Network
Georgia
$244K +$6.34K +114 +3%
CL
216
Choreo LLC
Illinois
$241K -$57.2K -1,030 -19%
WCM
217
Windsor Capital Management
Arizona
$237K +$167 +3 +0.1%
CAAS
218
Capital Asset Advisory Services
Michigan
$236K +$19.2K +335 +9%
AWM
219
Accel Wealth Management
Iowa
$236K +$228K +4,103 +2,810%
HIG
220
Heritage Investment Group
Florida
$236K
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$234K -$4.27K -77 -2%
AIA
222
Arbor Investment Advisors
North Carolina
$232K +$8K +144 +4%
CI
223
Cordant Inc
Oregon
$231K
PA
224
Parallel Advisors
California
$230K
CB
225
Cadence Bank
Mississippi
$226K