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iShares Select U.S. REIT ETF

340 hedge funds and large institutions have $1.36B invested in iShares Select U.S. REIT ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+19
Holders Change %
+5.92%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
51
Increased
89
Reduced
126
Closed
26
Calls
$42K
Puts
$12K
Net Calls
+$30K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
201
ARS Investment Partners
New York
$308K
SXL
202
Summit X LLC
Missouri
$306K +$38.1K +745 +14%
SSB
203
Sandy Spring Bank
Maryland
$305K +$95K +1,617 +45%
EWM
204
Evercore Wealth Management
New York
$300K
Neuberger Berman Group
205
Neuberger Berman Group
New York
$292K
CMP
206
Courage Miller Partners
Virginia
$292K -$48.6K -827 -14%
SAM
207
Silvercrest Asset Management
New York
$291K -$22.3K -380 -7%
MG
208
Mather Group
Illinois
$283K -$2.06K -35 -0.7%
CAAS
209
Capital Asset Advisory Services
Michigan
$275K -$3.23K -55 -1%
AWM
210
Axxcess Wealth Management
California
$275K +$5.46K +93 +2%
AWA
211
Arkadios Wealth Advisors
Georgia
$274K -$26K -442 -9%
SIAP
212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$272K +$17.6K +300 +7%
HTIM
213
Harbour Trust & Investment Management
Indiana
$265K +$265K +4,514 New
NPT
214
Nixon Peabody Trust
Massachusetts
$261K +$261K +4,452 New
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$261K -$26.5K -452 -9%
PIAS
216
PCA Investment Advisory Services
Ohio
$259K -$31.1K -529 -11%
LW
217
Linscomb Wealth
Texas
$259K +$259K +4,410 New
CL
218
Choreo LLC
Illinois
$257K +$2.35K +40 +0.9%
MFG
219
Merit Financial Group
Georgia
$251K -$40.9K -696 -14%
WW
220
Westshore Wealth
California
$250K +$250K +4,251 New
SCM
221
Saxony Capital Management
Missouri
$247K +$247K +4,212 New
AIA
222
Arbor Investment Advisors
North Carolina
$247K +$2K +34 +0.8%
WCM
223
Windsor Capital Management
Arizona
$247K +$998 +17 +0.4%
CI
224
Cordant Inc
Oregon
$244K
JPG
225
Jordan Park Group
California
$243K