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iShares Select U.S. REIT ETF

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
201
Sequoia Financial Advisors
Ohio
$304K
CAAS
202
Capital Asset Advisory Services
Michigan
$304K +$41.6K +743 +16%
AIP
203
ARS Investment Partners
New York
$303K
EWM
204
Evercore Wealth Management
New York
$294K
PWM
205
Perigon Wealth Management
California
$290K -$78.2K -1,356 -21%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$287K
CMP
207
Courage Miller Partners
Virginia
$287K
Citadel Advisors
208
Citadel Advisors
Florida
$287K -$3.05M -52,865 -91%
SAM
209
Silvercrest Asset Management
New York
$286K
MG
210
Mather Group
Illinois
$283K
ACA
211
Aptus Capital Advisors
Alabama
$281K +$177K +3,061 +170%
AWA
212
Arkadios Wealth Advisors
Georgia
$270K
AAS
213
Ameritas Advisory Services
Nebraska
$267K +$267K +4,662 New
SIAP
214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K
MCM
215
MAI Capital Management
Ohio
$266K +$266K +4,616 New
PIAS
216
PCA Investment Advisory Services
Ohio
$258K +$3.58K +62 +1%
Charles Schwab
217
Charles Schwab
California
$258K -$161K -2,789 -38%
HTIM
218
Harbour Trust & Investment Management
Indiana
$256K -$4.67K -81 -2%
LW
219
Linscomb Wealth
Texas
$254K
CL
220
Choreo LLC
Illinois
$252K
AIA
221
Arbor Investment Advisors
North Carolina
$243K +$404 +7 +0.2%
CI
222
Cordant Inc
Oregon
$240K
JPG
223
Jordan Park Group
California
$239K
Jane Street
224
Jane Street
New York
$238K +$25.2K +436 +12%
GCA
225
Gradient Capital Advisors
California
$238K