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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

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

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
4
BlackRock
BlackRock
New York
$145M
5
KNW
Kesler Norman & Wride
Utah
$3.02M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$110K
2
HT
HAP Trading
New York
$0
3
BIP
Blueprint Investment Partners
North Carolina
$3.21M
4
Osaic Holdings
Osaic Holdings
Arizona
$13.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$930K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWM
226
Brown Miller Wealth Management
Virginia
$347K – – –
BOTW
227
Bank of the West
California
$341K -$39.5K -650 -10%
TYCC
228
Texas Yale Capital Corp
Florida
$340K – – –
SAM
229
Satovsky Asset Management
New York
$335K +$1.09K +18 +0.3%
AIS
230
American Investment Services
Massachusetts
$331K -$17.5K -289 -5%
SSCA
231
South Shore Capital Advisors
Massachusetts
$330K +$365 +6 +0.1%
SPIA
232
Steward Partners Investment Advisory
New York
$329K – – –
LFAS
233
Level Four Advisory Services
Texas
$328K +$12.4K +204 +4%
First Trust Advisors
234
First Trust Advisors
Illinois
$326K +$41K +675 +14%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$324K -$8.81K -145 -3%
ASN
236
Advisory Services Network
Georgia
$319K -$144K -2,374 -31%
LWANC
237
Laurel Wealth Advisors (North Carolina)
North Carolina
$303K +$668 +11 +0.2%
AL
238
Aspiriant LLC
California
$302K – – –
Simplex Trading
239
Simplex Trading
Illinois
$297K -$842K -13,875 -74%
IWP
240
Innova Wealth Partners
Pennsylvania
$294K -$1.14M -18,720 -79%
MG
241
Mather Group
Illinois
$293K +$293K +4,824 New
SWP
242
Stratos Wealth Partners
Ohio
$290K -$2.86K -47 -1%
CT
243
Coastline Trust
Rhode Island
$290K +$1.52K +25 +0.5%
PFA
244
Pure Financial Advisors
California
$289K +$289K +4,758 New
CAM
245
Cozad Asset Management
Illinois
$287K – – –
HNB
246
Huntington National Bank
Ohio
$285K -$323K – –
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$282K +$34K +560 +14%
SHJ
248
Sharkey, Howes & Javer
Colorado
$280K +$6.08K +100 +2%
Wolverine Trading
249
Wolverine Trading
Illinois
$275K +$275K +4,524 New
DL
250
DOHJ LLC
Washington
$268K +$40.2K +663 +18%
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