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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
-$49K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$114M
2
US Bancorp
2
US Bancorp
Minnesota
$9.79M
3
KOC
3
Koss-Olinger Consulting
Florida
$6.5M
4
Mariner
4
Mariner
Kansas
$11.6M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$5.66M

Top Sellers

1
BlackRock
1
BlackRock
New York
$101M
2
Bank of America
2
Bank of America
North Carolina
$64.5M
3
IA
3
IFG Advisory
Georgia
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.7M
5
CWM
5
CMH Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cozad Asset Management
Illinois
$269K – – –
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$265K -$178K -3,021 -40%
MG
228
Mather Group
Illinois
$265K – – –
RCAG
229
Rehmann Capital Advisory Group
Michigan
$263K -$45.4K -827 -15%
NEGWA
230
New England Guild Wealth Advisors
Connecticut
$259K -$11K -200 -4%
BOTW
231
Bank of the West
California
$258K -$49.4K -900 -16%
ATC
232
Argent Trust Co
Tennessee
$256K -$79.4K -1,448 -24%
ASN
233
Advisory Services Network
Georgia
$256K -$28.5K -519 -10%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$255K -$26.2K -478 -9%
PAG
235
Private Advisor Group
New Jersey
$253K -$14K -2,192 -5%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$251K -$16.4K -300 -6%
AC
237
Apella Capital
Connecticut
$249K -$68.3K -1,245 -21%
AWM
238
Avaii Wealth Management
Wisconsin
$237K +$18.2K +331 +8%
WCM
239
Windsor Capital Management
Arizona
$236K +$439 +8 +0.2%
HF
240
HRT Financial
New York
$233K +$233K +4,263 New
AAS
241
Ameritas Advisory Services
Nebraska
$233K +$233K +4,244 New
HIG
242
Heritage Investment Group
Florida
$232K – – –
CI
243
Cordant Inc
Oregon
$228K – – –
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$3.49M -63,677 -94%
HSG
245
Helen Stephens Group
Texas
$223K +$223K +4,065 New
CB
246
Cadence Bank
Mississippi
$223K – – –
OGF
247
Orin Green Financial
California
$222K – – –
KA
248
Klingman & Associates
New York
$222K – – –
AIA
249
Arbor Investment Advisors
North Carolina
$221K +$4.66K +85 +2%
HI
250
Harbour Investments
Wisconsin
$221K +$12K +218 +6%
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