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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIG
226
Heritage Investment Group
Florida
$235K – – –
VCM
227
Vivaldi Capital Management
Illinois
$234K -$1.57M -28,328 -87%
CI
228
Cordant Inc
Oregon
$231K – – –
PA
229
Parallel Advisors
California
$230K +$95.5K +1,720 +71%
TNA
230
True North Advisors
Texas
$229K +$229K +4,117 New
HSG
231
Helen Stephens Group
Texas
$227K +$1.06K +19 +0.5%
PIAS
232
PCA Investment Advisory Services
Ohio
$226K +$226K +4,066 New
CB
233
Cadence Bank
Mississippi
$225K – – –
OGF
234
Orin Green Financial
California
$225K – – –
KA
235
Klingman & Associates
New York
$225K – – –
AIA
236
Arbor Investment Advisors
North Carolina
$224K +$389 +7 +0.2%
FWCM
237
Ferguson Wellman Capital Management
Oregon
$222K -$97.4K -1,753 -31%
CWC
238
Carolinas Wealth Consulting
North Carolina
$214K +$833 +15 +0.4%
SSB
239
Sandy Spring Bank
Maryland
$214K +$333 +6 +0.2%
HI
240
Harbour Investments
Wisconsin
$211K -$12.1K -218 -5%
HNWAG
241
High Net Worth Advisory Group
Florida
$211K – – –
CAAS
242
Capital Asset Advisory Services
Michigan
$211K +$211K +3,796 New
SIAP
243
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$210K +3,775 New
UCFA
244
United Capital Financial Advisors
Texas
$208K +$56 +1 +0%
DSA
245
Droms Strauss Advisors
Missouri
$207K – – –
FFN
246
Focus Financial Network
Minnesota
$205K -$1.22K -22 -0.6%
SPIA
247
Steward Partners Investment Advisory
New York
$205K +$4.83K +87 +2%
FAG
248
Fortitude Advisory Group
Washington
$204K – – –
CPIG
249
Chicago Partners Investment Group
Illinois
$204K +$10.4K +189 +5%
NRI
250
NFP Retirement Inc
California
$203K +$203K +3,651 New
8 9
10
11 12