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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.5M
2
CAM
Cresset Asset Management
Illinois
+$5.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.82M
4
CCWM
Cassaday & Co Wealth Management
Virginia
+$3.47M
5
BlackRock
BlackRock
New York
+$3.44M

Top Sellers

1
CPA
Capital Planning Advisors
California
-$9.07M
2
LPL Financial
LPL Financial
California
-$6.69M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$5.07M
4
Wells Fargo
Wells Fargo
California
-$3.22M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
OGF
226
Orin Green Financial
California
$225K – – –
LW
227
Linscomb Wealth
Texas
$220K -$108K -1,940 -33%
AWM
228
Avaii Wealth Management
Wisconsin
$220K -$55.6K -1,000 -20%
CWC
229
Carolinas Wealth Consulting
North Carolina
$215K +$667 +12 +0.3%
FWCM
230
Ferguson Wellman Capital Management
Oregon
$213K -$8.56K -154 -4%
FAG
231
Fortitude Advisory Group
Washington
$212K +$7.28K +131 +4%
SSB
232
Sandy Spring Bank
Maryland
$211K -$2.83K -51 -1%
HNWAG
233
High Net Worth Advisory Group
Florida
$211K – – –
AC
234
Apella Capital
Connecticut
$211K +$211K +3,797 New
DSA
235
Droms Strauss Advisors
Missouri
$210K – – –
SIAP
236
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K – – –
CPIG
237
Chicago Partners Investment Group
Illinois
$206K -$2.36K -42 -1%
IWC
238
Integrated Wealth Concepts
Massachusetts
$206K -$133K -2,402 -39%
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$201K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$192K -$13.1K -235 -6%
NSIM
241
North Star Investment Management
Illinois
$189K – – –
CPA
242
Cardiff Park Advisors
California
$189K – – –
OP
243
ORG Partners
Indiana
$158K +$158K +2,834 New
DI
244
Disciplined Investments
Oklahoma
$156K -$911K -16,394 -85%
JWM
245
Janiczek Wealth Management
Colorado
$154K – – –
HBW
246
Hazlett, Burt & Watson
West Virginia
$147K +$557 +10 +0.4%
Franklin Resources
247
Franklin Resources
California
$139K – – –
William Blair & Company
248
William Blair & Company
Illinois
$135K – – –
BF
249
BOK Financial
Oklahoma
$120K – – –
GWM
250
Geneos Wealth Management
Colorado
$119K – – –
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