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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAG
226
Fortitude Advisory Group
Washington
$208K 3,627 – –
TDWM
227
Topel & Distasi Wealth Management
California
$204K 3,564 – –
CFG
228
Citizens Financial Group
Rhode Island
$204K 3,562 +3,562 New
PWA
229
Physician Wealth Advisors
Utah
$202K 3,351 +3,351 New
Charles Schwab
230
Charles Schwab
California
$202K 3,528 -935 -21%
NSIM
231
North Star Investment Management
Illinois
$195K 3,400 – –
CPA
232
Cardiff Park Advisors
California
$195K 3,400 – –
William Blair & Company
233
William Blair & Company
Illinois
$187K 3,256 -362 -10%
Bessemer Group
234
Bessemer Group
New Jersey
$183K 3,200 +1,000 +45%
AIM
235
Acropolis Investment Management
Missouri
$182K 3,174 -2,884 -48%
JWM
236
Janiczek Wealth Management
Colorado
$159K 2,780 – –
Simplex Trading
237
Simplex Trading
Illinois
$156K 2,725 +710 +35%
CAL
238
Capital Advisors Ltd
Ohio
$145K 2,530 – –
Franklin Resources
239
Franklin Resources
California
$143K 2,500 – –
Fidelity Investments
240
Fidelity Investments
Massachusetts
$136K 2,381 -24 -1%
CA
241
Continuum Advisory
Idaho
$131K 2,281 – –
PA
242
Parallel Advisors
California
$124K 2,166 – –
NS
243
NBC Securities
Alabama
$122K 2,143 -98 -4%
GWM
244
Geneos Wealth Management
Colorado
$119K 2,071 -142 -6%
LFG
245
Larson Financial Group
Missouri
$110K 1,916 +671 +54%
MFT
246
Moisand Fitzgerald Tamayo
Florida
$103K 1,805 – –
PWMG
247
Private Wealth Management Group
New Jersey
$96K 1,675 – –
CP
248
Castleview Partners
Texas
$95K 1,659 +7 +0.4%
AF
249
Advisornet Financial
Minnesota
$94.3K 1,647 +398 +32%
OP
250
ORG Partners
Indiana
$93.8K 1,652 +1,652 New
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10
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