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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
226
Merit Financial Group
Georgia
$257K 3,894 -88 -2%
RZH
227
Relyea Zuckerberg Hanson
Connecticut
$250K 3,800 – –
HNWAG
228
High Net Worth Advisory Group
Florida
$250K 3,800 – –
Russell Investments Group
229
Russell Investments Group
United Kingdom
$247K 3,741 +3,695 +8,033%
DSA
230
Droms Strauss Advisors
Missouri
$245K 3,720 – –
OGF
231
Orin Green Financial
California
$240K 3,643 – –
FAG
232
Fortitude Advisory Group
Washington
$239K 3,627 – –
WCM
233
Windsor Capital Management
Arizona
$234K 3,547 -208 -6%
SHJ
234
Sharkey, Howes & Javer
Colorado
$231K 3,510 -1,222 -26%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$228K 3,462 +3,462 New
PIFP
236
Partners in Financial Planning
Virginia
$227K 3,446 +3,446 New
TDWM
237
Topel & Distasi Wealth Management
California
$227K 3,441 -123 -3%
PA
238
PFG Advisors
Arizona
$227K 3,439 +3,439 New
Brown Advisory
239
Brown Advisory
Maryland
$224K 3,401 +3,401 New
NSIM
240
North Star Investment Management
Illinois
$224K 3,400 – –
CPA
241
Cardiff Park Advisors
California
$224K 3,400 – –
CPIG
242
Chicago Partners Investment Group
Illinois
$222K 3,387 +3,387 New
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$222K 3,369 -5,820 -63%
CWM
244
Castle Wealth Management
Florida
$221K 3,350 +3,350 New
PWA
245
Physician Wealth Advisors
Utah
$219K 3,351 – –
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$215K 3,268 -6,566 -67%
AA
247
Argent Advisors
Louisiana
$211K 3,200 +3,200 New
NRI
248
NFP Retirement Inc
California
$208K 3,157 +3,157 New
CFA
249
Cahill Financial Advisors
Minnesota
$207K 3,133 +3,133 New
KA
250
Klingman & Associates
New York
$206K 3,120 +3,120 New
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