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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$125M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.37M
3
Morgan Stanley
Morgan Stanley
New York
$96.4M
4
FIA
Foundations Investment Advisors
Arizona
$26.6M
5
IWP
Innova Wealth Partners
Pennsylvania
$2.73M

Top Sellers

1
BlackRock
BlackRock
New York
$11.5M
2
CA
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$15.1M
4
PAG
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
Cerity Partners
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$255K -$7.95K -132 -3%
CI
227
Cordant Inc
Oregon
$251K – – –
JPG
228
Jordan Park Group
California
$249K – – –
GCA
229
Gradient Capital Advisors
California
$248K – – –
EWM
230
Evercore Wealth Management
New York
$247K – – –
CB
231
Cadence Bank
Mississippi
$241K -$3.62K -60 -1%
Brown Advisory
232
Brown Advisory
Maryland
$239K +$34.5K +573 +17%
WSFS
233
Wilmington Savings Fund Society
Delaware
$233K -$3.25K -54 -1%
RZH
234
Relyea Zuckerberg Hanson
Connecticut
$229K – – –
HNWAG
235
High Net Worth Advisory Group
Florida
$229K – – –
Russell Investments Group
236
Russell Investments Group
United Kingdom
$229K +$3.13K +52 +1%
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$227K -$15.5K -258 -6%
DSA
238
Droms Strauss Advisors
Missouri
$224K – – –
Jane Street
239
Jane Street
New York
$223K +$223K +3,703 New
OGF
240
Orin Green Financial
California
$220K -$240K -3,643 Closed
FAG
241
Fortitude Advisory Group
Washington
$219K – – –
WCM
242
Windsor Capital Management
Arizona
$214K +$241 +4 +0.1%
TCG
243
Transcendent Capital Group
Oklahoma
$212K -$76.4K -1,268 -26%
Charles Schwab
244
Charles Schwab
California
$212K +$212K +3,513 New
SHJ
245
Sharkey, Howes & Javer
Colorado
$212K – – –
PA
246
PFG Advisors
Arizona
$211K +$3.92K +65 +2%
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
PIFP
248
Partners in Financial Planning
Virginia
$208K – – –
TDWM
249
Topel & Distasi Wealth Management
California
$207K – – –
MFG
250
Merit Financial Group
Georgia
$205K -$29.4K -488 -13%
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