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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$85.5M
2
KAS
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
Wells Fargo
California
$13.8M
4
SERBOO
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
226
Choreo LLC
Illinois
$248K -$19.5K -317 -7%
CB
227
Cadence Bank
Mississippi
$246K – – –
Brown Advisory
228
Brown Advisory
Maryland
$241K -$3.38K -55 -1%
WSFS
229
Wilmington Savings Fund Society
Delaware
$238K – – –
SCA
230
Sage Capital Advisors
South Dakota
$235K +$235K +3,825 New
RZH
231
Relyea Zuckerberg Hanson
Connecticut
$234K – – –
HNWAG
232
High Net Worth Advisory Group
Florida
$234K – – –
MCM
233
MAI Capital Management
Ohio
$229K -$31.4K -510 -12%
DSA
234
Droms Strauss Advisors
Missouri
$229K – – –
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$227K – – –
PA
236
PFG Advisors
Arizona
$222K +$6.15K +100 +3%
ARC
237
Advisor Resource Council
Texas
$215K +$215K +3,488 New
WCM
238
Windsor Capital Management
Arizona
$213K -$5.29K -86 -2%
TDWM
239
Topel & Distasi Wealth Management
California
$213K +$1.35K +22 +0.6%
OGF
240
Orin Green Financial
California
$213K +$213K +3,643 New
FAG
241
Fortitude Advisory Group
Washington
$213K – – –
PIFP
242
Partners in Financial Planning
Virginia
$212K – – –
MFG
243
Merit Financial Group
Georgia
$212K +$2.22K +36 +1%
FCI
244
Financial Counselors Inc
Kansas
$211K +$211K +3,430 New
NSIM
245
North Star Investment Management
Illinois
$209K – – –
CPA
246
Cardiff Park Advisors
California
$209K – – –
CWM
247
Castle Wealth Management
Florida
$206K – – –
PWA
248
Physician Wealth Advisors
Utah
$203K -$3.14K -51 -2%
TCG
249
Transcendent Capital Group
Oklahoma
$201K -$15.6K -254 -7%
PWMG
250
Private Wealth Management Group
New Jersey
$171K – – –
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