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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
–
Net Calls
+$1.65M
Net Calls Change
-$1.16M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$16M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.55M
4
BlackRock
BlackRock
New York
+$3.09M
5
KNW
Kesler Norman & Wride
Utah
+$3.02M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$14.1M
2
HT
HAP Trading
New York
-$2.53M
3
BIP
Blueprint Investment Partners
North Carolina
-$2.33M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Castle Wealth Management
Florida
$268K +$268K +4,410 New
NEGWA
252
New England Guild Wealth Advisors
Connecticut
$265K -$27.2K -448 -9%
WCM
253
Windsor Capital Management
Arizona
$265K -$10.3K -169 -4%
HIG
254
Heritage Investment Group
Florida
$258K – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$255K -$29.6K -488 -10%
CI
256
Cordant Inc
Oregon
$253K – – –
OGF
257
Orin Green Financial
California
$250K -$6.53K -106 -3%
KA
258
Klingman & Associates
New York
$246K – – –
SPC
259
Sigma Planning Corp
Michigan
$245K -$359K -5,898 -59%
ACA
260
Atlas Capital Advisors
Wyoming
$245K +$245K +4,029 New
CBN
261
Cadence Bank NA
Texas
$243K – – –
AIA
262
Arbor Investment Advisors
North Carolina
$238K -$7.34K -121 -3%
PA
263
Parallel Advisors
California
$237K – – –
AWM
264
Avaii Wealth Management
Wisconsin
$237K +$12.5K +206 +6%
SSB
265
Sandy Spring Bank
Maryland
$232K +$18.9K +311 +9%
HI
266
Harbour Investments
Wisconsin
$231K +$231K +3,804 New
BF
267
BOK Financial
Oklahoma
$230K -$7K -115 -3%
CPIG
268
Chicago Partners Investment Group
Illinois
$230K -$5.66K -86 -2%
WSTAM
269
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
DSA
270
Droms Strauss Advisors
Missouri
$226K – – –
DAS
271
Dynamic Advisor Solutions
Arizona
$224K +$224K +3,683 New
FAG
272
Fortitude Advisory Group
Washington
$220K -$59.9K -984 -21%
AAS
273
Ameritas Advisory Services
Nebraska
$220K -$1.82K -30 -0.8%
PIFP
274
Partners in Financial Planning
Virginia
$220K – – –
BCM
275
Brookstone Capital Management
Illinois
$216K -$27K -441 -11%
9 10
11
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