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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 %
LWANC
251
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.1K 1,591 -1,715 -52%
WT
252
Whittier Trust
California
$90.9K 1,586 – –
AF
253
Allworth Financial
California
$90.6K 1,504 – –
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$90K 1,576 -603 -28%
PWA
255
Provenance Wealth Advisors
Florida
$80.2K 1,400 – –
CFO
256
CVA Family Office
Colorado
$76.7K 1,338 +1 +0.1%
SPIA
257
Steward Partners Investment Advisory
New York
$76.3K 1,332 -526 -28%
IA
258
IFP Advisors
Florida
$74.5K 1,301 – –
BONH
259
Bank of New Hampshire
New Hampshire
$65.9K 1,150 – –
FFA
260
Founders Financial Alliance
North Carolina
$59.6K 1,040 +5 +0.5%
GRP
261
Global Retirement Partners
California
$59.4K 1,037 +15 +1%
CFGS
262
Concourse Financial Group Securities
Alabama
$58.9K 1,028 – –
BCWM
263
Bartlett & Co Wealth Management
Ohio
$57.3K 1,000 – –
BFO
264
Biltmore Family Office
North Carolina
$57.3K 1,000 – –
MCM
265
Manchester Capital Management
Vermont
$57.3K 1,000 – –
JFG
266
JDM Financial Group
Texas
$56.1K 980 – –
WIA
267
Wetzel Investment Advisors
Indiana
$54.3K 941 – –
GWANC
268
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K 919 – –
HPC
269
HM Payson & Co
Maine
$48.7K 850 -29 -3%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$45.4K 792 +792 New
AW
271
Avion Wealth
Texas
$43K 760 – –
FHA
272
First Horizon Advisors
Tennessee
$41.6K 726 +3 +0.4%
HI
273
Harbour Investments
Wisconsin
$40.9K 714 – –
RI
274
Ridgewood Investments
New Jersey
$33.3K 581 +581 New
BIM
275
Breakwater Investment Management
Washington
$32.7K 570 – –
9 10
11
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