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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 %
AWM
251
Avaii Wealth Management
Wisconsin
$204K 3,092 +3,092 New
SWA
252
Strata Wealth Advisors
Texas
$202K 3,060 +3,060 New
GWM
253
Geneos Wealth Management
Colorado
$185K 2,806 +735 +35%
PWMG
254
Private Wealth Management Group
New Jersey
$183K 2,775 +1,100 +66%
CAL
255
Capital Advisors Ltd
Ohio
$167K 2,530 – –
Fidelity Investments
256
Fidelity Investments
Massachusetts
$166K 2,520 +139 +6%
Franklin Resources
257
Franklin Resources
California
$161K 2,500 – –
CA
258
Continuum Advisory
Idaho
$144K 2,281 – –
PA
259
Parallel Advisors
California
$143K 2,166 – –
NS
260
NBC Securities
Alabama
$141K 2,147 +4 +0.2%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$138K 2,135 +1,343 +170%
William Blair & Company
262
William Blair & Company
Illinois
$133K 2,016 -1,240 -38%
LFG
263
Larson Financial Group
Missouri
$126K 1,918 +2 +0.1%
OC
264
Oarsman Capital
Wisconsin
$126K 1,905 +1,905 New
MFT
265
Moisand Fitzgerald Tamayo
Florida
$119K 1,805 – –
AF
266
Advisornet Financial
Minnesota
$109K 1,651 +4 +0.2%
BF
267
BOK Financial
Oklahoma
$108K 1,678 +1,678 New
OWP
268
ORG Wealth Partners
Texas
$108K 1,636 +1,636 New
CP
269
Castleview Partners
Texas
$107K 1,618 -41 -2%
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K 1,592 +1 +0.1%
WT
271
Whittier Trust
California
$105K 1,586 – –
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K 1,576 +1,576 New
AF
273
Allworth Financial
California
$99.1K 1,504 – –
PWA
274
Provenance Wealth Advisors
Florida
$92.3K 1,400 – –
TRCT
275
Tower Research Capital (TRC)
New York
$91.4K 1,387 -6,287 -82%
9 10
11
12 13