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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
IFG Advisory
Georgia
$8.07M
2
BlackRock
BlackRock
New York
$134M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
Morgan Stanley
New York
$74.8M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
Wells Fargo
California
$24.6M
3
GM
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.95M
5
OCM
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
276
Whittier Trust
California
$85K – – –
QCG
277
Quadrant Capital Group
Ohio
$76K +$76K +1,418 New
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$74K -$23K -428 -24%
GT
279
Glenmede Trust
Pennsylvania
$73K – – –
SWM
280
Selective Wealth Management
Virginia
$71K -$12.2K -228 -15%
CFO
281
CVA Family Office
Colorado
$71K – – –
BC
282
Bartlett & Co
Ohio
$70K – – –
FHA
283
First Horizon Advisors
Tennessee
$70K +$373 +7 +0.5%
BCWM
284
Bartlett & Co Wealth Management
Ohio
$69.8K – – –
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$69K +$69K +1,289 New
PP
286
Pacifica Partners
Canada
$67K – – –
LFG
287
Larson Financial Group
Missouri
$66K +$53.5K +1,002 +426%
SWA
288
SOA Wealth Advisors
New York
$62K – – –
BONH
289
Bank of New Hampshire
New Hampshire
$62K – – –
IFA
290
Interactive Financial Advisors
Illinois
$58K -$2.05K -38 -3%
CFGS
291
Concourse Financial Group Securities
Alabama
$55K – – –
BFO
292
Biltmore Family Office
North Carolina
$54K – – –
CIA
293
Choate Investment Advisors
Massachusetts
$50K – – –
TWA
294
TCI Wealth Advisors
Arizona
$49K – – –
HPC
295
HM Payson & Co
Maine
$46K – – –
ME
296
McIlrath & Eck
Washington
$45K – – –
CWC
297
Carolinas Wealth Consulting
North Carolina
$45K – – –
LDFR
298
Lehman & Derafelo Financial Resources
Pennsylvania
$43K – – –
EW
299
Evoke Wealth
California
$43K – – –
TPCW
300
TD Private Client Wealth
New York
$42.2K +$107 +2 +0.3%
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12
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