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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
Morgan Stanley
New York
$89.2M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
BlackRock
New York
$114M

Top Sellers

1
CPA
Capital Planning Advisors
California
$1.03M
2
LPL Financial
LPL Financial
California
$14.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
Wells Fargo
California
$23M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
276
MV Capital Management
Maryland
$50K – – –
HPC
277
HM Payson & Co
Maine
$47.2K – – –
GRP
278
Global Retirement Partners
California
$45.3K +$56 +1 +0.1%
AF
279
Allworth Financial
California
$44K – – –
AW
280
Avion Wealth
Texas
$42K – – –
HI
281
Harbour Investments
Wisconsin
$39.7K -$172K -3,090 -81%
FHA
282
First Horizon Advisors
Tennessee
$39.2K +$167 +3 +0.4%
PMFA
283
Plante Moran Financial Advisors
Michigan
$38.2K – – –
RI
284
Ridgewood Investments
New Jersey
$35.6K – – –
RIA
285
Realta Investment Advisors
Delaware
$34.6K +$34.6K +623 New
HS
286
Horan Securities
United States
$33.7K – – –
FRA
287
Front Row Advisors
California
$33K +$56 +1 +0.2%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$32K +$32K +582 New
AWM
289
Aspire Wealth Management
Massachusetts
$31.9K – – –
Cohen & Steers
290
Cohen & Steers
New York
$31K -$145K -2,581 -82%
CSWM
291
Cassady Schiller Wealth Management
Ohio
$30.7K -$30.6K -550 -50%
MFA
292
McClarren Financial Advisors
Pennsylvania
$30K +$30K +550 New
WT
293
Washington Trust
Rhode Island
$26.7K +$26.7K +480 New
BCM
294
Bourgeon Capital Management
Connecticut
$25.5K – – –
Deutsche Bank
295
Deutsche Bank
Germany
$25K – – –
BLC
296
Brown, Lisle/Cummings
Rhode Island
$24.3K +$111 +2 +0.5%
NOI
297
Newton One Investments
Delaware
$23.9K +$56 +1 +0.2%
BFA
298
BBJS Financial Advisors
Washington
$23.9K – – –
OSNBOA
299
Old Second National Bank of Aurora
Illinois
$22.9K – – –
NRC
300
New Republic Capital
North Carolina
$22.2K – – –
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12
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