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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
276
Cassady Schiller Wealth Management
Ohio
$28K – – –
FRA
277
Front Row Advisors
California
$27.5K -$2.23K -44 -8%
MFA
278
McClarren Financial Advisors
Pennsylvania
$27K – – –
CB
279
CNB Bank
Pennsylvania
$25.1K +$25.1K +500 New
WT
280
Washington Trust
Rhode Island
$24.1K – – –
BCM
281
Bourgeon Capital Management
Connecticut
$23K – – –
BLC
282
Brown, Lisle/Cummings
Rhode Island
$21.9K – – –
NOI
283
Newton One Investments
Delaware
$21.6K – – –
BFA
284
BBJS Financial Advisors
Washington
$21.6K – – –
OSNBOA
285
Old Second National Bank of Aurora
Illinois
$20.7K – – –
AIM
286
Anchor Investment Management
South Carolina
$18.6K – – –
AA
287
Ancora Advisors
Ohio
$17.7K – – –
ME
288
McIlrath & Eck
Washington
$16.6K – – –
WP
289
WealthShield Partners
North Carolina
$15.6K – – –
HR
290
Howe & Rusling
New York
$15K – – –
SSWM
291
Sheets Smith Wealth Management
North Carolina
$15K +$15K +300 New
CSC
292
Caldwell Sutter Capital
California
$14.5K – – –
AFS
293
Annapolis Financial Services
Maryland
$13.4K – – –
HPIA
294
Hamilton Point Investment Advisors
North Carolina
$11.2K – – –
WWP
295
WR Wealth Planners
Missouri
$10K – – –
AWM
296
AllSquare Wealth Management
New York
$9.41K +$50 +1 +0.5%
CG
297
Cutler Group
California
$9K +$9K +199 New
CT
298
Cambridge Trust
Massachusetts
$8.78K – – –
MRCM
299
M&R Capital Management
New Jersey
$8.33K – – –
TSWM
300
Tyler-Stone Wealth Management
Ohio
$7K -$22.1K -442 -76%
10 11
12
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