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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$125M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.4M
4
FIA
4
Foundations Investment Advisors
Arizona
$26.6M
5
IWP
5
Innova Wealth Partners
Pennsylvania
$2.73M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95.5K – – –
AF
277
Allworth Financial
California
$90.9K – – –
DIP
278
DT Investment Partners
Pennsylvania
$90.4K -$250K -4,154 -73%
PWA
279
Provenance Wealth Advisors
Florida
$84.4K – – –
CFO
280
CVA Family Office
Colorado
$81K +$181 +3 +0.2%
NB
281
NBT Bank
New York
$80.4K – – –
SPIA
282
Steward Partners Investment Advisory
New York
$80.3K – – –
LFG
283
Larson Financial Group
Missouri
$77.4K -$38.2K -634 -33%
BONH
284
Bank of New Hampshire
New Hampshire
$69.3K – – –
FFA
285
Founders Financial Alliance
North Carolina
$63.7K +$542 +9 +0.9%
GRP
286
Global Retirement Partners
California
$62.9K +$181 +3 +0.3%
CFGS
287
Concourse Financial Group Securities
Alabama
$62.1K – – –
BCWM
288
Bartlett & Co Wealth Management
Ohio
$60.3K – – –
MCM
289
Manchester Capital Management
Vermont
$60.3K – – –
BFO
290
Biltmore Family Office
North Carolina
$60.3K – – –
JFG
291
JDM Financial Group
Texas
$59.1K – – –
HI
292
Harbour Investments
Wisconsin
$54.4K +$11.3K +188 +26%
GWANC
293
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.7K – – –
HPC
294
HM Payson & Co
Maine
$51.2K – – –
FFA
295
Farther Finance Advisors
California
$50.7K -$6.03K -100 -11%
AW
296
Avion Wealth
Texas
$45K – – –
FHA
297
First Horizon Advisors
Tennessee
$44.6K +$362 +6 +0.8%
LDB
298
Lee, Danner & Bass
Tennessee
$41K +$41K +680 New
Jones Financial Companies
299
Jones Financial Companies
Missouri
$40.8K +$24K +398 +143%
AssetMark Inc
300
AssetMark Inc
California
$37K +$37K +614 New
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