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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
301
McIlrath & Eck
Washington
$26.8K -$19.4K -350 -42%
KM
302
Kalos Management
Georgia
$26.4K – – –
BCM
303
Bourgeon Capital Management
Connecticut
$25.4K – – –
Deutsche Bank
304
Deutsche Bank
Germany
$25K -$6.67K -120 -21%
BLC
305
Brown, Lisle/Cummings
Rhode Island
$24.2K +$111 +2 +0.5%
BFA
306
BBJS Financial Advisors
Washington
$23.9K – – –
NOI
307
Newton One Investments
Delaware
$23.8K +$111 +2 +0.5%
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$22.9K – – –
NRC
309
New Republic Capital
North Carolina
$22.2K +$22.2K +400 New
HWA
310
Heritage Wealth Advisors
Virginia
$20.9K +$13.9K +250 +198%
AIM
311
Anchor Investment Management
South Carolina
$20.6K -$1.83K -33 -8%
BA
312
Bristlecone Advisors
Washington
$20.2K +$20.2K +363 New
WP
313
WealthShield Partners
North Carolina
$19.8K +$19.8K +356 New
AA
314
Ancora Advisors
Ohio
$19.6K – – –
HR
315
Howe & Rusling
New York
$16.7K – – –
APC
316
Aspire Private Capital
North Carolina
$15.4K – – –
AFS
317
Annapolis Financial Services
Maryland
$14.9K – – –
HPIA
318
Hamilton Point Investment Advisors
North Carolina
$12.2K +$12.2K +220 New
WWP
319
WR Wealth Planners
Missouri
$11.1K – – –
AWM
320
AllSquare Wealth Management
New York
$10.4K +$56 +1 +0.5%
CT
321
Cambridge Trust
Massachusetts
$9.72K – – –
MRCM
322
M&R Capital Management
New Jersey
$9.22K -$3.89K -70 -30%
AWM
323
Accel Wealth Management
Iowa
$8.11K – – –
MIM
324
Macroview Investment Management
Maryland
$7.5K – – –
MPCG
325
Matrix Private Capital Group
New York
$7.22K – – –
11 12
13
14 15