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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 %
MIM
301
Macroview Investment Management
Maryland
$6.77K – – –
MPCG
302
Matrix Private Capital Group
New York
$6.6K – – –
HWA
303
Heritage Wealth Advisors
Virginia
$6.32K -$12.5K -250 -66%
CIA
304
Cape Investment Advisory
Georgia
$5.82K – – –
AIC
305
Archer Investment Corporation
Indiana
$5.82K – – –
Qube Research & Technologies (QRT)
306
Qube Research & Technologies (QRT)
United Kingdom
$5.77K -$234K -4,674 -98%
CMBA
307
C.M. Bidwell & Associates
Hawaii
$5.12K – – –
DSC
308
Duncker Streett & Co
Missouri
$5.02K – – –
FIA
309
FNY Investment Advisers
New York
$5K +$5K +100 New
AWA
310
Authentikos Wealth Advisory
California
$4.21K +$4.21K +84 New
CWP
311
Concord Wealth Partners
Virginia
$3.61K – – –
TAM
312
Townsend Asset Management
North Carolina
$3.01K +$2.66K +53 +757%
ADL
313
Asset Dedication LLC
California
$3K – – –
IRC
314
Investors Research Corp
Georgia
$2.71K +$652 +13 +32%
LF
315
Lee Financial
Texas
$2.31K – – –
CIAS
316
Capital Investment Advisory Services
North Carolina
$2.01K – – –
Russell Investments Group
317
Russell Investments Group
United Kingdom
$1.29K – – –
HWP
318
Highline Wealth Partners
California
$752 +$752 +15 New
GTAM
319
Global Trust Asset Management
Florida
$502 – – –
NRG
320
Nemes Rush Group
Michigan
$301 – – –
KFI
321
Key Financial Inc
Pennsylvania
$100 – – –
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$100 +$100 +2 New
V
323
Veritable
Delaware
– -$13.6M -245,079 Closed
Citadel Advisors
324
Citadel Advisors
Florida
– -$995K -17,906 Closed
NL
325
NVWM LLC
Pennsylvania
– -$850K -15,288 Closed
11 12
13
14 15