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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
IFG Advisory
Georgia
$8.07M
2
BlackRock
BlackRock
New York
$134M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
Morgan Stanley
New York
$74.8M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
Wells Fargo
California
$24.6M
3
GM
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.95M
5
OCM
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Burleson & Co
California
$13K – – –
FWP
327
FAS Wealth Partners
Kansas
$12K +$11.9K +219 +21,900%
WWP
328
WR Wealth Planners
Missouri
$10.7K – – –
MCC
329
Money Concepts Capital
Florida
$10K – – –
AWM
330
AllSquare Wealth Management
New York
$10K +$54 +1 +0.5%
CT
331
Cambridge Trust
Massachusetts
$9K -$1.29K -25 -13%
CIAS
332
Capital Investment Advisory Services
North Carolina
$9K – – –
AWM
333
Accel Wealth Management
Iowa
$8K – – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +148 New
CAL
335
Capital Analysts LLC
Pennsylvania
$7K -$109K -2,049 -94%
MIM
336
Macroview Investment Management
Maryland
$7K – – –
MPCG
337
Matrix Private Capital Group
New York
$7K – – –
AIC
338
Archer Investment Corporation
Indiana
$6.23K – – –
CMBA
339
C.M. Bidwell & Associates
Hawaii
$5K – – –
HI
340
Hudock Inc
Pennsylvania
$5K +$50 +1 +1%
HWMA
341
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
APW
342
Axim Planning & Wealth
Ohio
$3K – – –
AF
343
Allworth Financial
California
$3K – – –
ADL
344
Asset Dedication LLC
California
$3K +$3K +56 New
IF
345
Integrity Financial
Wyoming
$2K -$11.1K -200 -85%
BWA
346
BDO Wealth Advisors
Florida
$2K – – –
IRC
347
Investors Research Corp
Georgia
$2K +$146 +3 +8%
GTAM
348
Global Trust Asset Management
Florida
$1K – – –
WIM
349
Westside Investment Management
California
$510 +$3 +65 +0.7%
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$38 +$38 +708 New
12 13
14
15 16