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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$6.08M
2
ANTB
AMG National Trust Bank
Colorado
$23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
Mariner
Kansas
$7.42M
5
SAM
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$7K – – –
AF
327
Advisornet Financial
Minnesota
$6.72K -$213K -3,841 -97%
AIC
328
Archer Investment Corporation
Indiana
$6.44K – – –
CIA
329
Cape Investment Advisory
Georgia
$6.44K +$6.44K +116 New
CMBA
330
C.M. Bidwell & Associates
Hawaii
$5.67K – – –
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$5.58K +$254 +4,565 +5%
DSC
332
Duncker Streett & Co
Missouri
$5.55K -$12.8K -230 -70%
WP
333
WealthPLAN Partners
Nebraska
$5.55K +$5.55K +100 New
CWP
334
Concord Wealth Partners
Virginia
$4K – – –
ADL
335
Asset Dedication LLC
California
$3K – – –
LF
336
Lee Financial
Texas
$2.56K +$2.56K +46 New
IRC
337
Investors Research Corp
Georgia
$2.28K – – –
BWA
338
BDO Wealth Advisors
Florida
$2.22K – – –
CIAS
339
Capital Investment Advisory Services
North Carolina
$2.22K +$2.22K +40 New
Simplex Trading
340
Simplex Trading
Illinois
$2K +$2K +43 New
IF
341
Integrity Financial
Wyoming
$2K – – –
HWA
342
HHM Wealth Advisors
Tennessee
$1.45K +$1.45K +26 New
SSC
343
Syverson Strege & Co
Iowa
$1.11K +$1.11K +20 New
LC
344
Lindbrook Capital
California
$889 +$889 +16 New
GTAM
345
Global Trust Asset Management
Florida
$555 – – –
CP
346
Castleview Partners
Texas
$310 -$62 -1 -17%
KFI
347
Key Financial Inc
Pennsylvania
$111 – – –
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
– -$1.56M -28,432 Closed
MCC
349
Money Concepts Capital
Florida
– -$589K -10,734 Closed
Principal Financial Group
350
Principal Financial Group
Iowa
– -$545K -9,936 Closed
12 13
14
15 16