ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
Morgan Stanley
New York
$89.2M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
BlackRock
New York
$114M

Top Sellers

1
CPA
Capital Planning Advisors
California
$1.03M
2
LPL Financial
LPL Financial
California
$14.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
Wells Fargo
California
$23M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
326
Investors Research Corp
Georgia
$2.28K – – –
CIAS
327
Capital Investment Advisory Services
North Carolina
$2.22K – – –
BWA
328
BDO Wealth Advisors
Florida
$2.22K – – –
Simplex Trading
329
Simplex Trading
Illinois
$2K – – –
Russell Investments Group
330
Russell Investments Group
United Kingdom
$1.43K +$1.43K +26 New
GTAM
331
Global Trust Asset Management
Florida
$556 – – –
APC
332
Aspire Private Capital
North Carolina
$500 -$14.9K -269 -97%
TAM
333
Townsend Asset Management
North Carolina
$389 +$389 +7 New
NRG
334
Nemes Rush Group
Michigan
$334 +$334 +6 New
KFI
335
Key Financial Inc
Pennsylvania
$111 – – –
BIP
336
Blueprint Investment Partners
North Carolina
– -$2.97M -53,499 Closed
HFW
337
Horizon Family Wealth
Illinois
– -$880K -15,853 Closed
Two Sigma Advisers
338
Two Sigma Advisers
New York
– -$645K -11,614 Closed
BWA
339
Beam Wealth Advisors
Louisiana
– -$622K -11,203 Closed
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
– -$945K -10,240 Closed
GCP
341
GSA Capital Partners
United Kingdom
– -$384K -6,914 Closed
GM
342
GeoWealth Management
Illinois
– -$328K -5,905 Closed
TBWA
343
Three Bridge Wealth Advisors
California
– -$323K -5,822 Closed
LGWM
344
Litman Gregory Wealth Management
California
– -$314K -5,648 Closed
BOM
345
Bank of Marin
California
– -$296K -5,332 Closed
DC
346
Darrow Company
Massachusetts
– -$291K -5,236 Closed
Charles Schwab
347
Charles Schwab
California
– -$274K -4,936 Closed
VIA
348
Vickerman Investment Advisors
Washington
– -$266K -4,792 Closed
ATC
349
Argent Trust Co
Tennessee
– -$260K -4,674 Closed
AAS
350
Ameritas Advisory Services
Nebraska
– -$253K -4,600 Closed
11 12 13
14
15