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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 %
DL
326
DOHJ LLC
Washington
– -$430K -7,732 Closed
Bank Julius Baer & Co
327
Bank Julius Baer & Co
Switzerland
– -$373K -6,735 Closed
Renaissance Technologies
328
Renaissance Technologies
New York
– -$367K -6,600 Closed
FWTB
329
First Western Trust Bank
Colorado
– -$315K -5,675 Closed
SAM
330
Satovsky Asset Management
New York
– -$315K -5,669 Closed
FIS
331
Fischer Investment Strategies
California
– -$272K -4,900 Closed
OGF
332
Orin Green Financial
California
– -$225K -4,056 Closed
LW
333
Linscomb Wealth
Texas
– -$220K -3,965 Closed
AWM
334
Avaii Wealth Management
Wisconsin
– -$220K -3,953 Closed
FWCM
335
Ferguson Wellman Capital Management
Oregon
– -$213K -3,840 Closed
FAG
336
Fortitude Advisory Group
Washington
– -$212K -3,807 Closed
HNWAG
337
High Net Worth Advisory Group
Florida
– -$211K -3,800 Closed
AC
338
Apella Capital
Connecticut
– -$211K -3,797 Closed
DSA
339
Droms Strauss Advisors
Missouri
– -$210K -3,720 Closed
IWC
340
Integrated Wealth Concepts
Massachusetts
– -$206K -3,700 Closed
CPIG
341
Chicago Partners Investment Group
Illinois
– -$206K -3,671 Closed
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
– -$201K -3,612 Closed
OP
343
ORG Partners
Indiana
– -$158K -2,834 Closed
DI
344
Disciplined Investments
Oklahoma
– -$156K -2,800 Closed
HBW
345
Hazlett, Burt & Watson
West Virginia
– -$147K -2,637 Closed
BF
346
BOK Financial
Oklahoma
– -$120K -2,158 Closed
CFO
347
CVA Family Office
Colorado
– -$73.8K -1,328 Closed
RI
348
Ridgewood Investments
New Jersey
– -$35.6K -641 Closed
HS
349
Horan Securities
United States
– -$33.7K -606 Closed
AWM
350
Aspire Wealth Management
Massachusetts
– -$31.9K -574 Closed
11 12 13
14
15