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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.9M
2
BlackRock
BlackRock
New York
$84.8M
3
CWG
Cornerstone Wealth Group
North Carolina
$5.26M
4
PAG
Private Advisor Group
New Jersey
$4.25M
5
EWM
Evermay Wealth Management
Virginia
$2.63M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.1M
2
KOC
Koss-Olinger Consulting
Florida
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$74.1K
4
GFS
GYL Financial Synergies
Connecticut
$8.53M
5
CAL
Capital Analysts LLC
Pennsylvania
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
326
Investors Research Corp
Georgia
$3.75K – – –
RFA
327
Register Financial Advisors
Georgia
$3K – – –
CIAS
328
Capital Investment Advisory Services
North Carolina
$2.31K – – –
DJSG
329
D.J. St. Germain
Massachusetts
$2.02K +$2.02K +35 New
Russell Investments Group
330
Russell Investments Group
United Kingdom
$1.52K – – –
HWP
331
Highline Wealth Partners
California
$866 – – –
GTAM
332
Global Trust Asset Management
Florida
$577 – – –
GI
333
Gradient Investments
Minnesota
$519 +$58 +1 +13%
NRG
334
Nemes Rush Group
Michigan
$347 – – –
FFA
335
Frazier Financial Advisors
Ohio
$119 -$655 -11 -85%
KFI
336
Key Financial Inc
Pennsylvania
$115 – – –
KOC
337
Koss-Olinger Consulting
Florida
– -$14.6M -248,146 Closed
WCM
338
Windham Capital Management
Massachusetts
– -$2.56M -43,622 Closed
EA
339
Eudaimonia Advisors
Tennessee
– -$846K -14,401 Closed
EP
340
Eudaimonia Partners
Tennessee
– -$718K -12,219 Closed
CWP
341
Corepath Wealth Partners
Arizona
– -$359K -6,200 Closed
SXL
342
Summit X LLC
Missouri
– -$306K -5,999 Closed
FI
343
Financial Insights
Washington
– -$336K -5,727 Closed
NPT
344
Nixon Peabody Trust
Massachusetts
– -$261K -4,452 Closed
SCM
345
Saxony Capital Management
Missouri
– -$247K -4,212 Closed
KPWS
346
Kestra Private Wealth Services
Texas
– -$228K -3,878 Closed
FCI
347
Financial Counselors Inc
Kansas
– -$213K -3,633 Closed
PA
348
PFG Advisors
Arizona
– -$213K -3,623 Closed
ARC
349
Advisor Resource Council
Texas
– -$205K -3,488 Closed
SWM
350
Silverlake Wealth Management
Vermont
– -$204K -3,482 Closed
11 12 13
14
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