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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
326
AssetMark Inc
California
$458 8 +8 New
NRG
327
Nemes Rush Group
Michigan
$344 6 – –
FFA
328
Frazier Financial Advisors
Ohio
$119 2 – –
KFI
329
Key Financial Inc
Pennsylvania
$115 2 – –
CAM
330
Creekmur Asset Management
Illinois
$49 1 -201 -100%
KWM
331
KFG Wealth Management
Indiana
– – -87,761 Closed
LNC
332
Lincoln National Corp
Pennsylvania
– – -69,775 Closed
PWM
333
Proathlete Wealth Management
Florida
– – -63,590 Closed
GB
334
Gunma Bank
Japan
– – -32,000 Closed
ES
335
Eagle Strategies
New York
– – -18,623 Closed
SFG
336
Sowa Financial Group
Rhode Island
– – -12,952 Closed
FTUS
337
Flow Traders U.S.
New York
– – -10,282 Closed
MWM
338
Mission Wealth Management
California
– – -8,591 Closed
Renaissance Technologies
339
Renaissance Technologies
New York
– – -6,400 Closed
PWM
340
Perigon Wealth Management
California
– – -5,031 Closed
HTIM
341
Harbour Trust & Investment Management
Indiana
– – -4,433 Closed
CB
342
Cadence Bank
Mississippi
– – -4,060 Closed
AIP
343
Almanack Investment Partners
Pennsylvania
– – -3,685 Closed
PBF
344
Petix & Botte Financial
California
– – -3,564 Closed
NRI
345
NFP Retirement Inc
California
– – -3,493 Closed
FIM
346
Fernwood Investment Management
Massachusetts
– – -1,624 Closed
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
– – -1,332 Closed
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
– – -1,200 Closed
MCM
349
MV Capital Management
Maryland
– – -900 Closed
WWM
350
Wagner Wealth Management
South Carolina
– – -613 Closed
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14
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