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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$85.5M
2
KAS
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
Wells Fargo
California
$13.8M
4
SERBOO
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
326
CX Institutional
Indiana
$10K +$10K +156 New
MFA
327
Morling Financial Advisors
California
$9.23K – – –
FRA
328
Front Row Advisors
California
$8.69K – – –
BTI
329
Blue Trust Inc
Georgia
$8K -$5.97K -97 -43%
NWMP
330
Noble Wealth Management PBC
Colorado
$8K – – –
SIM
331
Synergy Investment Management
Florida
$7.61K -$10.1K -164 -57%
CIA
332
Cape Investment Advisory
Georgia
$7.14K – – –
MWM
333
MGB Wealth Management
Texas
$7.01K – – –
CMBA
334
C.M. Bidwell & Associates
Hawaii
$6.28K – – –
WW
335
Winnow Wealth
Texas
$6.24K +$6.24K +102 New
ANBT
336
American National Bank & Trust
Texas
$5.85K -$308 -5 -5%
CWM
337
Centricity Wealth Management
Ohio
$5.42K – – –
AIC
338
Archer Investment Corporation
Indiana
$4.92K – – –
BNP Paribas Financial Markets
339
BNP Paribas Financial Markets
France
$4.86K +$4.86K +79 New
PS
340
Pinney & Scofield
Massachusetts
$4.8K – – –
PWM
341
Proathlete Wealth Management
Florida
$4.76K +$4.76K +77 New
IRC
342
Investors Research Corp
Georgia
$4.43K – – –
CWP
343
Concord Wealth Partners
Virginia
$4.43K – – –
BBHC
344
Brown Brothers Harriman & Co
New York
$4.25K – – –
RWM
345
Rialto Wealth Management
New York
$3.63K – – –
RFA
346
Reyes Financial Architecture
California
$3.2K – – –
RFA
347
Register Financial Advisors
Georgia
$3.2K – – –
EWA
348
EverSource Wealth Advisors
Alabama
$2.71K – – –
BIG
349
Brooklyn Investment Group
New York
$2.67K – – –
CIAS
350
Capital Investment Advisory Services
North Carolina
$2.46K – – –
12 13
14
15 16