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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
BlackRock
New York
$110M
3
Corient Private Wealth
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
Morgan Stanley
New York
$85.3M
5
AWE
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$6.08M
2
ANTB
AMG National Trust Bank
Colorado
$23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
Mariner
Kansas
$7.42M
5
SAM
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
351
Arkadios Wealth Advisors
Georgia
– -$532K -9,702 Closed
KNW
352
Kesler Norman & Wride
Utah
– -$369K -6,732 Closed
USCWA
353
U.S. Capital Wealth Advisors
Texas
– -$353K -6,436 Closed
Marshall Wace
354
Marshall Wace
United Kingdom
– -$347K -6,328 Closed
IWP
355
Innova Wealth Partners
Pennsylvania
– -$343K -6,250 Closed
CWM
356
Capital Wealth Management
Rhode Island
– -$279K -5,079 Closed
RCAG
357
Rehmann Capital Advisory Group
Michigan
– -$263K -4,790 Closed
Wealth Enhancement Advisory Services
358
Wealth Enhancement Advisory Services
Minnesota
– -$265K -4,497 Closed
HF
359
HRT Financial
New York
– -$233K -4,263 Closed
Renaissance Technologies
360
Renaissance Technologies
New York
– -$214K -3,900 Closed
HAS
361
HBW Advisory Services
California
– -$148K -2,699 Closed
CA
362
Clearstead Advisors
Ohio
– -$110K -2,000 Closed
AssetMark Inc
363
AssetMark Inc
California
– -$109K -1,980 Closed
IFA
364
Interactive Financial Advisors
Illinois
– -$59K -1,076 Closed
RW
365
Regimen Wealth
Georgia
– -$38K -686 Closed
DWP
366
Destiny Wealth Partners
Florida
– -$34.8K -634 Closed
RIA
367
Realta Investment Advisors
Delaware
– -$31.2K -569 Closed
LS
368
Leelyn Smith
Illinois
– -$24.8K -452 Closed
PIMG
369
Patriot Investment Management Group
Tennessee
– -$23.9K -400 Closed
FWP
370
FAS Wealth Partners
Kansas
– -$12.2K -222 Closed
CG
371
Cutler Group
California
– -$11K -215 Closed
FA
372
Fiduciary Alliance
South Carolina
– -$10.1K -184 Closed
Citadel Advisors
373
Citadel Advisors
Florida
– -$1.54K -28 Closed
AA
374
Addison Advisors
Vermont
– -$603 -11 Closed
KOMWMG
375
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$1K -10 Closed
12 13 14
15
16