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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$125M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.4M
4
FIA
4
Foundations Investment Advisors
Arizona
$26.6M
5
IWP
5
Innova Wealth Partners
Pennsylvania
$2.73M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
351
Pinney & Scofield
Massachusetts
$4.7K +$4.7K +78 New
CWP
352
Concord Wealth Partners
Virginia
$4.34K – – –
IRC
353
Investors Research Corp
Georgia
$4.34K +$241 +4 +6%
BBHC
354
Brown Brothers Harriman & Co
New York
$4.16K +$4.16K +69 New
RWM
355
Rialto Wealth Management
New York
$3.56K +$3.56K +59 New
RFA
356
Register Financial Advisors
Georgia
$3.13K – – –
RFA
357
Reyes Financial Architecture
California
$3.13K +$3.13K +52 New
EWA
358
EverSource Wealth Advisors
Alabama
$2.65K +$2.65K +44 New
BIG
359
Brooklyn Investment Group
New York
$2.6K +$2.6K +44 New
GM
360
GeoWealth Management
Illinois
$2.47K -$1.45K -24 -37%
CIAS
361
Capital Investment Advisory Services
North Carolina
$2.41K – – –
CAS
362
Coppell Advisory Solutions
Texas
$2.33K – – –
DJSG
363
D.J. St. Germain
Massachusetts
$2.11K – – –
TRCT
364
Tower Research Capital (TRC)
New York
$2.05K -$81.5K -1,353 -98%
GTAM
365
Global Trust Asset Management
Florida
$603 – – –
SIS
366
Sound Income Strategies
Florida
$422 +$422 +7 New
NS
367
NBC Securities
Alabama
$128 -$137K -2,145 -100%
FFA
368
Frazier Financial Advisors
Ohio
$126 – – –
KFI
369
Key Financial Inc
Pennsylvania
$121 – – –
CAM
370
Creekmur Asset Management
Illinois
$52 – – –
CA
371
Cambridge Associates
Massachusetts
– -$9.31M -141,329 Closed
CIA
372
Choate Investment Advisors
Massachusetts
– -$1.4M -21,243 Closed
FTUS
373
Flow Traders U.S.
New York
– -$1.04M -15,779 Closed
1IA
374
1834 Investment Advisors
Wisconsin
– -$755K -11,454 Closed
Prudential Financial
375
Prudential Financial
New Jersey
– -$646K -9,801 Closed
12 13 14
15
16