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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 %
GTAM
351
Global Trust Asset Management
Florida
$615 – – –
SIS
352
Sound Income Strategies
Florida
$431 – – –
TWC
353
TD Waterhouse Canada
Ontario, Canada
$246 +$246 +4 New
FFA
354
Frazier Financial Advisors
Ohio
$131 – – –
KFI
355
Key Financial Inc
Pennsylvania
$123 – – –
CAM
356
Creekmur Asset Management
Illinois
$53 – – –
SERBOO
357
School Employees Retirement Board of Ohio
Ohio
– -$6.37M -105,689 Closed
MPPLM
358
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$2.52M -41,793 Closed
JE
359
JMAC Enterprises
Pennsylvania
– -$2.01M -33,323 Closed
Principal Financial Group
360
Principal Financial Group
Iowa
– -$1.46M -24,310 Closed
ONB
361
Old National Bancorp
Indiana
– -$512K -8,489 Closed
AT
362
American Trust
Kentucky
– -$361K -5,992 Closed
CAG
363
Csenge Advisory Group
Florida
– -$346K -5,747 Closed
PIAS
364
PCA Investment Advisory Services
Ohio
– -$337K -5,591 Closed
Neuberger Berman Group
365
Neuberger Berman Group
New York
– -$300K -4,978 Closed
SAM
366
SP Asset Management
California
– -$286K -4,744 Closed
PAS
367
Park Avenue Securities
New York
– -$279K -4,622 Closed
Jane Street
368
Jane Street
New York
– -$223K -3,703 Closed
Charles Schwab
369
Charles Schwab
California
– -$212K -3,513 Closed
SHJ
370
Sharkey, Howes & Javer
Colorado
– -$212K -3,510 Closed
SWM
371
SeaCrest Wealth Management
New York
– -$201K -3,342 Closed
OC
372
Oarsman Capital
Wisconsin
– -$108K -1,800 Closed
CP
373
Castleview Partners
Texas
– -$97.3K -1,631 Closed
CFGS
374
Concourse Financial Group Securities
Alabama
– -$62.1K -1,028 Closed
LDB
375
Lee, Danner & Bass
Tennessee
– -$41K -680 Closed
12 13 14
15
16