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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$8.07M
2
BlackRock
2
BlackRock
New York
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.8M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
GM
3
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.95M
5
OCM
5
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.4M -$79.1K -1,474 -0.6%
CPA
27
Capital Planning Advisors
California
$11.9M -$214K -3,991 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$9.95M -$1.85M -34,350 -16%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$9.43M +$171K +3,188 +2%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$9.34M – – –
Cerity Partners
31
Cerity Partners
New York
$9.26M -$216K -4,022 -2%
MA
32
MUFG Americas
New York
$9.11M -$101K -1,886 -1%
IA
33
IFG Advisory
Georgia
$8.07M +$8.07M +150,454 New
IA
34
IFG Advisors
Missouri
$7.95M -$3.22K -60 -0%
BP
35
Ballentine Partners
Massachusetts
$7.27M +$47.6K +887 +0.7%
AWS
36
Atria Wealth Solutions
New York
$7.01M +$18.4K +343 +0.3%
IPW
37
Intergy Private Wealth
Colorado
$7.01M +$41.2K +768 +0.6%
FIA
38
Foundations Investment Advisors
Arizona
$6.92M +$787K +14,674 +13%
BFP
39
Brewster Financial Planning
New York
$6.56M +$22.8K +425 +0.3%
EVM
40
Eaton Vance Management
Massachusetts
$6.5M +$72.4K +1,350 +1%
LNC
41
Lincoln National Corp
Pennsylvania
$6.31M -$27.8K -518 -0.4%
Northern Trust
42
Northern Trust
Illinois
$6.29M – – –
FT
43
Fiduciary Trust
Massachusetts
$6.1M -$57.7K -1,076 -0.9%
BOS
44
Bank of Stockton
California
$5.74M +$12.3K +229 +0.2%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$5.69M – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$5.6M +$35.7K +665 +0.6%
AMG
47
Asset Management Group
Connecticut
$5.54M -$51.5K -960 -0.9%
SAM
48
Stone Asset Management
Texas
$5.36M -$151K -2,822 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$5.33M -$1.16M -21,683 -18%
MGIA
50
Moneta Group Investment Advisors
Missouri
$5.2M -$471K -8,783 -8%
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