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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
-$49K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$114M
2
US Bancorp
2
US Bancorp
Minnesota
$9.79M
3
KOC
3
Koss-Olinger Consulting
Florida
$6.5M
4
Mariner
4
Mariner
Kansas
$11.6M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$5.66M

Top Sellers

1
BlackRock
1
BlackRock
New York
$101M
2
Bank of America
2
Bank of America
North Carolina
$64.5M
3
IA
3
IFG Advisory
Georgia
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.7M
5
CWM
5
CMH Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.5M 227,912 -2,259 -1%
Mariner
27
Mariner
Kansas
$11.6M 210,871 +116,858 +124%
Cerity Partners
28
Cerity Partners
New York
$11.1M 201,534 +28,965 +17%
CPA
29
Capital Planning Advisors
California
$10.5M 191,385 -30,085 -14%
UBS Group
30
UBS Group
Switzerland
$10.3M 188,694 -51,865 -22%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$10.2M 185,311 +9,579 +5%
BP
32
Ballentine Partners
Massachusetts
$10M 182,312 +46,823 +35%
US Bancorp
33
US Bancorp
Minnesota
$9.79M 178,485 +156,161 +700%
Osaic Holdings
34
Osaic Holdings
Arizona
$9.6M 174,851 -10,390 -6%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$9.54M 174,000 – –
IA
36
IFG Advisors
Missouri
$8.76M 159,688 +11,572 +8%
FIA
37
Foundations Investment Advisors
Arizona
$8.14M 148,499 +19,521 +15%
IPW
38
Intergy Private Wealth
Colorado
$7.8M 142,243 +11,646 +9%
AWS
39
Atria Wealth Solutions
New York
$7.23M 131,874 +1,184 +0.9%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$7.18M 130,920 +92,955 +245%
HighTower Advisors
41
HighTower Advisors
Illinois
$7.1M 129,297 +29,934 +30%
BFP
42
Brewster Financial Planning
New York
$6.92M 126,219 +3,991 +3%
KOC
43
Koss-Olinger Consulting
Florida
$6.5M 118,429 +118,429 New
Northern Trust
44
Northern Trust
Illinois
$6.42M 117,100 -178 -0.2%
PSCM
45
Per Stirling Capital Management
Texas
$6.12M 111,674 +111,674 New
FT
46
Fiduciary Trust
Massachusetts
$6.11M 111,464 -2,235 -2%
AAS
47
Avantax Advisory Services
Texas
$5.8M 105,721 +23,160 +28%
AMG
48
Asset Management Group
Connecticut
$5.71M 104,157 +886 +0.9%
CAL
49
Capital Analysts LLC
Pennsylvania
$5.66M 103,185 +103,053 +78,070%
SAM
50
Stone Asset Management
Texas
$5.66M 103,145 +3,323 +3%
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