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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.

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

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.5M 207,095 +21,784 +12%
Cerity Partners
27
Cerity Partners
New York
$10.8M 195,192 -6,342 -3%
CPA
28
Capital Planning Advisors
California
$10.1M 181,897 -9,488 -5%
UBS Group
29
UBS Group
Switzerland
$10.1M 181,089 -7,605 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$9.87M 177,604 +2,753 +2%
US Bancorp
31
US Bancorp
Minnesota
$9.74M 175,289 -3,196 -2%
FIA
32
Foundations Investment Advisors
Arizona
$9.7M 174,729 +26,230 +18%
FMLI
33
Fukoku Mutual Life Insurance
Japan
$9.66M 174,000 – –
IA
34
IFG Advisors
Missouri
$9.24M 166,398 +6,710 +4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$8.3M 149,461 +122,560 +456%
IPW
36
Intergy Private Wealth
Colorado
$8.14M 146,533 +4,290 +3%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.9M 142,201 +12,904 +10%
Mariner
38
Mariner
Kansas
$7.42M 133,656 -77,215 -37%
BP
39
Ballentine Partners
Massachusetts
$7.41M 133,441 -48,871 -27%
BFP
40
Brewster Financial Planning
New York
$7.13M 128,335 +2,116 +2%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$6.97M 125,420 -5,500 -4%
KOC
42
Koss-Olinger Consulting
Florida
$6.39M 115,031 -3,398 -3%
Northern Trust
43
Northern Trust
Illinois
$6.27M 112,877 -4,223 -4%
MGIA
44
Moneta Group Investment Advisors
Missouri
$6.2M 111,601 +28,618 +34%
CAL
45
Capital Analysts LLC
Pennsylvania
$6.17M 111,055 +7,870 +8%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$6.08M 109,484 -118,428 -52%
AMG
47
Asset Management Group
Connecticut
$5.74M 103,421 -736 -0.7%
FT
48
Fiduciary Trust
Massachusetts
$5.6M 100,837 -10,627 -10%
AWS
49
Atria Wealth Solutions
New York
$5.24M 94,314 -37,560 -28%
MWM
50
McNaughton Wealth Management
California
$5.21M 93,757 +2,977 +3%
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