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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
2
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
5
BlackRock
New York
$114M

Top Sellers

1
CPA
1
Capital Planning Advisors
California
$1.03M
2
LPL Financial
2
LPL Financial
California
$14.1M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
4
Wells Fargo
California
$23M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$11M -$1.36M -24,408 -11%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.8M -$673K -12,111 -6%
Cerity Partners
28
Cerity Partners
New York
$9.93M -$915K -16,472 -8%
IA
29
IFG Advisors
Missouri
$9.89M +$646K +11,632 +7%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$9.67M – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$9.62M -$256K -4,605 -3%
UBS Group
32
UBS Group
Switzerland
$9.33M -$735K -13,230 -7%
US Bancorp
33
US Bancorp
Minnesota
$9.12M -$623K -11,219 -6%
IPW
34
Intergy Private Wealth
Colorado
$8.85M +$703K +12,644 +9%
Corient Private Wealth
35
Corient Private Wealth
Florida
$8.14M -$162K -2,916 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.1M +$193K +3,470 +2%
Mariner
37
Mariner
Kansas
$7.47M +$38.6K +694 +0.5%
BFP
38
Brewster Financial Planning
New York
$7.31M +$174K +3,139 +2%
BP
39
Ballentine Partners
Massachusetts
$7.23M -$184K -3,317 -2%
AC
40
AWM Capital
Arizona
$6.83M +$2.91M +52,352 +74%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.6M +$1.02M +18,383 +18%
KOC
42
Koss-Olinger Consulting
Florida
$6.44M +$46.8K +842 +0.7%
CAL
43
Capital Analysts LLC
Pennsylvania
$6.31M +$142K +2,556 +2%
Northern Trust
44
Northern Trust
Illinois
$6.18M -$91.9K -1,654 -1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.94M -$141K -2,535 -2%
CAM
46
Cresset Asset Management
Illinois
$5.94M +$5.04M +90,757 +565%
Goldman Sachs
47
Goldman Sachs
New York
$5.8M +$1.66M +29,893 +40%
AWE
48
Avidian Wealth Enterprises
Texas
$5.74M +$1.33M +23,939 +30%
AMG
49
Asset Management Group
Connecticut
$5.73M -$21.7K -391 -0.4%
MWM
50
McNaughton Wealth Management
California
$5.54M +$335K +6,021 +6%
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