ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$10.5M +$729K +14,542 +7%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$10M +$10M +199,660 New
IA
28
IFG Advisors
Missouri
$9.37M +$440K +8,764 +5%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$9.32M -$632K -12,596 -6%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$8.73M – – –
IPW
31
Intergy Private Wealth
Colorado
$8.35M +$366K +7,294 +5%
UBS Group
32
UBS Group
Switzerland
$8.31M -$108K -2,160 -1%
US Bancorp
33
US Bancorp
Minnesota
$8.1M -$129K -2,576 -2%
HighTower Advisors
34
HighTower Advisors
Illinois
$7.29M -$23.8K -474 -0.3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$6.99M -$356K -7,100 -5%
Mariner
36
Mariner
Kansas
$6.76M +$22.6K +451 +0.3%
BFP
37
Brewster Financial Planning
New York
$6.7M +$102K +2,030 +2%
BP
38
Ballentine Partners
Massachusetts
$6.65M +$125K +2,492 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$6.53M +$1.17M +23,283 +22%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.9M -$58K -1,156 -1%
CAL
41
Capital Analysts LLC
Pennsylvania
$5.82M +$123K +2,447 +2%
KOC
42
Koss-Olinger Consulting
Florida
$5.79M -$19.5K -389 -0.3%
Northern Trust
43
Northern Trust
Illinois
$5.57M -$13.2K -264 -0.2%
MGIA
44
Moneta Group Investment Advisors
Missouri
$5.52M +$636K +12,680 +13%
CAN
45
Cetera Advisor Networks
California
$5.23M +$4.04M +80,559 +341%
MWM
46
McNaughton Wealth Management
California
$5.18M +$172K +3,433 +3%
AMG
47
Asset Management Group
Connecticut
$5.13M -$41.1K -820 -0.8%
CAM
48
Cresset Asset Management
Illinois
$4.95M -$473K -9,310 -9%
SWA
49
Sutton Wealth Advisors
Florida
$4.67M +$194K +3,871 +4%
Goldman Sachs
50
Goldman Sachs
New York
$4.51M -$717K -14,296 -14%
1
2
3 4 5