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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.9M
2
BlackRock
2
BlackRock
New York
$84.8M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$5.26M
4
PAG
4
Private Advisor Group
New Jersey
$4.25M
5
EWM
5
Evermay Wealth Management
Virginia
$2.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$74.1K
4
GFS
4
GYL Financial Synergies
Connecticut
$8.53M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
AWM Capital
Arizona
$9.85M +$1.64M +28,353 +20%
GC
27
Garde Capital
Washington
$9.59M +$112K +1,935 +1%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$9.44M -$717K -12,421 -7%
WHCFA
29
William Howard & Co Financial Advisors
Tennessee
$8.99M +$8.99M +155,826 New
UBS Group
30
UBS Group
Switzerland
$8.93M -$37.4K -649 -0.4%
GFS
31
GYL Financial Synergies
Connecticut
$8.53M -$7.51M -130,178 -47%
Mariner
32
Mariner
Kansas
$8.47M +$201K +3,477 +2%
TIAA Trust, National Association
33
TIAA Trust, National Association
North Carolina
$8.3M -$2.56M -44,382 -24%
Cerity Partners
34
Cerity Partners
New York
$8.25M -$749K -12,973 -8%
Ameriprise
35
Ameriprise
Minnesota
$8.22M -$1.08M -18,767 -12%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.16M +$38.4K +666 +0.5%
BFP
37
Brewster Financial Planning
New York
$8.01M +$121K +2,101 +2%
US Bancorp
38
US Bancorp
Minnesota
$7.97M -$768K -13,309 -9%
CAN
39
Cetera Advisor Networks
California
$7.9M +$153K +2,658 +2%
BP
40
Ballentine Partners
Massachusetts
$7.69M -$78.7K -1,364 -1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$7.5M +$614K +10,649 +9%
Corient Private Wealth
42
Corient Private Wealth
Florida
$7.29M -$352K -6,109 -5%
IPW
43
Intergy Private Wealth
Colorado
$6.85M -$3.09M -53,578 -31%
MGIA
44
Moneta Group Investment Advisors
Missouri
$6.79M +$494K +8,562 +8%
MWM
45
McNaughton Wealth Management
California
$6.48M +$188K +3,253 +3%
Northern Trust
46
Northern Trust
Illinois
$6.32M -$83.2K -1,442 -1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.1M -$462K -7,999 -7%
AMG
48
Asset Management Group
Connecticut
$5.92M -$29.2K -506 -0.5%
CWG
49
Cornerstone Wealth Group
North Carolina
$5.26M +$5.26M +91,104 New
IFS
50
Ifrah Financial Services
Arkansas
$5.14M +$203K +3,511 +4%
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