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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
102
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$6.36M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$137M
3
FIA
3
Foundations Investment Advisors
Arizona
$32.9M
4
MWM
4
Modern Wealth Management
Kansas
$4.3M
5
BlackRock
5
BlackRock
New York
$10.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$74.3M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$312K
3
Bank of America
3
Bank of America
North Carolina
$48.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12M
5
AIP
5
Alexis Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
51
Ifrah Financial Services
Arkansas
$5.32M 86,942 +482 +0.6%
GC
52
Garde Capital
Washington
$5.26M 86,063 -542 -0.6%
TFF
53
The Family Firm
Maryland
$4.86M 79,464 +134 +0.2%
CWG
54
Cornerstone Wealth Group
North Carolina
$4.51M 73,688 -7,688 -9%
MWM
55
Modern Wealth Management
Kansas
$4.3M 70,317 +70,317 New
FT
56
Fiduciary Trust
Massachusetts
$3.9M 63,786 -1,496 -2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$3.88M 63,473 +20,723 +48%
EH
58
Equitable Holdings
New York
$3.69M 60,287 +3,582 +6%
ATWA
59
Arbor Trust Wealth Advisors
Michigan
$3.67M 60,025 -7,112 -11%
PSCM
60
Per Stirling Capital Management
Texas
$3.66M 59,800 +2,211 +4%
SWA
61
SOA Wealth Advisors
New York
$3.36M 54,912 +3,470 +7%
NRI
62
NFP Retirement Inc
California
$3.33M 54,379 +42,721 +366%
AWM
63
Avior Wealth Management
Nebraska
$3.1M 50,605 +26,813 +113%
BAM
64
Belpointe Asset Management
Nevada
$3.05M 49,865 -84 -0.2%
DADC
65
D.A. Davidson & Co
Montana
$2.92M 47,820 +6,070 +15%
AWS
66
Atria Wealth Solutions
New York
$2.82M 46,103 -30,641 -40%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$2.61M 42,627 +3,190 +8%
CAAM
68
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M 41,622 +4,018 +11%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$2.48M 40,141 -5,698 -12%
MAWCM
70
Mine & Arao Wealth Creation & Management
California
$2.44M 39,953 -18 -0%
Comerica Bank
71
Comerica Bank
Texas
$2.36M 38,664 -6,359 -14%
CCWM
72
Cassaday & Co Wealth Management
Virginia
$2.34M 38,268 +800 +2%
HIA
73
Harbor Investment Advisory
Maryland
$2.23M 36,509 +35 +0.1%
Citadel Advisors
74
Citadel Advisors
Florida
$2.19M 35,802 -8,063 -18%
EFG
75
Elios Financial Group
Ohio
$2.13M 34,857 +943 +3%
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