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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$8.07M
2
BlackRock
2
BlackRock
New York
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.8M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
GM
3
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.95M
5
OCM
5
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$5.05M -$1.23M -22,964 -20%
MWM
52
McNaughton Wealth Management
California
$4.81M +$65K +1,212 +1%
IFS
53
Ifrah Financial Services
Arkansas
$4.7M -$148K -2,750 -3%
SWA
54
Sutton Wealth Advisors
Florida
$4.57M -$81.1K -1,512 -2%
AAS
55
Avantax Advisory Services
Texas
$4.43M +$2.17M +40,359 +96%
CWM
56
CMH Wealth Management
New Hampshire
$3.7M +$139K +2,589 +4%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M +$3.44M +64,095 +1,727%
GC
58
Garde Capital
Washington
$3.59M +$767K +14,295 +27%
NA
59
NewEdge Advisors
Louisiana
$3.47M +$1.23M +22,979 +55%
GB
60
Gunma Bank
Japan
$3.43M – – –
CA
61
Cetera Advisors
Colorado
$3.06M +$222K +4,134 +8%
KNW
62
Kesler Norman & Wride
Utah
$3.03M +$365K +6,795 +14%
AC
63
AWM Capital
Arizona
$3.03M +$526K +9,411 +21%
Goldman Sachs
64
Goldman Sachs
New York
$2.97M -$46.1K -860 -2%
BAM
65
Belpointe Asset Management
Nevada
$2.84M +$255K +4,753 +10%
BIP
66
Blueprint Investment Partners
North Carolina
$2.84M – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$2.66M -$150K -2,788 -5%
RJA
68
Raymond James & Associates
Florida
$2.59M -$260K -4,844 -9%
TCM
69
Twele Capital Management
Minnesota
$2.57M – – –
ATWA
70
Arbor Trust Wealth Advisors
Michigan
$2.54M +$603K +11,256 +31%
FWM
71
Fortress Wealth Management
California
$2.45M -$48.6K -905 -2%
TFF
72
The Family Firm
Maryland
$2.32M +$161K +3,002 +7%
VIA
73
Vickerman Investment Advisors
Washington
$2.3M +$134K +2,491 +6%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$2.25M +$31K +577 +1%
PAG
75
Private Advisor Group
New Jersey
$2.24M -$24.7K -461 -1%
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