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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
-$49K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$50.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$114M
3
US Bancorp
3
US Bancorp
Minnesota
$9.79M
4
KOC
4
Koss-Olinger Consulting
Florida
$6.5M
5
Mariner
5
Mariner
Kansas
$11.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$101M
2
Bank of America
2
Bank of America
North Carolina
$64.5M
3
MA
3
MUFG Americas
New York
$0
4
IA
4
IFG Advisory
Georgia
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$5.25M 95,819 -8,473 -8%
MGIA
52
Moneta Group Investment Advisors
Missouri
$4.99M 82,983 -13,961 -14%
MWM
53
McNaughton Wealth Management
California
$4.98M 90,780 +1,120 +1%
BOS
54
Bank of Stockton
California
$4.9M 89,349 -17,555 -16%
LNC
55
Lincoln National Corp
Pennsylvania
$4.83M 88,091 -29,465 -25%
SWA
56
Sutton Wealth Advisors
Florida
$4.69M 85,514 +256 +0.3%
IFS
57
Ifrah Financial Services
Arkansas
$4.61M 84,057 -3,521 -4%
GC
58
Garde Capital
Washington
$4.61M 84,042 +17,094 +26%
Goldman Sachs
59
Goldman Sachs
New York
$3.77M 68,764 +13,460 +24%
GB
60
Gunma Bank
Japan
$3.51M 64,000 – –
AC
61
AWM Capital
Arizona
$3.22M 58,687 +4,511 +8%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$3.06M 55,862 +6,237 +13%
BIP
63
Blueprint Investment Partners
North Carolina
$2.9M 52,892 – –
BAM
64
Belpointe Asset Management
Nevada
$2.89M 52,743 -167 -0.3%
FWM
65
Fortress Wealth Management
California
$2.77M 50,556 +4,978 +11%
TFF
66
The Family Firm
Maryland
$2.67M 48,636 +5,480 +13%
RJA
67
Raymond James & Associates
Florida
$2.56M 46,753 -1,470 -3%
ATWA
68
Arbor Trust Wealth Advisors
Michigan
$2.35M 42,919 -4,390 -9%
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$2.34M 42,604 +697 +2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$2.26M 41,290 +2,744 +7%
WCM
71
Windham Capital Management
Massachusetts
$2.25M 41,000 – –
AWM
72
Avior Wealth Management
Nebraska
$2.23M 40,705 +7,321 +22%
CA
73
Cetera Advisors
Colorado
$2.21M 40,296 -16,720 -29%
Comerica Bank
74
Comerica Bank
Texas
$2.09M 35,735 +4,175 +13%
RMC
75
Regis Management Company
California
$2.06M 37,572 – –
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