ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Sutton Wealth Advisors
Florida
$4.9M 88,254 +2,740 +3%
GC
52
Garde Capital
Washington
$4.75M 85,432 +1,390 +2%
NA
53
NewEdge Advisors
Louisiana
$4.6M 82,909 +15,337 +23%
IFS
54
Ifrah Financial Services
Arkansas
$4.59M 82,652 -1,405 -2%
LNC
55
Lincoln National Corp
Pennsylvania
$4.57M 82,279 -5,812 -7%
AWE
56
Avidian Wealth Enterprises
Texas
$4.4M 79,298 +69,983 +751%
AAS
57
Avantax Advisory Services
Texas
$4.37M 78,700 -27,021 -26%
Goldman Sachs
58
Goldman Sachs
New York
$4.13M 74,406 +5,642 +8%
AC
59
AWM Capital
Arizona
$3.92M 70,539 +11,852 +20%
GB
60
Gunma Bank
Japan
$3.56M 64,000 – –
TFF
61
The Family Firm
Maryland
$3.34M 60,050 +11,414 +23%
BOS
62
Bank of Stockton
California
$3.27M 58,882 -30,467 -34%
FWM
63
Fortress Wealth Management
California
$3.11M 55,990 +5,434 +11%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$3.05M 54,970 -892 -2%
PSCM
65
Per Stirling Capital Management
Texas
$3M 54,039 -57,635 -52%
BIP
66
Blueprint Investment Partners
North Carolina
$2.97M 53,499 +607 +1%
BAM
67
Belpointe Asset Management
Nevada
$2.76M 49,746 -2,997 -6%
RJA
68
Raymond James & Associates
Florida
$2.64M 47,595 +842 +2%
ATWA
69
Arbor Trust Wealth Advisors
Michigan
$2.53M 45,521 +2,602 +6%
MAWCM
70
Mine & Arao Wealth Creation & Management
California
$2.4M 43,269 +665 +2%
WCM
71
Windham Capital Management
Massachusetts
$2.37M 42,704 +1,704 +4%
CA
72
Cetera Advisors
Colorado
$2.36M 42,427 +2,131 +5%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.33M 41,874 +584 +1%
DADC
74
D.A. Davidson & Co
Montana
$2.22M 39,982 +5,778 +17%
RMC
75
Regis Management Company
California
$2.09M 37,572 – –
1 2
3
4 5