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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
2
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
5
BlackRock
New York
$114M

Top Sellers

1
CPA
1
Capital Planning Advisors
California
$1.03M
2
LPL Financial
2
LPL Financial
California
$14.1M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
4
Wells Fargo
California
$23M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
51
Moneta Group Investment Advisors
Missouri
$5.41M -$793K -14,263 -13%
SWA
52
Sutton Wealth Advisors
Florida
$4.96M +$57.1K +1,028 +1%
FT
53
Fiduciary Trust
Massachusetts
$4.75M -$858K -15,437 -15%
GC
54
Garde Capital
Washington
$4.74M -$8.17K -147 -0.2%
NA
55
NewEdge Advisors
Louisiana
$4.68M +$77.2K +1,390 +2%
IFS
56
Ifrah Financial Services
Arkansas
$4.53M -$64.9K -1,168 -1%
AWS
57
Atria Wealth Solutions
New York
$4.46M -$782K -14,067 -15%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.35M +$2.02M +36,375 +87%
LNC
59
Lincoln National Corp
Pennsylvania
$4.01M -$562K -10,108 -12%
TFF
60
The Family Firm
Maryland
$3.69M +$350K +6,290 +10%
AAS
61
Avantax Advisory Services
Texas
$3.58M -$793K -14,278 -18%
GB
62
Gunma Bank
Japan
$3.56M – – –
BOS
63
Bank of Stockton
California
$3.22M -$48.2K -867 -1%
RJA
64
Raymond James & Associates
Florida
$3.09M +$448K +8,056 +17%
FWM
65
Fortress Wealth Management
California
$2.86M -$249K -4,488 -8%
BAM
66
Belpointe Asset Management
Nevada
$2.79M +$25.7K +462 +0.9%
PSCM
67
Per Stirling Capital Management
Texas
$2.71M -$292K -5,262 -10%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.59M -$465K -8,361 -15%
ATWA
69
Arbor Trust Wealth Advisors
Michigan
$2.55M +$18.4K +332 +0.7%
DADC
70
D.A. Davidson & Co
Montana
$2.38M +$158K +2,848 +7%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$2.37M -$29.8K -536 -1%
WCM
72
Windham Capital Management
Massachusetts
$2.37M – – –
CA
73
Cetera Advisors
Colorado
$2.35M -$8.5K -153 -0.4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.19M +$631K +11,355 +41%
RMC
75
Regis Management Company
California
$2.09M – – –
1 2
3
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