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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Garde Capital
Washington
$4.49M +$207K +4,132 +5%
IFS
52
Ifrah Financial Services
Arkansas
$4.18M +$90K +1,795 +2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$3.99M +$69.4K +1,383 +2%
AWS
54
Atria Wealth Solutions
New York
$3.99M -$46.6K -926 -1%
FT
55
Fiduciary Trust
Massachusetts
$3.97M -$317K -6,327 -7%
AAS
56
Avantax Advisory Services
Texas
$3.46M +$230K +4,581 +7%
TFF
57
The Family Firm
Maryland
$3.27M -$62.6K -1,248 -2%
LNC
58
Lincoln National Corp
Pennsylvania
$3.26M -$355K -7,083 -10%
AWE
59
Avidian Wealth Enterprises
Texas
$3.25M -$1.93M -38,493 -37%
GB
60
Gunma Bank
Japan
$3.21M – – –
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$2.91M +$2.91M +58,105 New
RJA
62
Raymond James & Associates
Florida
$2.9M +$111K +2,209 +4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$2.84M +$2.63M +52,441 +1,243%
BAM
64
Belpointe Asset Management
Nevada
$2.64M +$123K +2,462 +5%
BOS
65
Bank of Stockton
California
$2.63M -$188K -3,878 -7%
FWM
66
Fortress Wealth Management
California
$2.57M -$16.5K -328 -0.6%
PSCM
67
Per Stirling Capital Management
Texas
$2.53M +$82.3K +1,640 +3%
ATWA
68
Arbor Trust Wealth Advisors
Michigan
$2.33M +$2.08K +41 +0.1%
CA
69
Cetera Advisors
Colorado
$2.24M +$118K +2,343 +6%
DADC
70
D.A. Davidson & Co
Montana
$2.23M +$80.7K +1,608 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.2M +$225K +4,481 +11%
EH
72
Equitable Holdings
New York
$2.18M +$448K +8,939 +26%
WCM
73
Windham Capital Management
Massachusetts
$2.14M – – –
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$2.13M -$12.8K -255 -0.6%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$2.13M -$213K -4,239 -9%
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