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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$5M 87,228 +4,214 +5%
AWS
52
Atria Wealth Solutions
New York
$4.73M 82,492 -3,612 -4%
AAS
53
Avantax Advisory Services
Texas
$4.55M 79,444 +33,417 +73%
TFF
54
The Family Firm
Maryland
$4.45M 77,720 +5,675 +8%
PAG
55
Private Advisor Group
New Jersey
$4.27M 74,527 +820 +1%
FT
56
Fiduciary Trust
Massachusetts
$4.12M 71,931 -2,376 -3%
EH
57
Equitable Holdings
New York
$3.11M 54,254 +4,012 +8%
BAM
58
Belpointe Asset Management
Nevada
$3.04M 53,059 +963 +2%
PSCM
59
Per Stirling Capital Management
Texas
$2.93M 51,103 +1,076 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$2.88M 50,285 -5,362 -10%
Goldman Sachs
61
Goldman Sachs
New York
$2.79M 48,769 -2,339 -5%
SWA
62
SOA Wealth Advisors
New York
$2.71M 47,334 +18,107 +62%
DADC
63
D.A. Davidson & Co
Montana
$2.63M 45,988 -38 -0.1%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$2.63M 45,824 +1,809 +4%
Comerica Bank
65
Comerica Bank
Texas
$2.48M 43,339 -1,978 -4%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$2.48M 43,206 +1,019 +2%
EWM
67
Evermay Wealth Management
Virginia
$2.45M 42,695 -2,843 -6%
ATWA
68
Arbor Trust Wealth Advisors
Michigan
$2.34M 40,832 +85 +0.2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$2.32M 40,493 -179 -0.4%
CCWM
70
Cassaday & Co Wealth Management
Virginia
$2.15M 37,592 -1,809 -5%
BOS
71
Bank of Stockton
California
$2.12M 37,042 -6,823 -16%
HIA
72
Harbor Investment Advisory
Maryland
$2.1M 36,735 +96 +0.3%
SWM
73
Spire Wealth Management
Virginia
$2.02M 35,277 +162 +0.5%
MA
74
Mutual Advisors
Nebraska
$2.01M 33,195 +8,259 +33%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$1.97M 34,382 +17 +0%
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