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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$6.09M 92,374 -1,363 -1%
CWG
52
Cornerstone Wealth Group
North Carolina
$5.83M 88,490 -2,119 -2%
IFS
53
Ifrah Financial Services
Arkansas
$5.74M 87,112 -1,773 -2%
CAM
54
Cresset Asset Management
Illinois
$5.58M 84,717 -2,511 -3%
AWS
55
Atria Wealth Solutions
New York
$5.36M 81,390 -1,102 -1%
AAS
56
Avantax Advisory Services
Texas
$5.32M 80,673 +1,229 +2%
PAG
57
Private Advisor Group
New Jersey
$5.18M 78,573 +4,046 +5%
TFF
58
The Family Firm
Maryland
$4.84M 73,497 -4,223 -5%
FT
59
Fiduciary Trust
Massachusetts
$4.67M 70,844 -1,087 -2%
PSCM
60
Per Stirling Capital Management
Texas
$4.07M 61,810 +10,707 +21%
EH
61
Equitable Holdings
New York
$3.67M 55,626 +1,372 +3%
BAM
62
Belpointe Asset Management
Nevada
$3.44M 52,259 -800 -2%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$3.43M 52,006 +1,721 +3%
SWA
64
SOA Wealth Advisors
New York
$3.31M 50,190 +2,856 +6%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$3.15M 47,797 +1,973 +4%
DADC
66
D.A. Davidson & Co
Montana
$3.08M 46,659 +671 +1%
PFA
67
Pinnacle Family Advisors
Missouri
$2.99M 45,295 +45,295 New
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.77M 42,062 -1,144 -3%
EWM
69
Evermay Wealth Management
Virginia
$2.77M 41,984 -711 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.72M 41,281 +788 +2%
Comerica Bank
71
Comerica Bank
Texas
$2.71M 41,067 -2,272 -5%
MPPLM
72
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.67M 40,450 +40,450 New
CCWM
73
Cassaday & Co Wealth Management
Virginia
$2.48M 37,592 – –
BOS
74
Bank of Stockton
California
$2.48M 37,572 +530 +1%
Goldman Sachs
75
Goldman Sachs
New York
$2.46M 37,387 -11,382 -23%
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