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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$35.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$125M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.37M
4
AIP
4
Alexis Investment Partners
Texas
$5.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CWG
51
Cornerstone Wealth Group
North Carolina
$5.29M 87,768 -722 -0.8%
IFS
52
Ifrah Financial Services
Arkansas
$5.24M 86,932 -180 -0.2%
CAM
53
Cresset Asset Management
Illinois
$4.91M 81,430 -3,287 -4%
TFF
54
The Family Firm
Maryland
$4.7M 78,044 +4,547 +6%
AAS
55
Avantax Advisory Services
Texas
$4.5M 74,619 -6,054 -8%
AWS
56
Atria Wealth Solutions
New York
$4.4M 72,992 -8,398 -10%
FT
57
Fiduciary Trust
Massachusetts
$4.13M 68,558 -2,286 -3%
PSCM
58
Per Stirling Capital Management
Texas
$3.61M 59,937 -1,873 -3%
ATWA
59
Arbor Trust Wealth Advisors
Michigan
$3.58M 59,429 +18,597 +46%
EH
60
Equitable Holdings
New York
$3.44M 57,120 +1,494 +3%
BAM
61
Belpointe Asset Management
Nevada
$3.39M 52,447 +188 +0.4%
SWA
62
SOA Wealth Advisors
New York
$3.13M 52,014 +1,824 +4%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$3.03M 50,225 -1,781 -3%
PFA
64
Pinnacle Family Advisors
Missouri
$2.87M 47,597 +2,302 +5%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$2.8M 46,474 -1,323 -3%
Cerity Partners
66
Cerity Partners
New York
$2.79M 46,228 -54,182 -54%
IWP
67
Innova Wealth Partners
Pennsylvania
$2.73M 45,277 +45,277 New
QC
68
Quadrature Capital
United Kingdom
$2.67M 44,283 +44,283 New
DADC
69
D.A. Davidson & Co
Montana
$2.58M 42,891 -3,768 -8%
MPPLM
70
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.52M 41,793 +1,343 +3%
Comerica Bank
71
Comerica Bank
Texas
$2.51M 41,637 +570 +1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$2.48M 41,113 -168 -0.4%
MAWCM
73
Mine & Arao Wealth Creation & Management
California
$2.4M 39,904 -2,158 -5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$2.36M 39,083 +23,946 +158%
BOS
75
Bank of Stockton
California
$2.31M 38,411 +839 +2%
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