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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.5M
2
KAS
2
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$5.47M +$456K +7,405 +9%
GC
52
Garde Capital
Washington
$5.33M -$212K -3,442 -4%
IFS
53
Ifrah Financial Services
Arkansas
$5.32M -$29K -472 -0.5%
CWG
54
Cornerstone Wealth Group
North Carolina
$5.01M -$393K -6,392 -7%
TFF
55
The Family Firm
Maryland
$4.88M +$79.1K +1,286 +2%
AWS
56
Atria Wealth Solutions
New York
$4.72M +$231K +3,752 +5%
ATWA
57
Arbor Trust Wealth Advisors
Michigan
$4.13M +$474K +7,708 +13%
FT
58
Fiduciary Trust
Massachusetts
$4.02M -$202K -3,276 -5%
PSCM
59
Per Stirling Capital Management
Texas
$3.54M -$144K -2,348 -4%
EH
60
Equitable Holdings
New York
$3.49M -$25.5K -415 -0.7%
SWA
61
SOA Wealth Advisors
New York
$3.17M -$35.2K -572 -1%
BAM
62
Belpointe Asset Management
Nevada
$3.07M -$154K -2,498 -5%
PFA
63
Pinnacle Family Advisors
Missouri
$2.9M -$25.2K -409 -0.9%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$2.82M -$270K -4,386 -9%
Comerica Bank
65
Comerica Bank
Texas
$2.77M +$208K +3,386 +8%
Citadel Advisors
66
Citadel Advisors
Florida
$2.7M +$2.56M +41,631 +1,864%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$2.63M +$226K +3,667 +9%
DADC
68
D.A. Davidson & Co
Montana
$2.57M -$70.2K -1,141 -3%
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$2.46M +$4.12K +67 +0.2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.43M -$103K -1,676 -4%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$2.42M -$441K -7,172 -15%
CAAM
72
Cornerstone Advisors Asset Management
Pennsylvania
$2.31M +$229K +3,721 +11%
CCWM
73
Cassaday & Co Wealth Management
Virginia
$2.31M – – –
HIA
74
Harbor Investment Advisory
Maryland
$2.24M +$62 +1 +0%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.14M +$475K +7,716 +28%
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