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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$8.07M
2
BlackRock
2
BlackRock
New York
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.8M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
GM
3
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.95M
5
OCM
5
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
Windham Capital Management
Massachusetts
$2.2M – – –
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.07M +$275K +5,134 +15%
Citigroup
78
Citigroup
New York
$2.05M -$380K -7,091 -16%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$2.04M -$58.6K -1,092 -3%
AWM
80
AE Wealth Management
Kansas
$2.02M +$353K +6,573 +21%
RMC
81
Regis Management Company
California
$2.02M – – –
CIA
82
Capital Investment Advisors
Georgia
$1.98M -$1.61K -30 -0.1%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$1.98M -$9.33K -174 -0.5%
OCM
84
One Capital Management
California
$1.95M -$1.77M -33,016 -48%
AWM
85
Avior Wealth Management
Nebraska
$1.79M +$22.4K +417 +1%
IWM
86
IHT Wealth Management
Illinois
$1.75M +$54.4K +1,014 +3%
DWM
87
Dakota Wealth Management
Florida
$1.71M -$503K -9,375 -23%
DADC
88
D.A. Davidson & Co
Montana
$1.71M +$9.28K +173 +0.5%
VCM
89
Vivaldi Capital Management
Illinois
$1.69M +$215K +4,195 +15%
EH
90
Equitable Holdings
New York
$1.67M +$271K +5,051 +19%
HIA
91
Harbor Investment Advisory
Maryland
$1.67M +$107 +2 +0%
B
92
Bailard
California
$1.62M -$152K -2,831 -9%
Comerica Bank
93
Comerica Bank
Texas
$1.62M -$76.8K -1,495 -5%
FRA
94
Frank Rimerman Advisors
California
$1.62M -$74.8K -1,394 -4%
Stifel Financial
95
Stifel Financial
Missouri
$1.6M -$230K -4,292 -13%
JE
96
JMAC Enterprises
Pennsylvania
$1.56M -$199K -3,714 -11%
TTWM
97
TCV Trust & Wealth Management
Virginia
$1.54M -$42.9K -800 -3%
CAN
98
Cetera Advisor Networks
California
$1.54M +$68.2K +1,271 +5%
SIC
99
Sigma Investment Counselors
Michigan
$1.49M -$11.5K -214 -0.8%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.46M -$22.5K -419 -2%
2 3
4
5 6