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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$2.06M 37,015 -2,563 -6%
HIA
77
Harbor Investment Advisory
Maryland
$2.04M 36,657 +5,539 +18%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$1.99M 35,848 -265 -0.7%
SAM
79
Stone Asset Management
Texas
$1.89M 34,026 -69,119 -67%
CIA
80
Capital Investment Advisors
Georgia
$1.88M 33,778 -1,423 -4%
AWM
81
Avior Wealth Management
Nebraska
$1.87M 33,592 -7,113 -17%
TNBTD
82
Trustmark National Bank Trust Department
Mississippi
$1.72M 31,000 – –
FRA
83
Frank Rimerman Advisors
California
$1.69M 30,423 +445 +1%
OCM
84
One Capital Management
California
$1.67M 30,053 +2,593 +9%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$1.67M 29,995 +8,452 +39%
Stifel Financial
86
Stifel Financial
Missouri
$1.66M 29,838 -242 -0.8%
JE
87
JMAC Enterprises
Pennsylvania
$1.65M 29,694 +620 +2%
IWM
88
IHT Wealth Management
Illinois
$1.62M 29,193 +1,707 +6%
EH
89
Equitable Holdings
New York
$1.59M 28,578 +123 +0.4%
BBNA
90
Bremer Bank National Association
Minnesota
$1.58M 28,433 +121 +0.4%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.56M 28,023 +146 +0.5%
B
92
Bailard
California
$1.51M 27,181 -3,310 -11%
MA
93
Mutual Advisors
Nebraska
$1.48M 26,626 -73 -0.3%
Citigroup
94
Citigroup
New York
$1.45M 26,158 +60 +0.2%
LSAG
95
Lake Street Advisors Group
New Hampshire
$1.44M 25,986 – –
TTWM
96
TCV Trust & Wealth Management
Virginia
$1.39M 25,005 -1,765 -7%
FNC
97
First National Corp
Massachusetts
$1.36M 24,565 +2,023 +9%
BAG
98
Briggs Advisory Group
Rhode Island
$1.34M 24,155 -109 -0.4%
CAN
99
Cetera Advisor Networks
California
$1.31M 23,516 -4,237 -15%
MML Investors Services
100
MML Investors Services
Massachusetts
$1.3M 23,349 -2,845 -11%
2 3
4
5 6