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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
2
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
5
BlackRock
New York
$114M

Top Sellers

1
CPA
1
Capital Planning Advisors
California
$1.03M
2
LPL Financial
2
LPL Financial
California
$14.1M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
4
Wells Fargo
California
$23M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
76
Harbor Investment Advisory
Maryland
$2.03M -$4.89K -88 -0.2%
Kayne Anderson Rudnick Investment Management
77
Kayne Anderson Rudnick Investment Management
California
$1.99M +$1K +18 +0.1%
EH
78
Equitable Holdings
New York
$1.92M +$328K +5,908 +21%
PAG
79
Private Advisor Group
New Jersey
$1.91M -$152K -2,729 -7%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$1.9M -$5.07M -91,195 -73%
AWM
81
Avior Wealth Management
Nebraska
$1.89M +$26.2K +472 +1%
CIA
82
Capital Investment Advisors
Georgia
$1.84M -$41.9K -754 -2%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.75M +$85.2K +1,533 +5%
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$1.72M – – –
JE
85
JMAC Enterprises
Pennsylvania
$1.72M +$68.1K +1,226 +4%
FRA
86
Frank Rimerman Advisors
California
$1.66M -$26.5K -476 -2%
OCM
87
One Capital Management
California
$1.53M -$142K -2,559 -9%
B
88
Bailard
California
$1.49M -$16.7K -300 -1%
IWM
89
IHT Wealth Management
Illinois
$1.49M -$135K -2,436 -8%
MA
90
Mutual Advisors
Nebraska
$1.45M -$31.9K -574 -2%
LSAG
91
Lake Street Advisors Group
New Hampshire
$1.44M – – –
FNC
92
First National Corp
Massachusetts
$1.42M +$58.8K +1,058 +4%
Citigroup
93
Citigroup
New York
$1.37M -$87.2K -1,569 -6%
TTWM
94
TCV Trust & Wealth Management
Virginia
$1.36M -$27.1K -488 -2%
CAN
95
Cetera Advisor Networks
California
$1.31M +$7.61K +137 +0.6%
Stifel Financial
96
Stifel Financial
Missouri
$1.26M -$398K -7,157 -24%
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$1.23M +$437K +7,864 +55%
CB
98
Commerce Bank
Missouri
$1.23M -$24.5K -440 -2%
JA
99
JVL Associates
Michigan
$1.22M – – –
B
100
Bridgeworth
Alabama
$1.21M +$56 +1 +0%
2 3
4
5 6