ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$2.11M +$2.11M +42,042 New
RMC
77
Regis Management Company
California
$1.89M – – –
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.87M +$1.17M +23,227 +165%
HIA
79
Harbor Investment Advisory
Maryland
$1.83M – – –
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$1.79M -$5.57K -111 -0.3%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$1.74M +$1.74M +34,652 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$1.67M +$92.7K +1,849 +6%
PAG
83
Private Advisor Group
New Jersey
$1.66M -$61.4K -1,225 -4%
CIA
84
Capital Investment Advisors
Georgia
$1.6M -$51.6K -1,029 -3%
JE
85
JMAC Enterprises
Pennsylvania
$1.58M +$33K +658 +2%
AWM
86
Avior Wealth Management
Nebraska
$1.57M -$135K -2,694 -8%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$1.55M – – –
FRA
88
Frank Rimerman Advisors
California
$1.55M +$43.2K +862 +3%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$1.54M -$177K -3,528 -10%
B
90
Bailard
California
$1.4M +$50.8K +1,013 +4%
FNC
91
First National Corp
Massachusetts
$1.37M +$84.3K +1,680 +7%
NA
92
NewEdge Advisors
Louisiana
$1.35M -$2.88M -57,444 -68%
IWM
93
IHT Wealth Management
Illinois
$1.31M -$32K -638 -2%
LSAG
94
Lake Street Advisors Group
New Hampshire
$1.3M – – –
MA
95
Mutual Advisors
Nebraska
$1.27M -$40.8K -813 -3%
TTWM
96
TCV Trust & Wealth Management
Virginia
$1.23M – – –
Citigroup
97
Citigroup
New York
$1.21M -$20.5K -408 -2%
CAAM
98
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M +$77.1K +1,538 +7%
OCM
99
One Capital Management
California
$1.18M -$200K -3,978 -14%
Stifel Financial
100
Stifel Financial
Missouri
$1.14M -$100 -2 -0%
2 3
4
5 6