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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.9M
2
BlackRock
2
BlackRock
New York
$84.8M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$5.26M
4
PAG
4
Private Advisor Group
New Jersey
$4.25M
5
EWM
5
Evermay Wealth Management
Virginia
$2.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$74.1K
4
GFS
4
GYL Financial Synergies
Connecticut
$8.53M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
76
Avidian Wealth Enterprises
Texas
$2.21M -$316K -5,481 -13%
HIA
77
Harbor Investment Advisory
Maryland
$2.11M +$58 +1 +0%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.11M -$244K -4,234 -10%
SWM
79
Spire Wealth Management
Virginia
$2.03M +$113K +1,965 +6%
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$1.98M -$60.6K -1,050 -3%
FRA
81
Frank Rimerman Advisors
California
$1.94M +$135K +2,344 +7%
AWM
82
Avior Wealth Management
Nebraska
$1.88M +$72.2K +1,252 +4%
JE
83
JMAC Enterprises
Pennsylvania
$1.88M +$58.3K +1,010 +3%
GB
84
Gunma Bank
Japan
$1.85M – – –
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$1.79M – – –
IWP
86
Innova Wealth Partners
Pennsylvania
$1.78M +$1.78M +30,901 New
FNC
87
First National Corp
Massachusetts
$1.71M – – –
SWA
88
SOA Wealth Advisors
New York
$1.69M +$243K +4,216 +17%
BSW
89
Buckingham Strategic Wealth
Missouri
$1.63M -$124K -2,151 -7%
CIA
90
Capital Investment Advisors
Georgia
$1.62M -$194K -3,357 -11%
Stifel Financial
91
Stifel Financial
Missouri
$1.59M +$53.8K +932 +4%
B
92
Bailard
California
$1.55M +$45.6K +791 +3%
CA
93
Cetera Advisors
Colorado
$1.54M +$179K +3,105 +13%
LSAG
94
Lake Street Advisors Group
New Hampshire
$1.5M – – –
IWM
95
IHT Wealth Management
Illinois
$1.5M +$80.5K +1,396 +6%
RJA
96
Raymond James & Associates
Florida
$1.49M -$640K -11,096 -30%
PS
97
Principal Securities
Iowa
$1.48M +$114K +1,979 +8%
MA
98
Mutual Advisors
Nebraska
$1.44M +$58 +1 +0%
CAAM
99
Cornerstone Advisors Asset Management
Pennsylvania
$1.42M +$35.3K +611 +3%
TTWM
100
TCV Trust & Wealth Management
Virginia
$1.38M -$35.8K -620 -3%
2 3
4
5 6