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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$35.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$125M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.37M
4
AIP
4
Alexis Investment Partners
Texas
$5.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWM
76
Cassaday & Co Wealth Management
Virginia
$2.26M 37,468 -124 -0.3%
HIA
77
Harbor Investment Advisory
Maryland
$2.2M 36,473 -264 -0.7%
Goldman Sachs
78
Goldman Sachs
New York
$2.14M 35,478 -1,909 -5%
FRA
79
Frank Rimerman Advisors
California
$2.12M 35,159 +1,555 +5%
SWM
80
Spire Wealth Management
Virginia
$2.07M 34,429 – –
CAAM
81
Cornerstone Advisors Asset Management
Pennsylvania
$2.04M 33,883 +7,951 +31%
EFG
82
Elios Financial Group
Ohio
$2.03M 33,742 +23 +0.1%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$2.03M 33,657 -730 -2%
JE
84
JMAC Enterprises
Pennsylvania
$2.01M 33,323 +146 +0.4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.92M 31,919 +431 +1%
FNC
86
First National Corp
Massachusetts
$1.92M 31,910 +1,361 +4%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$1.87M 31,000 – –
AIA
88
Arrow Investment Advisors
Maryland
$1.85M 28,108 – –
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$1.85M 31,200 +27,932 +855%
PS
90
Principal Securities
Iowa
$1.8M 29,848 +2,141 +8%
EWM
91
Evermay Wealth Management
Virginia
$1.7M 28,212 -13,772 -33%
VFA
92
Valeo Financial Advisors
Indiana
$1.65M 27,419 +2,640 +11%
WKSWA
93
White Knight Strategic Wealth Advisors
New Jersey
$1.65M 27,336 +13,421 +96%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.63M 27,086 -9,303 -26%
MWM
95
Mosley Wealth Management
California
$1.63M 27,111 +2,506 +10%
B
96
Bailard
California
$1.6M 26,509 +1,334 +5%
LSAG
97
Lake Street Advisors Group
New Hampshire
$1.57M 25,986 – –
PCA
98
Peddock Capital Advisors
Massachusetts
$1.54M 25,608 -2,482 -9%
AWM
99
Avior Wealth Management
Nebraska
$1.52M 25,231 +155 +0.6%
IWM
100
IHT Wealth Management
Illinois
$1.52M 25,141 -95 -0.4%
2 3
4
5 6