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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.5M
2
KAS
2
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$2.12M -$726K -11,791 -26%
EFG
77
Elios Financial Group
Ohio
$2.09M +$10.6K +172 +0.5%
FRA
78
Frank Rimerman Advisors
California
$2.07M -$89.8K -1,460 -4%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$2.06M -$14.2K -230 -0.7%
FNC
80
First National Corp
Massachusetts
$2.02M +$54.5K +885 +3%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$1.91M – – –
PS
82
Principal Securities
Iowa
$1.8M +$2.77K +46 +0.2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.7M -$266K -4,323 -14%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$1.69M -$9.17K -168 -0.5%
Goldman Sachs
85
Goldman Sachs
New York
$1.69M -$497K -8,079 -23%
PCA
86
Peddock Capital Advisors
Massachusetts
$1.67M +$90.6K +1,473 +6%
SWM
87
Spire Wealth Management
Virginia
$1.56M -$554K -9,001 -26%
CIA
88
Capital Investment Advisors
Georgia
$1.55M – – –
VFA
89
Valeo Financial Advisors
Indiana
$1.54M -$147K -2,392 -9%
MWM
90
McNaughton Wealth Management
California
$1.54M -$5.91M -96,004 -79%
IWM
91
IHT Wealth Management
Illinois
$1.54M -$11K -178 -0.7%
BOS
92
Bank of Stockton
California
$1.53M -$832K -13,528 -35%
SC
93
Savant Capital
Illinois
$1.52M -$9.6K -156 -0.6%
AIA
94
Arrow Investment Advisors
Maryland
$1.49M -$237K -3,848 -14%
AWM
95
Avior Wealth Management
Nebraska
$1.46M -$88.5K -1,439 -6%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.42M +$323K +5,251 +30%
B
97
Bailard
California
$1.37M -$266K -4,316 -16%
JA
98
JVL Associates
Michigan
$1.35M – – –
CB
99
Commerce Bank
Missouri
$1.34M +$615 +10 +0%
Citigroup
100
Citigroup
New York
$1.34M -$166K -2,699 -11%
2 3
4
5 6