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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$8.07M
2
BlackRock
2
BlackRock
New York
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.8M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
GM
3
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.95M
5
OCM
5
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
101
Bremer Bank National Association
Minnesota
$1.44M -$7.68K -143 -0.5%
GM
102
GeoWealth Management
Illinois
$1.42M -$1.96M -36,521 -58%
MG
103
McCutchen Group
Washington
$1.4M – – –
LSAG
104
Lake Street Advisors Group
New Hampshire
$1.39M – – –
MA
105
Mutual Advisors
Nebraska
$1.39M -$44.7K -833 -3%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.34M +$139K +2,585 +12%
HFW
107
Horizon Family Wealth
Illinois
$1.34M -$673K -12,543 -33%
IWP
108
Innova Wealth Partners
Pennsylvania
$1.34M +$1.08M +20,070 +415%
SFG
109
Sowa Financial Group
Rhode Island
$1.31M -$47.5K -884 -3%
EWA
110
EP Wealth Advisors
California
$1.31M -$44.2K -824 -3%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$1.27M +$865K +16,109 +214%
JA
112
JVL Associates
Michigan
$1.24M – – –
B
113
Bridgeworth
Alabama
$1.23M -$33.7K -628 -3%
WA
114
Wambolt & Associates
Colorado
$1.2M -$698K -13,005 -37%
US Bancorp
115
US Bancorp
Minnesota
$1.2M -$229K -4,267 -16%
SGK
116
Steigerwald Gordon & Koch
Virginia
$1.19M -$28.2K -525 -2%
BAG
117
Briggs Advisory Group
Rhode Island
$1.16M -$14.5K -270 -1%
AIM
118
Acropolis Investment Management
Missouri
$1.15M – – –
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.14M -$52.4K -976 -4%
ACA
120
Affinity Capital Advisors
California
$1.1M -$32.8K -612 -3%
MYIA
121
Mount Yale Investment Advisors
Colorado
$1.08M -$23.2K -432 -2%
WLIM
122
White Lighthouse Investment Management
Massachusetts
$1.06M – – –
FNC
123
First National Corp
Massachusetts
$1.06M +$56.4K +1,051 +6%
PCA
124
Peddock Capital Advisors
Massachusetts
$1.06M -$33.1K -616 -3%
MWM
125
Modera Wealth Management
New Jersey
$1.03M -$23.6K -440 -2%
3 4
5
6 7