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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$1.29M 23,221 -4,441 -16%
CB
102
Commerce Bank
Missouri
$1.25M 22,504 -569 -2%
WIC
103
Whitegate Investment Counselors
New Hampshire
$1.24M 22,293 +2,950 +15%
SFG
104
Sowa Financial Group
Rhode Island
$1.23M 22,225 -961 -4%
JA
105
JVL Associates
Michigan
$1.22M 21,912 -626 -3%
B
106
Bridgeworth
Alabama
$1.21M 21,859 -868 -4%
PCA
107
Peddock Capital Advisors
Massachusetts
$1.19M 21,456 +1,956 +10%
AIM
108
Acropolis Investment Management
Missouri
$1.19M 21,435 +19 +0.1%
WA
109
Wambolt & Associates
Colorado
$1.17M 21,333 -762 -3%
JJBC
110
James J. Burns & Company
New York
$1.12M 20,162 +5,291 +36%
ACA
111
Affinity Capital Advisors
California
$1.1M 19,768 -628 -3%
MWM
112
Modera Wealth Management
New Jersey
$1.09M 19,674 +3 +0%
WLIM
113
White Lighthouse Investment Management
Massachusetts
$1.09M 19,643 +185 +1%
SFS
114
Sowell Financial Services
Arkansas
$1.07M 19,343 +19,343 New
DI
115
Disciplined Investments
Oklahoma
$1.07M 19,194 +15 +0.1%
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
$1.04M 18,678 -5,723 -23%
GFS
117
GYL Financial Synergies
Connecticut
$1.03M 18,543 – –
MYIA
118
Mount Yale Investment Advisors
Colorado
$1.01M 18,116 -3,754 -17%
CW
119
CreativeOne Wealth
Kansas
$963K 17,329 -494 -3%
1IA
120
1834 Investment Advisors
Wisconsin
$961K 17,307 +5,585 +48%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$945K 10,240 -4,502 -31%
CCA
122
Cobblestone Capital Advisors
New York
$934K 16,825 – –
HWM
123
Horizons Wealth Management
North Carolina
$916K 16,486 -1,406 -8%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$900K 16,198 -745 -4%
CAM
125
Cresset Asset Management
Illinois
$893K 16,069 +8,004 +99%
3 4
5
6 7