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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
101
Commerce Bank
Missouri
$1.1M -$6.52K -130 -0.6%
JA
102
JVL Associates
Michigan
$1.1M – – –
JJBC
103
James J. Burns & Company
New York
$1.1M +$48.4K +965 +5%
B
104
Bridgeworth
Alabama
$1.09M -$2.46K -49 -0.2%
SWA
105
SOA Wealth Advisors
New York
$1.07M +$80.9K +1,612 +8%
MWM
106
Modera Wealth Management
New Jersey
$1.04M – – –
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.04M +$16K +320 +2%
BAG
108
Briggs Advisory Group
Rhode Island
$1M – – –
WA
109
Wambolt & Associates
Colorado
$983K -$3.55K -72 -0.4%
HWM
110
Horizons Wealth Management
North Carolina
$978K +$168K +3,343 +21%
Cerity Partners
111
Cerity Partners
New York
$967K -$8.1M -159,662 -89%
BA
112
Bridge Advisory
California
$963K +$963K +19,198 New
GFS
113
GYL Financial Synergies
Connecticut
$942K – – –
CPA
114
Capital Planning Advisors
California
$934K – – –
IWP
115
Innova Wealth Partners
Pennsylvania
$920K +$920K +18,340 New
MYIA
116
Mount Yale Investment Advisors
Colorado
$909K – – –
PCA
117
Peddock Capital Advisors
Massachusetts
$880K +$58.1K +1,159 +7%
SFG
118
Sowa Financial Group
Rhode Island
$862K -$81K -1,615 -9%
MML Investors Services
119
MML Investors Services
Massachusetts
$858K -$200K -3,987 -19%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$847K +$78.7K +1,569 +10%
CCA
121
Cobblestone Capital Advisors
New York
$844K – – –
1IA
122
1834 Investment Advisors
Wisconsin
$838K -$8.88K -177 -1%
SIC
123
Sigma Investment Counselors
Michigan
$832K -$66.8K -1,331 -7%
EA
124
Eudaimonia Advisors
Tennessee
$830K +$64.2K +1,279 +8%
SCG
125
Sonata Capital Group
Washington
$803K -$18.7K -373 -2%
3 4
5
6 7