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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CB
101
Commerce Bank
Missouri
$1.19M 20,794 – –
Citigroup
102
Citigroup
New York
$1.19M 20,764 +563 +3%
CFG
103
Clayton Financial Group
Missouri
$1.18M 20,477 +2,378 +13%
PCA
104
Peddock Capital Advisors
Massachusetts
$1.15M 20,029 +197 +1%
WIC
105
Whitegate Investment Counselors
New Hampshire
$1.14M 19,875 – –
HSBC Holdings
106
HSBC Holdings
United Kingdom
$1.08M 18,834 +8,167 +77%
CPA
107
Capital Planning Advisors
California
$1.07M 18,623 – –
MML Investors Services
108
MML Investors Services
Massachusetts
$1.06M 18,571 -1,105 -6%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$1.01M 17,568 +4 +0%
ATI
110
ARK & TLK Investments
Oklahoma
$1M 17,540 – –
MWM
111
Modera Wealth Management
New Jersey
$995K 17,361 -713 -4%
FWM
112
Fortress Wealth Management
California
$993K 17,327 +36 +0.2%
DWM
113
Dakota Wealth Management
Florida
$983K 17,153 -75 -0.4%
SCG
114
Sonata Capital Group
Washington
$980K 17,100 +339 +2%
CCA
115
Cobblestone Capital Advisors
New York
$964K 16,825 – –
MYIA
116
Mount Yale Investment Advisors
Colorado
$948K 16,550 – –
HWM
117
Horizons Wealth Management
North Carolina
$921K 15,300 -15 -0.1%
TCG
118
Transcendent Capital Group
Oklahoma
$919K 16,043 -1,029 -6%
SIC
119
Sigma Investment Counselors
Michigan
$906K 15,815 +700 +5%
WA
120
Wealthstream Advisors
New York
$895K 15,618 -12 -0.1%
HWM
121
HB Wealth Management
Georgia
$891K 15,548 – –
NA
122
NewEdge Advisors
Louisiana
$862K 15,043 +230 +2%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$819K 14,302 -210 -1%
EAM
124
Evanson Asset Management
California
$818K 14,275 – –
WKSWA
125
White Knight Strategic Wealth Advisors
New Jersey
$797K 13,916 -334 -2%
3 4
5
6 7