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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$1.65M 25,076 -1,991 -7%
VFA
102
Valeo Financial Advisors
Indiana
$1.63M 24,779 +17,656 +248%
MWM
103
Mosley Wealth Management
California
$1.59M 24,605 +784 +3%
JA
104
JVL Associates
Michigan
$1.44M 21,912 – –
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$1.44M 21,803 -219 -1%
CB
106
Commerce Bank
Missouri
$1.43M 21,744 +950 +5%
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.43M 21,624 -65 -0.3%
CIA
108
Choate Investment Advisors
Massachusetts
$1.4M 21,243 -2,300 -10%
TTWM
109
TCV Trust & Wealth Management
Virginia
$1.39M 21,149 -2,648 -11%
NA
110
NewEdge Advisors
Louisiana
$1.26M 19,131 +4,088 +27%
CPA
111
Capital Planning Advisors
California
$1.23M 18,623 – –
MML Investors Services
112
MML Investors Services
Massachusetts
$1.22M 18,534 -37 -0.2%
WIC
113
Whitegate Investment Counselors
New Hampshire
$1.17M 17,715 -2,160 -11%
ATI
114
ARK & TLK Investments
Oklahoma
$1.16M 17,540 – –
PFBT
115
Parkside Financial Bank & Trust
Missouri
$1.15M 17,466 -102 -0.6%
DWM
116
Dakota Wealth Management
Florida
$1.13M 17,153 – –
MWM
117
Modera Wealth Management
New Jersey
$1.11M 16,905 -456 -3%
SCG
118
Sonata Capital Group
Washington
$1.1M 16,699 -401 -2%
FWM
119
Fortress Wealth Management
California
$1.1M 16,686 -641 -4%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.09M 16,547 +14,971 +950%
MYIA
121
Mount Yale Investment Advisors
Colorado
$1.09M 16,550 – –
CCA
122
Cobblestone Capital Advisors
New York
$1.05M 15,907 -918 -5%
FTUS
123
Flow Traders U.S.
New York
$1.04M 15,779 +15,779 New
WA
124
Wealthstream Advisors
New York
$1.03M 15,618 – –
CFG
125
Clayton Financial Group
Missouri
$1.03M 15,571 -4,906 -24%
3 4
5
6 7