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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$35.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$125M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.37M
4
AIP
4
Alexis Investment Partners
Texas
$5.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$1.51M 25,134 -620 -2%
SC
102
Savant Capital
Illinois
$1.5M 24,933 -3,696 -13%
Citigroup
103
Citigroup
New York
$1.47M 24,403 -2,286 -9%
Principal Financial Group
104
Principal Financial Group
Iowa
$1.46M 24,310 +24,310 New
AWE
105
Avidian Wealth Enterprises
Texas
$1.43M 23,754 -1,363 -5%
MA
106
Mutual Advisors
Nebraska
$1.41M 23,221 -9,366 -29%
Cohen & Steers
107
Cohen & Steers
New York
$1.4M 23,230 +23,068 +14,240%
JA
108
JVL Associates
Michigan
$1.32M 21,912 – –
CB
109
Commerce Bank
Missouri
$1.31M 21,794 +50 +0.2%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.3M 21,524 -279 -1%
TTWM
111
TCV Trust & Wealth Management
Virginia
$1.27M 21,149 – –
WLIM
112
White Lighthouse Investment Management
Massachusetts
$1.25M 20,704 -920 -4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.11M 18,407 +1,860 +11%
GWS
114
Greykasell Wealth Strategies
California
$1.09M 18,030 +18,030 New
MML Investors Services
115
MML Investors Services
Massachusetts
$1.07M 17,743 -791 -4%
WIC
116
Whitegate Investment Counselors
New Hampshire
$1.07M 17,715 – –
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1.07M 17,691 +225 +1%
ATI
118
ARK & TLK Investments
Oklahoma
$1.06M 17,540 – –
SCG
119
Sonata Capital Group
Washington
$1.06M 17,507 +808 +5%
NA
120
NewEdge Advisors
Louisiana
$1.05M 17,359 -1,772 -9%
MWM
121
Modera Wealth Management
New Jersey
$1.03M 17,070 +165 +1%
DWM
122
Dakota Wealth Management
Florida
$1.02M 16,853 -300 -2%
MYIA
123
Mount Yale Investment Advisors
Colorado
$997K 16,550 – –
FWM
124
Fortress Wealth Management
California
$978K 16,231 -455 -3%
CCA
125
Cobblestone Capital Advisors
New York
$937K 15,557 -350 -2%
3 4
5
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