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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
341
Holders Change
-14
Holders Change %
-3.94%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
102
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$6.36M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$137M
3
FIA
3
Foundations Investment Advisors
Arizona
$32.9M
4
MWM
4
Modern Wealth Management
Kansas
$4.3M
5
BlackRock
5
BlackRock
New York
$10.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$74.3M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$312K
3
Bank of America
3
Bank of America
North Carolina
$48.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12M
5
AIP
5
Alexis Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$841K 13,751 +569 +4%
BCM
127
BTC Capital Management
Iowa
$827K 13,519 -19 -0.1%
WIC
128
Whitegate Investment Counselors
New Hampshire
$820K 13,415 +500 +4%
VWA
129
VERITY Wealth Advisors
United States
$803K 13,133 +42 +0.3%
CPA
130
Capital Planning Advisors
California
$803K 13,123 – –
SCM
131
SCS Capital Management
Massachusetts
$792K 12,952 – –
WKSWA
132
White Knight Strategic Wealth Advisors
New Jersey
$789K 12,896 -545 -4%
IPW
133
Intergy Private Wealth
Colorado
$770K 12,596 -419 -3%
JJBC
134
James J. Burns & Company
New York
$741K 12,124 -127 -1%
CCM
135
Coldstream Capital Management
Washington
$698K 11,416 – –
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$698K 11,406 -27,896 -71%
DCM
137
Delta Capital Management
New Jersey
$697K 11,400 – –
Stifel Financial
138
Stifel Financial
Missouri
$654K 10,688 +1,052 +11%
AWA
139
Arkadios Wealth Advisors
Georgia
$653K 10,677 +1 +0%
OCM
140
One Capital Management
California
$625K 10,224 -455 -4%
PIAS
141
PCA Investment Advisory Services
Ohio
$618K 10,106 +10,106 New
SWA
142
Strata Wealth Advisors
Texas
$614K 10,047 +492 +5%
CW
143
CreativeOne Wealth
Kansas
$590K 9,652 -343 -3%
GT
144
Glenview Trust
Kentucky
$581K 9,502 – –
CWM
145
Congress Wealth Management
Massachusetts
$580K 9,480 – –
IAN
146
Integrated Advisors Network
Texas
$576K 9,426 – –
AWM
147
Accel Wealth Management
Iowa
$575K 9,397 -1,511 -14%
JIR
148
James Investment Research
Ohio
$550K 9,000 – –
TWM
149
Tolleson Wealth Management
Texas
$550K 8,998 -79 -0.9%
ACA
150
Affinity Capital Advisors
California
$546K 8,924 -543 -6%
4 5
6
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