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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
–
Net Calls
+$1.65M
Net Calls Change
-$1.16M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
4
BlackRock
BlackRock
New York
$145M
5
KNW
Kesler Norman & Wride
Utah
$3.02M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$110K
2
HT
HAP Trading
New York
$0
3
BIP
Blueprint Investment Partners
North Carolina
$3.21M
4
Osaic Holdings
Osaic Holdings
Arizona
$13.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$930K
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Disciplined Investments
Oklahoma
$1.16M +$669 +11 +0.1%
FNC
127
First National Corp
Massachusetts
$1.13M +$67.9K +1,118 +6%
CW
128
CreativeOne Wealth
Kansas
$1.11M +$44K +725 +4%
Bank Julius Baer & Co
129
Bank Julius Baer & Co
Switzerland
$1.05M +$106K +1,750 +11%
CCA
130
Cobblestone Capital Advisors
New York
$1.02M – – –
SCG
131
Sonata Capital Group
Washington
$1.01M -$2.07K -34 -0.2%
TWM
132
Tolleson Wealth Management
Texas
$976K – – –
MI
133
Moneywise Inc
Virginia
$957K -$160K -2,637 -14%
CAAM
134
Cornerstone Advisors Asset Management
Pennsylvania
$933K – – –
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$930K -$1.68M -27,578 -64%
BCM
136
BTC Capital Management
Iowa
$920K – – –
EAM
137
Evanson Asset Management
California
$899K – – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$888K – – –
1IA
139
1834 Investment Advisors
Wisconsin
$883K -$50K -822 -5%
JWCA
140
J.W. Cole Advisors
Florida
$878K +$97.1K +1,598 +12%
WA
141
Wealthstream Advisors
New York
$870K +$2.01K +33 +0.2%
SWM
142
Spire Wealth Management
Virginia
$832K -$153K -2,510 -15%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$829K – – –
RSWM
144
Robertson Stephens Wealth Management
California
$825K +$255K +4,197 +45%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$810K -$19K -312 -2%
Prudential Financial
146
Prudential Financial
New Jersey
$808K +$279K +4,592 +53%
HWM
147
Horizons Wealth Management
North Carolina
$804K +$804K +12,059 New
WPW
148
Waldron Private Wealth
Pennsylvania
$800K – – –
FWIA
149
Fort Washington Investment Advisors
Ohio
$768K – – –
Truist Financial
150
Truist Financial
North Carolina
$731K -$51.5K -848 -7%
4 5
6
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