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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
IFG Advisory
Georgia
$8.07M
2
BlackRock
BlackRock
New York
$134M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
Morgan Stanley
New York
$74.8M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
Wells Fargo
California
$24.6M
3
GM
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.95M
5
OCM
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Disciplined Investments
Oklahoma
$1.03M +$1.72K +32 +0.2%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$1.02M -$9.66K -180 -0.9%
TFA
128
Teamwork Financial Advisors
Texas
$983K -$91.5K -1,705 -9%
CW
129
CreativeOne Wealth
Kansas
$981K -$1.34K -25 -0.1%
HWM
130
HB Wealth Management
Georgia
$967K +$536K +10,000 +125%
GFS
131
GYL Financial Synergies
Connecticut
$962K +$328K +6,108 +52%
CCA
132
Cobblestone Capital Advisors
New York
$916K +$12.9K +240 +1%
Bank Julius Baer & Co
133
Bank Julius Baer & Co
Switzerland
$909K -$20.9K -391 -2%
SCG
134
Sonata Capital Group
Washington
$907K +$14.2K +265 +2%
TWM
135
Tolleson Wealth Management
Texas
$818K -$43.5K -810 -5%
JWCA
136
J.W. Cole Advisors
Florida
$815K +$39.7K +740 +5%
BCM
137
BTC Capital Management
Iowa
$814K – – –
EAM
138
Evanson Asset Management
California
$794K – – –
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$791K +$7.19K +134 +0.9%
JJBC
140
James J. Burns & Company
New York
$780K +$780K +14,531 New
1IA
141
1834 Investment Advisors
Wisconsin
$776K -$3.17K -59 -0.4%
SIC
142
SJS Investment Consulting
Ohio
$776K +$776K +14,470 New
WA
143
Wealthstream Advisors
New York
$773K +$5.26K +98 +0.7%
SAM
144
SP Asset Management
California
$758K +$122K +2,272 +19%
Jane Street
145
Jane Street
New York
$746K +$746K +13,910 New
BPA
146
Beacon Pointe Advisors
California
$718K +$80.5K +1,500 +13%
ATPW
147
Ashton Thomas Private Wealth
Arizona
$706K -$25.5K -475 -3%
FWIA
148
Fort Washington Investment Advisors
Ohio
$675K -$2.68K -50 -0.4%
WPW
149
Waldron Private Wealth
Pennsylvania
$663K -$43.9K -818 -6%
CAAM
150
Cornerstone Advisors Asset Management
Pennsylvania
$652K -$172K -3,214 -21%
4 5
6
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