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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
126
Sonata Capital Group
Washington
$889K +$16.7K +301 +2%
HFW
127
Horizon Family Wealth
Illinois
$880K -$20.8K -375 -2%
EA
128
Eudaimonia Advisors
Tennessee
$873K +$873K +15,720 New
HWM
129
HB Wealth Management
Georgia
$864K – – –
BCM
130
BTC Capital Management
Iowa
$841K – – –
BPA
131
Beacon Pointe Advisors
California
$834K +$112K +2,021 +16%
DWM
132
Dakota Wealth Management
Florida
$832K -$201K -3,621 -19%
Prudential Financial
133
Prudential Financial
New Jersey
$826K +$65.6K +1,181 +9%
PFBT
134
Parkside Financial Bank & Trust
Missouri
$822K +$62.2K +1,120 +8%
EAM
135
Evanson Asset Management
California
$821K – – –
SGK
136
Steigerwald Gordon & Koch
Virginia
$819K -$181K -3,265 -18%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$811K -$20.3K -365 -2%
WA
138
Wealthstream Advisors
New York
$808K +$2.83K +51 +0.4%
SIC
139
SJS Investment Consulting
Ohio
$804K – – –
JWCA
140
J.W. Cole Advisors
Florida
$797K +$3K +54 +0.4%
CAAM
141
Cornerstone Advisors Asset Management
Pennsylvania
$796K – – –
CCM
142
Coldstream Capital Management
Washington
$757K -$150K -2,697 -17%
AGAM
143
Audent Global Asset Management
California
$753K +$175K +3,151 +30%
SWM
144
Spire Wealth Management
Virginia
$718K +$166K +2,982 +30%
FWIA
145
Fort Washington Investment Advisors
Ohio
$699K – – –
WPW
146
Waldron Private Wealth
Pennsylvania
$686K -$111 -2 -0%
EP
147
Eudaimonia Partners
Tennessee
$656K +$656K +11,812 New
Truist Financial
148
Truist Financial
North Carolina
$655K +$32.2K +580 +5%
TRCT
149
Tower Research Capital (TRC)
New York
$652K +$649K +11,694 +23,388%
Two Sigma Advisers
150
Two Sigma Advisers
New York
$645K +$645K +11,614 New
4 5
6
7 8