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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$780K – – –
WIC
127
Whitegate Investment Counselors
New Hampshire
$766K -$9.53K -190 -1%
AIM
128
Acropolis Investment Management
Missouri
$759K -$260K -5,181 -26%
EAM
129
Evanson Asset Management
California
$742K – – –
BCM
130
BTC Capital Management
Iowa
$739K – – –
ATPW
131
Ashton Thomas Private Wealth
Arizona
$732K – – –
WA
132
Wealthstream Advisors
New York
$731K – – –
Prudential Financial
133
Prudential Financial
New Jersey
$713K -$57.2K -1,140 -7%
CW
134
CreativeOne Wealth
Kansas
$709K -$48.3K -963 -6%
EP
135
Eudaimonia Partners
Tennessee
$701K +$57.3K +1,142 +9%
Truist Financial
136
Truist Financial
North Carolina
$684K +$40.5K +808 +6%
BPA
137
Beacon Pointe Advisors
California
$678K -$30.6K -610 -4%
SFS
138
Sowell Financial Services
Arkansas
$676K -$26.2K -516 -4%
SIC
139
SJS Investment Consulting
Ohio
$656K -$70.2K -1,400 -10%
JWCA
140
J.W. Cole Advisors
Florida
$654K -$35.4K -705 -5%
SWM
141
Spire Wealth Management
Virginia
$653K +$33K +658 +5%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$653K -$144K -2,872 -18%
DWM
143
Dakota Wealth Management
Florida
$650K -$48.4K -964 -7%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$649K – – –
FWIA
145
Fort Washington Investment Advisors
Ohio
$631K – – –
WPW
146
Waldron Private Wealth
Pennsylvania
$627K – – –
EWA
147
EP Wealth Advisors
California
$616K -$96K -1,914 -13%
ACA
148
Affinity Capital Advisors
California
$608K -$262K -5,227 -30%
WKSWA
149
White Knight Strategic Wealth Advisors
New Jersey
$598K -$14.2K -284 -2%
CCM
150
Coldstream Capital Management
Washington
$584K -$100K -1,998 -15%
4 5
6
7 8