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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
BTC Capital Management
Iowa
$794K – – –
IPW
127
Intergy Private Wealth
Colorado
$768K -$6.03M -105,269 -89%
AGAM
128
Audent Global Asset Management
California
$760K +$15.1K +264 +2%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$759K -$25.3K -442 -3%
BPA
130
Beacon Pointe Advisors
California
$755K – – –
JJBC
131
James J. Burns & Company
New York
$754K -$31.3K -546 -4%
JWCA
132
J.W. Cole Advisors
Florida
$739K -$39.9K -697 -5%
VWA
133
VERITY Wealth Advisors
United States
$736K +$1.78K +31 +0.2%
WA
134
Wambolt & Associates
Colorado
$709K -$31.6K -557 -4%
Stifel Financial
135
Stifel Financial
Missouri
$705K -$869K -15,169 -55%
OCM
136
One Capital Management
California
$679K -$181K -3,164 -21%
CW
137
CreativeOne Wealth
Kansas
$660K -$41.2K -719 -6%
1IA
138
1834 Investment Advisors
Wisconsin
$653K +$6.02K +105 +0.9%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$644K +$57 +1 +0%
CCM
140
Coldstream Capital Management
Washington
$640K – – –
IWP
141
Innova Wealth Partners
Pennsylvania
$595K -$1.17M -20,508 -66%
FWIA
142
Fort Washington Investment Advisors
Ohio
$590K -$5.73K -100 -1%
Jane Street
143
Jane Street
New York
$586K +$350K +6,111 +148%
ACA
144
Affinity Capital Advisors
California
$586K -$64.9K -1,133 -10%
AWA
145
Arkadios Wealth Advisors
Georgia
$583K +$316K +5,512 +118%
RFG
146
Range Financial Group
Oregon
$571K -$4.35K -76 -0.8%
Prudential Financial
147
Prudential Financial
New Jersey
$571K +$72.7K +1,269 +15%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$563K +$40.1K +700 +8%
Truist Financial
149
Truist Financial
North Carolina
$550K -$64.3K -1,122 -10%
IAN
150
Integrated Advisors Network
Texas
$549K +$29.7K +519 +6%
4 5
6
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