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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$1.02M – – –
Stifel Financial
127
Stifel Financial
Missouri
$1.02M +$204K +3,090 +25%
SIC
128
Sigma Investment Counselors
Michigan
$997K -$45.7K -694 -4%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$992K +$123K +1,883 +14%
HWM
130
Horizons Wealth Management
North Carolina
$985K -$22.9K -348 -2%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$941K -$1.65K -25 -0.2%
EAM
132
Evanson Asset Management
California
$941K – – –
WKSWA
133
White Knight Strategic Wealth Advisors
New Jersey
$917K -$66 -1 -0%
BCM
134
BTC Capital Management
Iowa
$908K -$4.94K -75 -0.5%
NL
135
NVWM LLC
Pennsylvania
$902K +$902K +13,688 New
AGAM
136
Audent Global Asset Management
California
$874K -$593 -9 -0.1%
IPW
137
Intergy Private Wealth
Colorado
$871K -$13.4K -203 -2%
JJBC
138
James J. Burns & Company
New York
$866K -$2.38K -36 -0.3%
JWCA
139
J.W. Cole Advisors
Florida
$858K +$7.71K +117 +0.9%
VWA
140
VERITY Wealth Advisors
United States
$850K +$3.96K +60 +0.5%
BPA
141
Beacon Pointe Advisors
California
$830K -$38.2K -579 -4%
CAL
142
Capital Analysts LLC
Pennsylvania
$774K +$144K +2,183 +23%
OCM
143
One Capital Management
California
$771K -$11K -167 -1%
1IA
144
1834 Investment Advisors
Wisconsin
$755K +$4.22K +64 +0.6%
CW
145
CreativeOne Wealth
Kansas
$739K -$20K -303 -3%
CCM
146
Coldstream Capital Management
Washington
$736K – – –
WA
147
Wambolt & Associates
Colorado
$723K -$96.1K -1,467 -12%
AWM
148
Accel Wealth Management
Iowa
$720K +$378K +5,733 +110%
DWM
149
Diversify Wealth Management
Utah
$718K +$718K +10,944 New
FWIA
150
Fort Washington Investment Advisors
Ohio
$673K -$6.59K -100 -1%
4 5
6
7 8