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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$125M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$96.4M
4
FIA
4
Foundations Investment Advisors
Arizona
$26.6M
5
IWP
5
Innova Wealth Partners
Pennsylvania
$2.73M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$937K – – –
WA
127
Wealthstream Advisors
New York
$936K -$5.24K -87 -0.6%
BPA
128
Beacon Pointe Advisors
California
$934K +$175K +2,910 +23%
AGAM
129
Audent Global Asset Management
California
$928K +$129K +2,133 +16%
SIC
130
Sigma Investment Counselors
Michigan
$911K – – –
EAM
131
Evanson Asset Management
California
$860K – – –
HWM
132
Horizons Wealth Management
North Carolina
$855K -$46.5K -771 -5%
FOR
133
Family Office Research
Maryland
$849K +$849K +14,091 New
BCM
134
BTC Capital Management
Iowa
$827K -$3.13K -52 -0.4%
CFG
135
Clayton Financial Group
Missouri
$818K -$121K -2,000 -13%
PAG
136
Private Advisor Group
New Jersey
$816K -$3.92M -65,028 -83%
CPA
137
Capital Planning Advisors
California
$791K -$331K -5,500 -30%
IPW
138
Intergy Private Wealth
Colorado
$791K -$5.42K -90 -0.7%
JWCA
139
J.W. Cole Advisors
Florida
$790K +$6.21K +103 +0.8%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$781K -$79.2K -1,314 -9%
VWA
141
VERITY Wealth Advisors
United States
$781K +$3.56K +59 +0.5%
CAL
142
Capital Analysts LLC
Pennsylvania
$766K +$58.2K +966 +8%
JJBC
143
James J. Burns & Company
New York
$754K -$38.1K -631 -5%
CCM
144
Coldstream Capital Management
Washington
$727K +$54.2K +900 +8%
OCM
145
One Capital Management
California
$689K -$15.7K -260 -2%
DCM
146
Delta Capital Management
New Jersey
$687K +$687K +11,400 New
CW
147
CreativeOne Wealth
Kansas
$669K -$6.93K -115 -1%
AWM
148
Accel Wealth Management
Iowa
$659K +$301 +5 +0%
WA
149
Wambolt & Associates
Colorado
$655K -$9.88K -164 -1%
WIM
150
Westside Investment Management
California
$654K +$67K +1,111 +11%
4 5
6
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