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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$85.5M
2
KAS
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
Wells Fargo
California
$13.8M
4
SERBOO
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
126
Innova Wealth Partners
Pennsylvania
$873K -$1.91M -31,095 -69%
HWM
127
Horizons Wealth Management
North Carolina
$868K -$4.37K -71 -0.5%
FOR
128
Family Office Research
Maryland
$861K -$5.66K -92 -0.7%
BCM
129
BTC Capital Management
Iowa
$833K -$11.8K -191 -1%
WKSWA
130
White Knight Strategic Wealth Advisors
New Jersey
$827K -$855K -13,895 -51%
JWCA
131
J.W. Cole Advisors
Florida
$811K +$4.12K +67 +0.5%
CPA
132
Capital Planning Advisors
California
$807K – – –
VWA
133
VERITY Wealth Advisors
United States
$805K +$7.94K +129 +1%
IPW
134
Intergy Private Wealth
Colorado
$801K -$6.52K -106 -0.8%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$798K – – –
SCM
136
SCS Capital Management
Massachusetts
$797K +$797K +12,952 New
WIC
137
Whitegate Investment Counselors
New Hampshire
$795K -$295K -4,800 -27%
JJBC
138
James J. Burns & Company
New York
$754K -$14.9K -242 -2%
CFG
139
Clayton Financial Group
Missouri
$749K -$85.6K -1,391 -10%
WIM
140
Westside Investment Management
California
$746K +$78.1K +1,269 +12%
PAG
141
Private Advisor Group
New Jersey
$745K -$88.1K -1,431 -11%
NRI
142
NFP Retirement Inc
California
$717K +$717K +11,658 New
CCM
143
Coldstream Capital Management
Washington
$702K -$40K -650 -5%
DCM
144
Delta Capital Management
New Jersey
$701K – – –
AWM
145
Accel Wealth Management
Iowa
$671K -$1.29K -21 -0.2%
WA
146
Wambolt & Associates
Colorado
$670K +$247 +4 +0%
OCM
147
One Capital Management
California
$657K -$46.3K -753 -7%
AWA
148
Arkadios Wealth Advisors
Georgia
$657K +$45.5K +739 +7%
TRCT
149
Tower Research Capital (TRC)
New York
$654K +$651K +10,588 +31,141%
CW
150
CreativeOne Wealth
Kansas
$615K -$68.1K -1,107 -10%
4 5
6
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