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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKSWA
151
White Knight Strategic Wealth Advisors
New Jersey
$639K +$26.8K +482 +4%
BWA
152
Beam Wealth Advisors
Louisiana
$622K -$23.9K -430 -4%
FTS
153
Fifth Third Securities
Ohio
$611K +$51.8K +932 +9%
CTC
154
Central Trust Company
Missouri
$609K -$889 -16 -0.1%
CAL
155
Capital Advisors Ltd
Ohio
$586K – – –
CWM
156
C2C Wealth Management
Arizona
$581K – – –
EIP
157
Ellis Investment Partners
Pennsylvania
$541K +$1.11K +20 +0.2%
AWM
158
AE Wealth Management
Kansas
$539K +$61.1K +1,101 +13%
VWA
159
VERITY Wealth Advisors
United States
$536K +$1.78K +32 +0.3%
TWM
160
Tolleson Wealth Management
Texas
$522K – – –
GT
161
Glenview Trust
Kentucky
$518K – – –
JWA
162
JFS Wealth Advisors
Pennsylvania
$509K -$10.6K -191 -2%
CS
163
Comerica Securities
Michigan
$504K +$16.3K +294 +3%
EWA
164
EP Wealth Advisors
California
$502K -$2.03M -19,501 -80%
JIR
165
James Investment Research
Ohio
$500K -$74.2K -1,335 -13%
BSW
166
Buckingham Strategic Wealth
Missouri
$488K – – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$487K +$117K +2,101 +31%
WPC
168
Waters Parkerson & Co
Louisiana
$483K – – –
IAN
169
Integrated Advisors Network
Texas
$451K -$13.5K -243 -3%
HNB
170
Huntington National Bank
Ohio
$447K -$486K – –
WIM
171
Westside Investment Management
California
$443K -$45.3K -816 -9%
DIP
172
DT Investment Partners
Pennsylvania
$440K -$15.4K -279 -3%
PA
173
PFG Advisors
Arizona
$439K -$6.33K -114 -1%
DL
174
DOHJ LLC
Washington
$428K +$2.17K +39 +0.5%
DPI
175
Diversified Portfolios Inc
Michigan
$418K +$44.7K +805 +12%
5 6
7
8 9