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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
Morgan Stanley
New York
$89.2M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
BlackRock
New York
$114M

Top Sellers

1
CPA
Capital Planning Advisors
California
$1.03M
2
LPL Financial
LPL Financial
California
$14.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
Wells Fargo
California
$23M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKSWA
151
White Knight Strategic Wealth Advisors
New Jersey
$678K +$38.6K +694 +6%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$644K +$156K +2,809 +32%
CWM
153
C2C Wealth Management
Arizona
$595K – – –
CTC
154
Central Trust Company
Missouri
$562K -$47.8K -860 -8%
VWA
155
VERITY Wealth Advisors
United States
$538K +$1.39K +25 +0.3%
RFG
156
Range Financial Group
Oregon
$529K +$529K +9,528 New
TWM
157
Tolleson Wealth Management
Texas
$523K – – –
GT
158
Glenview Trust
Kentucky
$518K – – –
JWA
159
JFS Wealth Advisors
Pennsylvania
$506K -$3.61K -65 -0.7%
FI
160
Financial Insights
Washington
$503K +$100K +1,801 +25%
BSW
161
Buckingham Strategic Wealth
Missouri
$501K +$6K +108 +1%
JIR
162
James Investment Research
Ohio
$500K – – –
Vanguard Group
163
Vanguard Group
Pennsylvania
$500K +$500K +9,000 New
CS
164
Comerica Securities
Michigan
$493K -$11.3K -204 -2%
SGK
165
Steigerwald Gordon & Koch
Virginia
$488K -$331K -5,960 -40%
WPC
166
Waters Parkerson & Co
Louisiana
$483K – – –
AWM
167
AE Wealth Management
Kansas
$472K -$67.4K -1,212 -12%
HNB
168
Huntington National Bank
Ohio
$459K -$447K – –
IAN
169
Integrated Advisors Network
Texas
$456K +$4.84K +87 +1%
WIM
170
Westside Investment Management
California
$445K +$1.45K +26 +0.3%
DL
171
DOHJ LLC
Washington
$430K +$1.61K +29 +0.4%
PO
172
Private Ocean
California
$417K – – –
CAL
173
Capital Advisors Ltd
Ohio
$414K -$172K -3,089 -29%
EIP
174
Ellis Investment Partners
Pennsylvania
$406K -$135K -2,435 -25%
DPI
175
Diversified Portfolios Inc
Michigan
$404K -$13.8K -248 -3%
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