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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 %
P
176
Pitcairn
Pennsylvania
$383K – – –
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
$373K -$5.54K -100 -1%
NB
178
Nicolet Bankshares
Wisconsin
$371K – – –
Renaissance Technologies
179
Renaissance Technologies
New York
$367K +$367K +6,600 New
BBNA
180
Bremer Bank National Association
Minnesota
$366K -$1.21M -21,840 -77%
AIS
181
American Investment Services
Massachusetts
$363K +$6.95K +125 +2%
PA
182
PFG Advisors
Arizona
$360K -$79.7K -1,435 -18%
CWP
183
Corepath Wealth Partners
Arizona
$356K -$9.28K -164 -3%
PWM
184
Perigon Wealth Management
California
$355K +$13.6K +244 +4%
TCWA
185
Ten Capital Wealth Advisors
Washington
$352K -$26.2K -472 -7%
GJIA
186
Glass Jacobson Investment Advisors
Maryland
$346K +$346K +6,230 New
SS
187
Sunbelt Securities
Texas
$344K +$24.2K +435 +8%
SWP
188
Stratos Wealth Partners
Ohio
$342K -$16.6K -298 -5%
SAM
189
Silvercrest Asset Management
New York
$336K +$12.2K +220 +4%
LFAS
190
Level Four Advisory Services
Texas
$329K +$28.7K +516 +10%
SAM
191
SP Asset Management
California
$328K +$1.28K +23 +0.4%
CC
192
Courier Capital
New York
$326K +$326K +5,863 New
SXL
193
Summit X LLC
Missouri
$323K -$11.1K -200 -3%
CMP
194
Courage Miller Partners
Virginia
$322K – – –
REMPR
195
Roof Eidam Maycock Peralta (REMP)
California
$321K – – –
CAG
196
Csenge Advisory Group
Florida
$319K – – –
GCA
197
Gradient Capital Advisors
California
$318K -$8.89K -160 -3%
JPG
198
Jordan Park Group
California
$317K – – –
FWTB
199
First Western Trust Bank
Colorado
$315K -$32.1K -578 -9%
SAM
200
Satovsky Asset Management
New York
$315K +$1.17K +21 +0.4%
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