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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$478K +$13.8K +209 +3%
RJT
177
Raymond James Trust
Florida
$467K – – –
CTC
178
Central Trust Company
Missouri
$464K -$100K -1,521 -18%
S
179
Sachetta
Massachusetts
$461K – – –
P
180
Pitcairn
Pennsylvania
$455K – – –
AWM
181
AE Wealth Management
Kansas
$452K -$9.69K -147 -2%
SGK
182
Steigerwald Gordon & Koch
Virginia
$442K -$20.8K -315 -4%
WW
183
Westshore Wealth
California
$442K +$34.1K +517 +8%
HNB
184
Huntington National Bank
Ohio
$442K -$468K – –
NB
185
Nicolet Bankshares
Wisconsin
$440K – – –
ATC
186
Argent Trust Co
Tennessee
$439K +$439K +6,660 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$437K -$28K -425 -6%
LFAS
188
Level Four Advisory Services
Texas
$419K -$3.94K -62 -0.9%
AWM
189
Axxcess Wealth Management
California
$414K +$12.7K +193 +3%
AIS
190
American Investment Services
Massachusetts
$413K – – –
BBNA
191
Bremer Bank National Association
Minnesota
$410K -$56.2K -852 -12%
CAAS
192
Capital Asset Advisory Services
Michigan
$405K +$14.1K +221 +4%
SS
193
Sunbelt Securities
Texas
$395K +$26.4K +400 +7%
DPI
194
Diversified Portfolios Inc
Michigan
$393K – – –
PIAS
195
PCA Investment Advisory Services
Ohio
$374K +$51.5K +782 +16%
DIP
196
DT Investment Partners
Pennsylvania
$373K – – –
TYCC
197
Texas Yale Capital Corp
Florida
$369K – – –
CAG
198
Csenge Advisory Group
Florida
$368K – – –
CAM
199
Cozad Asset Management
Illinois
$367K -$112K -1,705 -23%
SFA
200
Sequoia Financial Advisors
Ohio
$365K +$17.1K +260 +5%
6 7
8
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