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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
IFG Advisory
Georgia
$8.07M
2
BlackRock
BlackRock
New York
$134M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
Morgan Stanley
New York
$74.8M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
Wells Fargo
California
$24.6M
3
GM
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.95M
5
OCM
One Capital Management
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
201
Diversified Portfolios Inc
Michigan
$349K – – –
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$343K +$3.81K +71 +1%
SAM
203
Silvercrest Asset Management
New York
$342K – – –
RF
204
Rollins Financial
Georgia
$340K – – –
ATC
205
Argent Trust Co
Tennessee
$329K +$10.6K +198 +3%
GCA
206
Gradient Capital Advisors
California
$327K -$5.91K -110 -2%
EWM
207
Evercore Wealth Management
New York
$327K – – –
TA
208
Tiedemann Advisors
New York
$319K – – –
TBWA
209
Three Bridge Wealth Advisors
California
$312K – – –
AC
210
Apella Capital
Connecticut
$311K -$22.4K -418 -7%
LW
211
Linscomb Wealth
Texas
$311K – – –
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$310K – – –
FA
213
FDx Advisors
Illinois
$306K -$37.1K -691 -11%
HIC
214
Holderness Investments Company
North Carolina
$306K -$15.2K -284 -5%
JPG
215
Jordan Park Group
California
$306K – – –
RCAG
216
Rehmann Capital Advisory Group
Michigan
$301K -$26.6K -495 -8%
BOTW
217
Bank of the West
California
$301K – – –
TYCC
218
Texas Yale Capital Corp
Florida
$300K – – –
SAM
219
Satovsky Asset Management
New York
$299K +$3.01K +56 +1%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$297K -$26K -484 -8%
AIS
221
American Investment Services
Massachusetts
$293K – – –
SPIA
222
Steward Partners Investment Advisory
New York
$292K +$1.02K +19 +0.4%
SSCA
223
South Shore Capital Advisors
Massachusetts
$291K – – –
LFAS
224
Level Four Advisory Services
Texas
$290K – – –
ASN
225
Advisory Services Network
Georgia
$279K -$3.33K -62 -1%
7 8
9
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