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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
-$49K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$114M
2
US Bancorp
2
US Bancorp
Minnesota
$9.79M
3
KOC
3
Koss-Olinger Consulting
Florida
$6.5M
4
Mariner
4
Mariner
Kansas
$11.6M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$5.66M

Top Sellers

1
BlackRock
1
BlackRock
New York
$101M
2
Bank of America
2
Bank of America
North Carolina
$64.5M
3
IA
3
IFG Advisory
Georgia
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.7M
5
CWM
5
CMH Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Silvercrest Asset Management
New York
$347K -$2.74K -50 -0.8%
IWP
202
Innova Wealth Partners
Pennsylvania
$343K -$1.02M -18,661 -75%
SS
203
Sunbelt Securities
Texas
$339K +$75.7K +1,381 +29%
PWM
204
Perigon Wealth Management
California
$337K +$337K +6,143 New
CMP
205
Courage Miller Partners
Virginia
$333K -$26.7K -486 -7%
IWC
206
Integrated Wealth Concepts
Massachusetts
$324K -$43.9K -801 -12%
GCA
207
Gradient Capital Advisors
California
$323K -$11K -200 -3%
TBWA
208
Three Bridge Wealth Advisors
California
$319K – – –
LW
209
Linscomb Wealth
Texas
$318K +$165 +3 +0.1%
REMPR
210
Roof Eidam Maycock Peralta (REMP)
California
$317K – – –
CAG
211
Csenge Advisory Group
Florida
$315K -$107K -1,948 -25%
FWCM
212
Ferguson Wellman Capital Management
Oregon
$315K +$60.1K +1,097 +24%
JPG
213
Jordan Park Group
California
$313K – – –
HIC
214
Holderness Investments Company
North Carolina
$313K – – –
SAM
215
Satovsky Asset Management
New York
$308K +$2.63K +48 +0.9%
TYCC
216
Texas Yale Capital Corp
Florida
$307K – – –
Neuberger Berman Group
217
Neuberger Berman Group
New York
$304K – – –
LFAS
218
Level Four Advisory Services
Texas
$296K – – –
BOM
219
Bank of Marin
California
$290K -$74.8K -1,364 -20%
SFA
220
Sequoia Financial Advisors
Ohio
$289K +$289K +5,272 New
AIP
221
ARS Investment Partners
New York
$288K -$219K -4,000 -43%
TCM
222
True Capital Management
California
$286K +$286K +5,220 New
EWM
223
Evercore Wealth Management
New York
$280K -$54.8K -1,000 -16%
CWM
224
Capital Wealth Management
Rhode Island
$279K +$279K +5,079 New
LWANC
225
Laurel Wealth Advisors (North Carolina)
North Carolina
$277K +$1.65K +30 +0.6%
7 8
9
10 11