ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
BlackRock
3
BlackRock
New York
$111M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
AC
5
AWM Capital
Arizona
$10.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
Cerity Partners
2
Cerity Partners
New York
$967K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
ARS Investment Partners
New York
$263K – – –
AWA
202
Arkadios Wealth Advisors
Georgia
$257K +$257K +5,114 New
EWM
203
Evercore Wealth Management
New York
$256K – – –
CAM
204
Cozad Asset Management
Illinois
$255K – – –
PA
205
PFG Advisors
Arizona
$254K -$71.2K -1,420 -22%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$250K – – –
MFG
207
Merit Financial Group
Georgia
$250K +$7.47K +149 +3%
PIAS
208
PCA Investment Advisory Services
Ohio
$248K – – –
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$245K – – –
MG
210
Mather Group
Illinois
$244K +$1.76K +35 +0.7%
CAAS
211
Capital Asset Advisory Services
Michigan
$243K +$31.3K +612 +15%
Charles Schwab
212
Charles Schwab
California
$232K +$232K +4,623 New
AWM
213
Axxcess Wealth Management
California
$230K +$230K +4,595 New
BMCM
214
Bryn Mawr Capital Management
Pennsylvania
$230K +$230K +4,578 New
CAL
215
Capital Advisors Ltd
Ohio
$229K -$145K -2,890 -39%
ASN
216
Advisory Services Network
Georgia
$224K +$3.51K +70 +2%
CL
217
Choreo LLC
Illinois
$220K – – –
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K +$27.6K +550 +15%
HIG
219
Heritage Investment Group
Florida
$213K – – –
WCM
220
Windsor Capital Management
Arizona
$210K -$3.26K -65 -2%
AIA
221
Arbor Investment Advisors
North Carolina
$210K – – –
CI
222
Cordant Inc
Oregon
$209K – – –
AWM
223
Accel Wealth Management
Iowa
$209K -$4.31K -86 -2%
JPG
224
Jordan Park Group
California
$208K -$78.7K -1,568 -27%
AAS
225
Ameritas Advisory Services
Nebraska
$204K +$204K +4,072 New
7 8
9
10 11