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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$288K 5,025 +400 +9%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$285K 4,978 -2 -0%
SAM
203
Silvercrest Asset Management
New York
$284K 4,960 – –
PIAS
204
PCA Investment Advisory Services
Ohio
$281K 4,899 +421 +9%
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$277K 4,827 +4,827 New
SHJ
206
Sharkey, Howes & Javer
Colorado
$271K 4,732 -3,189 -40%
AAS
207
Ameritas Advisory Services
Nebraska
$268K 4,685 +23 +0.5%
ACA
208
Aptus Capital Advisors
Alabama
$258K 4,503 -360 -7%
CMP
209
Courage Miller Partners
Virginia
$257K 4,490 -486 -10%
LW
210
Linscomb Wealth
Texas
$253K 4,410 – –
MCM
211
MAI Capital Management
Ohio
$250K 4,369 -247 -5%
CL
212
Choreo LLC
Illinois
$246K 4,335 -34 -0.8%
CI
213
Cordant Inc
Oregon
$238K 4,163 – –
JPG
214
Jordan Park Group
California
$237K 4,140 – –
GCA
215
Gradient Capital Advisors
California
$236K 4,120 – –
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$231K 4,030 -1,695 -30%
AIA
217
Arbor Investment Advisors
North Carolina
$229K 4,002 -216 -5%
MFG
218
Merit Financial Group
Georgia
$228K 3,982 +3 +0.1%
TPCW
219
TD Private Client Wealth
New York
$228K 3,982 +1,170 +42%
FCI
220
Financial Counselors Inc
Kansas
$220K 3,843 +3,843 New
RZH
221
Relyea Zuckerberg Hanson
Connecticut
$218K 3,800 – –
HNWAG
222
High Net Worth Advisory Group
Florida
$218K 3,800 – –
WCM
223
Windsor Capital Management
Arizona
$215K 3,755 -260 -6%
DSA
224
Droms Strauss Advisors
Missouri
$213K 3,720 – –
OGF
225
Orin Green Financial
California
$209K 3,643 +3,643 New
7 8
9
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