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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 Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$353K 5,354 +376 +8%
RSWM
202
Robertson Stephens Wealth Management
California
$349K 5,301 -2 -0%
HIC
203
Holderness Investments Company
North Carolina
$349K 5,300 – –
AIP
204
ARS Investment Partners
New York
$346K 5,250 – –
SIAP
205
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K 5,025 – –
SAM
206
Silvercrest Asset Management
New York
$327K 4,960 – –
Bessemer Group
207
Bessemer Group
New Jersey
$323K 4,900 +1,700 +53%
TCG
208
Transcendent Capital Group
Oklahoma
$316K 4,788 -11,255 -70%
SAM
209
SP Asset Management
California
$310K 4,704 -1,384 -23%
EIP
210
Ellis Investment Partners
Pennsylvania
$308K 4,672 -1,119 -19%
ACA
211
Aptus Capital Advisors
Alabama
$293K 4,442 -61 -1%
CMP
212
Courage Miller Partners
Virginia
$293K 4,442 -48 -1%
LW
213
Linscomb Wealth
Texas
$291K 4,410 – –
MCM
214
MAI Capital Management
Ohio
$288K 4,369 – –
CL
215
Choreo LLC
Illinois
$284K 4,338 +3 +0.1%
PAS
216
Park Avenue Securities
New York
$283K 4,289 +4,289 New
AAS
217
Ameritas Advisory Services
Nebraska
$277K 4,207 -478 -10%
CI
218
Cordant Inc
Oregon
$274K 4,163 – –
JPG
219
Jordan Park Group
California
$273K 4,140 – –
GCA
220
Gradient Capital Advisors
California
$272K 4,120 – –
EWM
221
Evercore Wealth Management
New York
$270K 4,101 -1,000 -20%
CB
222
Cadence Bank
Mississippi
$268K 4,060 +4,060 New
TPCW
223
TD Private Client Wealth
New York
$266K 4,035 +53 +1%
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$266K 4,030 – –
WSFS
225
Wilmington Savings Fund Society
Delaware
$259K 3,923 +3,923 New
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