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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$125M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.37M
3
Morgan Stanley
Morgan Stanley
New York
$96.4M
4
FIA
Foundations Investment Advisors
Arizona
$26.6M
5
IWP
Innova Wealth Partners
Pennsylvania
$2.73M

Top Sellers

1
BlackRock
BlackRock
New York
$11.5M
2
CA
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$15.1M
4
PAG
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
Cerity Partners
New York
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIAS
201
PCA Investment Advisory Services
Ohio
$337K -$5.42K -90 -2%
CAM
202
Cozad Asset Management
Illinois
$336K – – –
SFA
203
Sequoia Financial Advisors
Ohio
$333K – – –
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321K +$18.7K +310 +6%
TPCW
205
TD Private Client Wealth
New York
$321K +$77.7K +1,290 +32%
HIC
206
Holderness Investments Company
North Carolina
$319K – – –
AIP
207
ARS Investment Partners
New York
$316K – – –
RSWM
208
Robertson Stephens Wealth Management
California
$313K -$6.33K -105 -2%
OFG
209
Opulen Financial Group
Virginia
$306K +$306K +5,077 New
TKP
210
Tallon Kerry Patrick
$301K +$301K +5,045 New
PRTG
211
Post Resch Tallon Group
New York
$301K +$301K +5,045 New
Neuberger Berman Group
212
Neuberger Berman Group
New York
$300K -$22.7K -376 -7%
SWA
213
Strata Wealth Advisors
Texas
$294K +$109K +1,812 +59%
SAM
214
Silvercrest Asset Management
New York
$287K -$12.1K -200 -4%
SAM
215
SP Asset Management
California
$286K +$2.41K +40 +0.9%
EIP
216
Ellis Investment Partners
Pennsylvania
$282K +$783 +13 +0.3%
AAS
217
Ameritas Advisory Services
Nebraska
$281K +$27.7K +460 +11%
IWC
218
Integrated Wealth Concepts
Massachusetts
$280K +$280K +4,646 New
TAM
219
Titleist Asset Management
Texas
$279K +$279K +4,634 New
PAS
220
Park Avenue Securities
New York
$279K +$20.1K +333 +8%
DPI
221
Diversified Portfolios Inc
Michigan
$272K -$86.8K -1,440 -24%
CMP
222
Courage Miller Partners
Virginia
$268K -$121 -2 -0%
LW
223
Linscomb Wealth
Texas
$266K – – –
CL
224
Choreo LLC
Illinois
$262K +$241 +4 +0.1%
FFS
225
Fortress Financial Solutions
Arizona
$259K +$259K +4,301 New
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