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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$85.5M
2
KAS
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
Wells Fargo
California
$13.8M
4
SERBOO
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cozad Asset Management
Illinois
$343K – – –
HIC
202
Holderness Investments Company
North Carolina
$326K – – –
RSWM
203
Robertson Stephens Wealth Management
California
$319K -$615 -10 -0.2%
AIP
204
ARS Investment Partners
New York
$316K – – –
OFG
205
Opulen Financial Group
Virginia
$313K +$492 +8 +0.2%
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$311K -$16.9K -275 -5%
TPCW
207
TD Private Client Wealth
New York
$310K -$17.4K -282 -5%
NL
208
NVWM LLC
Pennsylvania
$301K -$220K -3,583 -42%
SFS
209
Sowell Financial Services
Arkansas
$301K +$301K +4,885 New
SAM
210
Silvercrest Asset Management
New York
$293K – – –
AAS
211
Ameritas Advisory Services
Nebraska
$290K +$3.87K +63 +1%
EIP
212
Ellis Investment Partners
Pennsylvania
$289K +$369 +6 +0.1%
SSB
213
Sandy Spring Bank
Maryland
$288K -$69.8K -1,134 -20%
TAM
214
Titleist Asset Management
Texas
$285K – – –
IWC
215
Integrated Wealth Concepts
Massachusetts
$280K -$5.48K -89 -2%
DPI
216
Diversified Portfolios Inc
Michigan
$278K – – –
CMP
217
Courage Miller Partners
Virginia
$273K – – –
LW
218
Linscomb Wealth
Texas
$271K – – –
FFS
219
Fortress Financial Solutions
Arizona
$271K +$6.09K +99 +2%
PA
220
Parallel Advisors
California
$268K +$135K +2,189 +101%
Bessemer Group
221
Bessemer Group
New Jersey
$258K +$73.7K +1,200 +40%
CI
222
Cordant Inc
Oregon
$256K – – –
JPG
223
Jordan Park Group
California
$255K – – –
GCA
224
Gradient Capital Advisors
California
$254K – – –
EWM
225
Evercore Wealth Management
New York
$252K – – –
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9
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