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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

351 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 50 closing their positions.

Holders
351
Holders Change
-41
Holders Change %
-10.46%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
104
Reduced
120
Closed
50
Calls
$993K
Puts
$1K
Net Calls
+$992K
Net Calls Change
-$654K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$8.07M
2
BlackRock
2
BlackRock
New York
$134M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.8M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
GM
3
GeoWealth Management
Illinois
$1.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.95M
5
OCM
5
One Capital Management
California
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$134M 2,500,734 +122,094 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$94.2M 1,754,747 +58,259 +3%
Bank of America
3
Bank of America
North Carolina
$90.8M 1,692,613 +23,759 +1%
Morgan Stanley
4
Morgan Stanley
New York
$74.8M 1,393,761 +93,226 +7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$42.8M 797,999 +23,785 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.3M 638,828 +107,092 +20%
M&T Bank
7
M&T Bank
New York
$33.3M 621,474 -1,078 -0.2%
CFB
8
Cullen/Frost Bankers
Texas
$27.7M 516,381 -10,749 -2%
ANTB
9
AMG National Trust Bank
Colorado
$27.2M 507,470 +9,535 +2%
Wells Fargo
10
Wells Fargo
California
$24.6M 458,280 -79,799 -15%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$23.3M 434,142 -4,543 -1%
Creative Planning
12
Creative Planning
Kansas
$22.3M 415,754 -23,509 -5%
KAS
13
Kestra Advisory Services
Texas
$21.8M 406,192 +27,005 +7%
LPL Financial
14
LPL Financial
California
$20.9M 389,516 -31,023 -7%
LIA
15
LBMC Investment Advisors
Tennessee
$19.6M 364,615 -3,610 -1%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$19.3M 359,224 -12,580 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$18.1M 337,328 -1,174 -0.3%
CWM
18
Connecticut Wealth Management
Connecticut
$17.8M 332,273 -8,500 -2%
Ameriprise
19
Ameriprise
Minnesota
$15.8M 295,436 +18,710 +7%
KeyBank National Association
20
KeyBank National Association
Ohio
$14.6M 271,474 +719 +0.3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$13.6M 253,637 -10,233 -4%
TF
22
TIAA FSB
Florida
$13.4M 249,461 -5,043 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.2M 245,977 -8,228 -3%
V
24
Veritable
Delaware
$13M 242,429 +48 +0%
UBS Group
25
UBS Group
Switzerland
$12.9M 240,559 +49,076 +26%
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