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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.

Holders
359
Holders Change
+8
Holders Change %
+2.28%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
47
Increased
108
Reduced
116
Closed
34
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
-$49K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$50.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$114M
3
US Bancorp
3
US Bancorp
Minnesota
$9.79M
4
KOC
4
Koss-Olinger Consulting
Florida
$6.5M
5
Mariner
5
Mariner
Kansas
$11.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$101M
2
Bank of America
2
Bank of America
North Carolina
$64.5M
3
MA
3
MUFG Americas
New York
$0
4
IA
4
IFG Advisory
Georgia
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$114M 2,074,274 +319,527 +18%
BlackRock
2
BlackRock
New York
$101M 1,849,747 -650,987 -26%
Morgan Stanley
3
Morgan Stanley
New York
$79M 1,441,392 +47,631 +3%
Bank of America
4
Bank of America
North Carolina
$64.5M 1,176,753 -515,860 -30%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$50.8M 925,642 +925,642 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$40.6M 740,932 -57,067 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$38.9M 708,844 +70,016 +11%
M&T Bank
8
M&T Bank
New York
$34M 619,384 -2,090 -0.3%
CFB
9
Cullen/Frost Bankers
Texas
$33.9M 618,743 +102,362 +20%
ANTB
10
AMG National Trust Bank
Colorado
$27.8M 506,436 -1,034 -0.2%
Wells Fargo
11
Wells Fargo
California
$27.1M 494,718 +36,438 +8%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$24.5M 446,987 +12,845 +3%
Creative Planning
13
Creative Planning
Kansas
$22.5M 409,635 -6,119 -1%
KAS
14
Kestra Advisory Services
Texas
$21.5M 392,012 -14,180 -3%
LPL Financial
15
LPL Financial
California
$21M 382,819 -6,697 -2%
LIA
16
LBMC Investment Advisors
Tennessee
$20.3M 369,273 +4,658 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$20.2M 368,179 +30,851 +9%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$19M 346,009 -13,215 -4%
Ameriprise
19
Ameriprise
Minnesota
$18.2M 332,629 +37,193 +13%
CWM
20
Connecticut Wealth Management
Connecticut
$17.4M 316,935 -15,338 -5%
TF
21
TIAA FSB
Florida
$15M 273,053 +23,592 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14.5M 264,213 +18,236 +7%
KeyBank National Association
23
KeyBank National Association
Ohio
$14.1M 257,830 -13,644 -5%
V
24
Veritable
Delaware
$13.2M 239,829 -2,600 -1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12.9M 235,259 -18,378 -7%
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