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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

347 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
347
Holders Change
-12
Holders Change %
-3.34%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
101
Reduced
120
Closed
29
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
-$615K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$83.9M
2
BlackRock
2
BlackRock
New York
$110M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$85.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$4.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.08M
2
ANTB
2
AMG National Trust Bank
Colorado
$23M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M
4
Mariner
4
Mariner
Kansas
$7.42M
5
SAM
5
Stone Asset Management
Texas
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$116M 2,081,074 +6,800 +0.3%
BlackRock
2
BlackRock
New York
$110M 1,988,688 +138,941 +8%
Morgan Stanley
3
Morgan Stanley
New York
$85.3M 1,535,924 +94,532 +7%
CCWM
4
Cassaday & Co Wealth Management
Virginia
$83.9M 1,510,144 +584,502 +63%
Bank of America
5
Bank of America
North Carolina
$63.8M 1,148,163 -28,590 -2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$40.7M 732,125 -8,807 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$36.7M 661,135 -47,709 -7%
CFB
8
Cullen/Frost Bankers
Texas
$33.2M 598,300 -20,443 -3%
M&T Bank
9
M&T Bank
New York
$31.5M 566,968 -52,416 -8%
Wells Fargo
10
Wells Fargo
California
$26.2M 471,216 -23,502 -5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$23.9M 430,050 -16,937 -4%
ANTB
12
AMG National Trust Bank
Colorado
$23M 414,149 -92,287 -18%
KAS
13
Kestra Advisory Services
Texas
$22.5M 404,477 +12,465 +3%
Creative Planning
14
Creative Planning
Kansas
$21.3M 384,079 -25,556 -6%
LPL Financial
15
LPL Financial
California
$20.8M 374,434 -8,385 -2%
LIA
16
LBMC Investment Advisors
Tennessee
$20M 359,683 -9,590 -3%
CWM
17
Connecticut Wealth Management
Connecticut
$19.2M 346,124 +29,189 +9%
Ameriprise
18
Ameriprise
Minnesota
$19M 341,793 +9,164 +3%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$18.5M 333,681 -12,328 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.9M 321,974 +57,761 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15.6M 281,117 -87,062 -24%
TF
22
TIAA FSB
Florida
$13.8M 248,790 -24,263 -9%
KeyBank National Association
23
KeyBank National Association
Ohio
$13.6M 244,603 -13,227 -5%
V
24
Veritable
Delaware
$13.5M 242,594 +2,765 +1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12.4M 222,829 -12,430 -5%
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