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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

335 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
23
Increased
98
Reduced
113
Closed
33
Calls
$411K
Puts
$50K
Net Calls
+$361K
Net Calls Change
+$33K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.1M
2
CAM
2
Cresset Asset Management
Illinois
$5.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$87.4M
5
BlackRock
5
BlackRock
New York
$114M

Top Sellers

1
CPA
1
Capital Planning Advisors
California
$1.03M
2
LPL Financial
2
LPL Financial
California
$14.1M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.9M
4
Wells Fargo
4
Wells Fargo
California
$23M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$117M 2,113,342 +32,268 +2%
BlackRock
2
BlackRock
New York
$114M 2,050,586 +61,898 +3%
Morgan Stanley
3
Morgan Stanley
New York
$89.2M 1,604,747 +68,823 +4%
CCWM
4
Cassaday & Co Wealth Management
Virginia
$87.4M 1,572,610 +62,466 +4%
Bank of America
5
Bank of America
North Carolina
$60.8M 1,094,543 -53,620 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$42.1M 758,189 +26,064 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$36M 648,220 -12,915 -2%
CFB
8
Cullen/Frost Bankers
Texas
$32.9M 591,386 -6,914 -1%
M&T Bank
9
M&T Bank
New York
$31.3M 562,979 -3,989 -0.7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$28.1M 505,441 +224,324 +80%
KAS
11
Kestra Advisory Services
Texas
$23.9M 430,944 +26,467 +7%
Wells Fargo
12
Wells Fargo
California
$23M 413,300 -57,916 -12%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$22.7M 407,749 -22,301 -5%
Creative Planning
14
Creative Planning
Kansas
$22.2M 399,374 +15,295 +4%
Ameriprise
15
Ameriprise
Minnesota
$20.5M 369,507 +27,714 +8%
ANTB
16
AMG National Trust Bank
Colorado
$20.4M 366,423 -47,726 -12%
CWM
17
Connecticut Wealth Management
Connecticut
$20.2M 363,520 +17,396 +5%
LIA
18
LBMC Investment Advisors
Tennessee
$19.5M 351,205 -8,478 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.1M 344,395 +22,421 +7%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$15.3M 275,808 -57,873 -17%
LPL Financial
21
LPL Financial
California
$14.1M 254,016 -120,418 -32%
V
22
Veritable
Delaware
$13.6M 245,079 +2,485 +1%
KeyBank National Association
23
KeyBank National Association
Ohio
$12.6M 226,806 -17,797 -7%
FIA
24
Foundations Investment Advisors
Arizona
$11.9M 214,426 +39,697 +23%
TF
25
TIAA FSB
Florida
$11.3M 202,462 -46,328 -19%
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