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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

321 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 36 closing their positions.

Holders
321
Holders Change
-14
Holders Change %
-4.18%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
77
Reduced
100
Closed
36
Calls
$357K
Puts
$10K
Net Calls
+$347K
Net Calls Change
-$14K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$10M
4
BlackRock
4
BlackRock
New York
$111M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.6M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$200K
2
V
2
Veritable
Delaware
$0
3
Cerity Partners
3
Cerity Partners
New York
$967K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$111M 2,208,574 +157,988 +8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$101M 2,007,653 -105,689 -5%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$79.2M 1,578,334 +5,724 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$74.3M 1,482,102 -122,645 -8%
Bank of America
5
Bank of America
North Carolina
$53.4M 1,063,749 -30,794 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$49.6M 988,233 +230,044 +30%
CFB
7
Cullen/Frost Bankers
Texas
$29M 577,886 -13,500 -2%
M&T Bank
8
M&T Bank
New York
$28.4M 565,830 +2,851 +0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.1M 500,588 -147,632 -23%
KAS
10
Kestra Advisory Services
Texas
$24.6M 490,712 +59,768 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.1M 439,650 -65,791 -13%
Wells Fargo
12
Wells Fargo
California
$20.2M 403,058 -10,242 -2%
Creative Planning
13
Creative Planning
Kansas
$19.2M 383,163 -16,211 -4%
Ameriprise
14
Ameriprise
Minnesota
$18.6M 371,224 +1,717 +0.5%
CWM
15
Connecticut Wealth Management
Connecticut
$18.5M 368,104 +4,584 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.9M 356,187 +11,792 +3%
ANTB
17
AMG National Trust Bank
Colorado
$17.7M 353,764 -12,659 -3%
LIA
18
LBMC Investment Advisors
Tennessee
$16.9M 349,450 -1,755 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.6M 290,209 +117,210 +68%
LPL Financial
20
LPL Financial
California
$13.4M 267,318 +13,302 +5%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$13.3M 264,961 -10,847 -4%
FIA
22
Foundations Investment Advisors
Arizona
$13M 258,229 +43,803 +20%
PFO
23
Pathstone Family Office
New Jersey
$12.3M 244,521 +244,521 New
AC
24
AWM Capital
Arizona
$10.7M 213,022 +90,131 +73%
KeyBank National Association
25
KeyBank National Association
Ohio
$10.5M 210,195 -16,611 -7%
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