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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

340 hedge funds and large institutions have $1.36B invested in iShares Select U.S. REIT ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 126 reducing their positions, and 26 closing their positions.

Holders
340
Holders Change
+19
Holders Change %
+5.92%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
51
Increased
89
Reduced
126
Closed
26
Calls
$42K
Puts
$12K
Net Calls
+$30K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$173M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$90.1M
3
GFS
3
GYL Financial Synergies
Connecticut
$16.3M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$13.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$13.5M

Top Sellers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$2.35M
2
BlackRock
2
BlackRock
New York
$77.4M
3
Ameriprise
3
Ameriprise
Minnesota
$9.39M
4
AC
4
AWM Capital
Arizona
$8.37M
5
Bank of America
5
Bank of America
North Carolina
$59.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$173M 2,940,456 +1,458,354 +98%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$116M 1,972,629 -35,024 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$90.1M 1,533,739 +545,506 +55%
BlackRock
4
BlackRock
New York
$77.4M 1,318,104 -890,470 -40%
Bank of America
5
Bank of America
North Carolina
$59.5M 1,013,156 -50,593 -5%
CFB
6
Cullen/Frost Bankers
Texas
$35.2M 598,528 +20,642 +4%
M&T Bank
7
M&T Bank
New York
$35.1M 597,477 +31,647 +6%
KAS
8
Kestra Advisory Services
Texas
$30.2M 513,864 +23,152 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.5M 450,533 -50,055 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$24.7M 420,629 -19,021 -4%
Creative Planning
11
Creative Planning
Kansas
$22.2M 377,530 -5,633 -1%
Wells Fargo
12
Wells Fargo
California
$21.4M 364,459 -38,599 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.8M 354,888 -1,299 -0.4%
LIA
14
LBMC Investment Advisors
Tennessee
$20.2M 344,473 -4,977 -1%
CWM
15
Connecticut Wealth Management
Connecticut
$20.1M 342,932 -25,172 -7%
ANTB
16
AMG National Trust Bank
Colorado
$18.8M 320,632 -33,132 -9%
FIA
17
Foundations Investment Advisors
Arizona
$18.1M 317,365 +59,136 +23%
Osaic Holdings
18
Osaic Holdings
Arizona
$16.7M 284,225 -5,984 -2%
GFS
19
GYL Financial Synergies
Connecticut
$16.3M 278,026 +259,240 +1,380%
LPL Financial
20
LPL Financial
California
$15.6M 266,455 -863 -0.3%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$14.6M 248,585 -16,376 -6%
KOC
22
Koss-Olinger Consulting
Florida
$14.6M 248,146 +132,662 +115%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$13.7M 233,096 +233,096 New
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$13.5M 227,902 +226,627 +17,775%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$13.2M 224,253 +14,727 +7%
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