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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.9M
2
WHCFA
2
William Howard & Co Financial Advisors
Tennessee
$8.99M
3
BlackRock
3
BlackRock
New York
$84.8M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$5.26M
5
PAG
5
Private Advisor Group
New Jersey
$4.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$74.1K
4
GFS
4
GYL Financial Synergies
Connecticut
$8.53M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$111M 1,925,230 -47,399 -2%
Morgan Stanley
2
Morgan Stanley
New York
$90.1M 1,561,057 -1,379,399 -47%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$89.6M 1,552,973 +19,234 +1%
BlackRock
4
BlackRock
New York
$84.8M 1,470,322 +152,218 +12%
Bank of America
5
Bank of America
North Carolina
$57.1M 989,467 -23,689 -2%
M&T Bank
6
M&T Bank
New York
$35.2M 609,211 +11,734 +2%
CFB
7
Cullen/Frost Bankers
Texas
$34.8M 603,943 +5,415 +0.9%
KAS
8
Kestra Advisory Services
Texas
$31.2M 541,388 +27,524 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25.6M 444,049 +23,420 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23M 398,376 -52,157 -12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$22.9M 397,335 +173,082 +77%
CWM
12
Connecticut Wealth Management
Connecticut
$22.3M 385,706 +42,774 +12%
Creative Planning
13
Creative Planning
Kansas
$21.4M 370,151 -7,379 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.1M 365,804 +10,916 +3%
FIA
15
Foundations Investment Advisors
Arizona
$20.1M 348,591 +31,226 +10%
LIA
16
LBMC Investment Advisors
Tennessee
$19.5M 338,595 -5,878 -2%
Wells Fargo
17
Wells Fargo
California
$18.8M 325,827 -38,632 -11%
ANTB
18
AMG National Trust Bank
Colorado
$18.6M 322,403 +1,771 +0.6%
LPL Financial
19
LPL Financial
California
$16.2M 280,612 +14,157 +5%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$13.7M 238,054 -10,531 -4%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$13.4M 233,025 -71 -0%
IA
22
IFG Advisors
Missouri
$11.6M 201,233 +3,017 +2%
KeyBank National Association
23
KeyBank National Association
Ohio
$11.2M 194,031 -1,741 -0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$10.8M 187,562 -96,663 -34%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$10M 174,000 – –
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