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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

329 hedge funds and large institutions have $1.2B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
101
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$13.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
BlackRock
5
BlackRock
New York
$87.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
CFB
2
Cullen/Frost Bankers
Texas
$25.4M
3
IPW
3
Intergy Private Wealth
Colorado
$768K
4
M&T Bank
4
M&T Bank
New York
$29.7M
5
KWM
5
KFG Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$107M 1,871,463 -53,767 -3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.9M 1,726,945 +173,972 +11%
Morgan Stanley
3
Morgan Stanley
New York
$90.4M 1,578,692 +17,635 +1%
BlackRock
4
BlackRock
New York
$87.5M 1,527,118 +56,796 +4%
Bank of America
5
Bank of America
North Carolina
$47.4M 827,821 -161,646 -16%
KAS
6
Kestra Advisory Services
Texas
$31.1M 562,004 +20,616 +4%
M&T Bank
7
M&T Bank
New York
$29.7M 517,807 -91,404 -15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.7M 466,175 +22,126 +5%
CFB
9
Cullen/Frost Bankers
Texas
$25.4M 442,787 -161,156 -27%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$24.2M 422,929 +25,594 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.4M 408,002 +9,626 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.1M 402,639 +36,835 +10%
FIA
13
Foundations Investment Advisors
Arizona
$22.5M 392,177 +43,586 +13%
CWM
14
Connecticut Wealth Management
Connecticut
$22.4M 390,257 +4,551 +1%
Creative Planning
15
Creative Planning
Kansas
$20.9M 364,295 -5,856 -2%
LIA
16
LBMC Investment Advisors
Tennessee
$18.2M 317,578 -21,017 -6%
ANTB
17
AMG National Trust Bank
Colorado
$18.1M 316,125 -6,278 -2%
Wells Fargo
18
Wells Fargo
California
$17.4M 302,865 -22,962 -7%
LPL Financial
19
LPL Financial
California
$16.2M 283,431 +2,819 +1%
KOC
20
Koss-Olinger Consulting
Florida
$13.5M 235,320 +235,320 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$12.9M 224,463 -13,591 -6%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$12.8M 223,487 -9,538 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.7M 222,368 +34,806 +19%
IA
24
IFG Advisors
Missouri
$12.2M 212,339 +11,106 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.6M 202,850 +72,788 +56%
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