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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

350 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 119 reducing their positions, and 20 closing their positions.

Holders
350
Holders Change
+21
Holders Change %
+6.38%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$13.3M
2
CA
2
Cambridge Associates
Massachusetts
$9.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$6.97M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M
3
BlackRock
3
BlackRock
New York
$94.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.1M
5
M&T Bank
5
M&T Bank
New York
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$128M 1,945,501 +74,038 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$103M 1,568,738 -158,207 -9%
Morgan Stanley
3
Morgan Stanley
New York
$101M 1,530,218 -48,474 -3%
BlackRock
4
BlackRock
New York
$94.1M 1,427,469 -99,649 -7%
Bank of America
5
Bank of America
North Carolina
$53M 804,821 -23,000 -3%
KAS
6
Kestra Advisory Services
Texas
$35.7M 541,604 -20,400 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.5M 492,554 +26,379 +6%
M&T Bank
8
M&T Bank
New York
$30.8M 466,591 -51,216 -10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$28.7M 435,888 +12,959 +3%
CWM
10
Connecticut Wealth Management
Connecticut
$27.7M 419,887 +29,630 +8%
FIA
11
Foundations Investment Advisors
Arizona
$25.5M 386,985 -5,192 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.3M 384,033 -18,606 -5%
Creative Planning
13
Creative Planning
Kansas
$23.2M 352,669 -11,626 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$22.8M 345,287 +122,919 +55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$22.1M 336,019 -71,983 -18%
ANTB
16
AMG National Trust Bank
Colorado
$21M 318,719 +2,594 +0.8%
LPL Financial
17
LPL Financial
California
$21M 318,040 +34,609 +12%
Wells Fargo
18
Wells Fargo
California
$20.8M 315,215 +12,350 +4%
LIA
19
LBMC Investment Advisors
Tennessee
$18.8M 285,913 -31,665 -10%
KOC
20
Koss-Olinger Consulting
Florida
$15.4M 233,420 -1,900 -0.8%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$15.1M 228,641 +5,154 +2%
KeyBank National Association
22
KeyBank National Association
Ohio
$15M 227,471 +41,698 +22%
IA
23
IFG Advisors
Missouri
$14.8M 224,724 +12,385 +6%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$14.5M 220,045 -4,418 -2%
CFB
25
Cullen/Frost Bankers
Texas
$14M 211,921 -230,866 -52%
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