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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

368 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 23 closing their positions.

Holders
368
Holders Change
+18
Holders Change %
+5.14%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
105
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$35.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$125M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.37M
4
AIP
4
Alexis Investment Partners
Texas
$5.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.5M
2
CA
2
Cambridge Associates
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M
4
PAG
4
Private Advisor Group
New Jersey
$816K
5
Cerity Partners
5
Cerity Partners
New York
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$125M 2,079,071 +133,570 +7%
Morgan Stanley
2
Morgan Stanley
New York
$96.4M 1,599,775 +69,557 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$93.8M 1,556,042 -12,696 -0.8%
Bank of America
4
Bank of America
North Carolina
$48.7M 808,781 +3,960 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$35.4M 586,768 +586,768 New
KAS
6
Kestra Advisory Services
Texas
$32.5M 539,612 -1,992 -0.4%
M&T Bank
7
M&T Bank
New York
$28.5M 472,246 +5,655 +1%
CWM
8
Connecticut Wealth Management
Connecticut
$27.1M 450,373 +30,486 +7%
FIA
9
Foundations Investment Advisors
Arizona
$26.6M 441,678 +54,693 +14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$25.6M 424,975 -10,913 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.9M 395,846 +11,813 +3%
LPL Financial
12
LPL Financial
California
$21.3M 353,622 +35,582 +11%
Creative Planning
13
Creative Planning
Kansas
$20.9M 346,948 -5,721 -2%
Wells Fargo
14
Wells Fargo
California
$20.3M 336,419 +21,204 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.5M 323,111 -12,908 -4%
ANTB
16
AMG National Trust Bank
Colorado
$19.2M 322,093 +3,374 +1%
LIA
17
LBMC Investment Advisors
Tennessee
$16.5M 273,271 -12,642 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$15.1M 249,601 -95,686 -28%
KeyBank National Association
19
KeyBank National Association
Ohio
$14.5M 239,907 +12,436 +5%
KOC
20
Koss-Olinger Consulting
Florida
$13.9M 230,976 -2,444 -1%
IA
21
IFG Advisors
Missouri
$13.7M 227,399 +2,675 +1%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$13.4M 221,683 -6,958 -3%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$12.8M 213,097 -6,948 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$12.4M 206,108 +7,662 +4%
AC
25
AWM Capital
Arizona
$12.4M 205,440 -4,457 -2%
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