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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

355 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.

Holders
355
Holders Change
-13
Holders Change %
-3.53%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
99
Reduced
115
Closed
28
Calls
$295K
Puts
–
Net Calls
+$295K
Net Calls Change
-$1.59M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.87M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$132M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.5M
2
KAS
2
Kestra Advisory Services
Texas
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$89.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$132M 2,147,157 +68,086 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$89.6M 1,455,890 -100,152 -6%
Morgan Stanley
3
Morgan Stanley
New York
$85.5M 1,389,480 -210,295 -13%
Bank of America
4
Bank of America
North Carolina
$60.2M 977,577 +168,796 +21%
Raymond James Financial
5
Raymond James Financial
Florida
$38.5M 626,390 +39,622 +7%
CWM
6
Connecticut Wealth Management
Connecticut
$29.6M 480,915 +30,542 +7%
M&T Bank
7
M&T Bank
New York
$29.5M 479,547 +7,301 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$29.3M 475,880 +50,905 +12%
FIA
9
Foundations Investment Advisors
Arizona
$28.7M 466,758 +25,080 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.6M 465,141 +69,295 +18%
KAS
11
Kestra Advisory Services
Texas
$25.4M 413,484 -126,128 -23%
LPL Financial
12
LPL Financial
California
$21.8M 354,996 +1,374 +0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.8M 338,189 +15,078 +5%
Creative Planning
14
Creative Planning
Kansas
$20.6M 334,848 -12,100 -3%
ANTB
15
AMG National Trust Bank
Colorado
$19.6M 319,196 -2,897 -0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$18.9M 307,433 +57,832 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.1M 262,173 +56,065 +27%
LIA
18
LBMC Investment Advisors
Tennessee
$15.6M 254,275 -18,996 -7%
Corient Private Wealth
19
Corient Private Wealth
Florida
$15.4M 251,014 +127,952 +104%
KeyBank National Association
20
KeyBank National Association
Ohio
$15M 243,154 +3,247 +1%
IA
21
IFG Advisors
Missouri
$14.3M 231,777 +4,378 +2%
KOC
22
Koss-Olinger Consulting
Florida
$14M 227,125 -3,851 -2%
Wells Fargo
23
Wells Fargo
California
$13.8M 224,721 -111,698 -33%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$13.7M 223,227 +1,544 +0.7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$12.9M 209,671 -3,426 -2%
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