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iShares Select U.S. REIT ETF (ICF) Institutional Ownership

iShares Select U.S. REIT ETF logo
$61.51 +2.34 (+3.95%)
Closing price 07/1/2025 03:58 PM Eastern
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$61.48 -0.03 (-0.05%)
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Institutional Ownership Changes (13F Filings) for iShares Select U.S. REIT ETF (BATS:ICF)

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$212.02M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$96.43M
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ICF Institutional Buying and Selling by Quarter

iShares Select U.S. REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC49,949$3.07M0.2%-4.8%0.157%
5/20/2025Focus Partners Wealth137,698$8.47M0.0%-0.8%0.432%
5/19/2025SCS Capital Management LLC12,952$797K0.0%N/A0.041%
5/16/2025Goldman Sachs Group Inc.27,399$1.69M0.0%-22.8%0.087%
5/16/2025Jones Financial Companies Lllp56,284$3.46M0.0%+8,213.7%0.177%
5/16/2025Pinnacle Family Advisors LLC47,188$2.90M1.6%-0.9%0.148%
5/16/2025NewEdge Advisors LLC16,398$1.01M0.0%-5.5%0.051%
5/16/2025Alexis Investment Partners LLC105,278$6.41M3.1%+5.3%0.331%
5/15/2025EP Wealth Advisors LLC6,881$423K0.0%-10.3%0.022%
5/15/2025Royal Bank of Canada465,141$28.62M0.0%+17.5%1.460%
5/15/2025MAI Capital Management3,727$229K0.0%-12.0%0.012%
5/15/2025Connecticut Wealth Management LLC480,915$29.59M1.5%+6.8%1.510%
5/15/2025Baird Financial Group Inc.91,555$5.63M0.0%-1.5%0.287%
5/14/2025CreativeOne Wealth LLC9,995$615K0.0%-10.0%0.031%
5/14/2025Per Stirling Capital Management LLC.57,589$3.54M0.5%-3.9%0.181%
5/14/2025Kayne Anderson Rudnick Investment Management LLC33,427$2.06M0.0%-0.7%0.105%
5/14/2025Comerica Bank45,023$2.77M0.0%+8.1%0.141%
5/14/2025Northwestern Mutual Wealth Management Co.2,147,157$132.12M0.1%+3.3%6.741%
5/14/2025Kestra Advisory Services LLC413,484$25.44M0.1%-23.4%1.298%
5/14/2025CW Advisors LLC9,480$583K0.0%N/A0.030%
5/14/2025Asset Management Group Inc.95,409$5.87M1.1%-3.0%0.300%
5/14/2025Capital Analysts LLC21,212$1.31M0.0%+66.9%0.067%
5/13/2025Raymond James Financial Inc.626,390$38.54M0.0%+6.8%1.967%
5/13/2025Cresset Asset Management LLC88,835$5.47M0.0%+9.1%0.279%
5/13/2025NFP Retirement Inc.11,658$717K0.1%N/A0.037%
5/13/2025Russell Investments Group Ltd.2,429$149K0.0%-36.0%0.008%
5/13/2025HighTower Advisors LLC140,190$8.63M0.0%-25.6%0.440%
5/12/2025White Lighthouse Investment Management Inc.19,739$1.22M0.2%-4.7%0.062%
5/12/2025Frank Rimerman Advisors LLC33,699$2.07M0.2%-4.2%0.106%
5/12/2025Koss Olinger Consulting LLC227,125$13.98M1.2%-1.7%0.713%
5/12/2025National Bank of Canada FI201,655$12.41M0.0%-1.0%0.633%
5/9/2025Greykasell Wealth Strategies Inc.18,453$1.14M0.6%+2.3%0.058%
5/9/2025Wealthspire Advisors LLC21,000$1.29M0.0%+102.2%0.066%
5/9/2025Atria Wealth Solutions Inc.76,744$4.72M0.1%+5.1%0.241%
5/9/2025PNC Financial Services Group Inc.122,380$7.53M0.0%-6.1%0.384%
5/8/2025TIAA Trust National Association110,915$6.83M0.0%-1.9%0.348%
5/8/2025US Bancorp DE119,891$7.38M0.0%-3.7%0.376%
5/8/2025Elios Financial Group Inc.33,914$2.09M1.0%+0.5%0.106%
5/8/2025Harbour Investments Inc.714$44K0.0%-20.8%0.002%
5/8/2025Modera Wealth Management LLC15,800$972K0.0%-7.4%0.050%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/8/2025Arkadios Wealth Advisors10,676$657K0.0%+7.4%0.034%
5/7/2025N.E.W. Advisory Services LLC992$61K0.0%N/A0.003%
5/7/2025Evermay Wealth Management LLC8,168$503K0.1%-71.0%0.026%
5/7/2025Foundations Investment Advisors LLC466,758$28.72M0.5%+5.7%1.465%
5/7/2025AWM Capital LLC196,367$12.08M1.4%-4.4%0.617%
5/7/2025Sterling Investment Advisors Ltd.5,060$311K0.1%-5.2%0.016%
5/7/2025LPL Financial LLC354,996$21.84M0.0%+0.4%1.115%
5/7/2025Nvwm LLC4,894$301K0.1%-42.3%0.015%
5/6/2025Cetera Investment Advisers475,880$29.28M0.1%+12.0%1.494%
5/6/2025Avantax Advisory Services Inc.93,024$5.72M0.0%+24.7%0.292%
5/6/2025Innova Wealth Partners14,182$873K0.5%-68.7%0.045%
5/6/2025AE Wealth Management LLC6,408$394K0.0%-8.3%0.020%
5/6/2025Choreo LLC4,025$248K0.0%-7.3%0.013%
5/5/2025Millstone Evans Group LLC520$32K0.0%+441.7%0.002%
5/5/2025AMG National Trust Bank319,196$19.64M0.5%-0.9%1.002%
5/5/2025Private Advisor Group LLC12,114$745K0.0%-10.6%0.038%
5/2/2025Bailard Inc.22,193$1.37M0.0%-16.3%0.070%
5/2/2025Cullen Frost Bankers Inc.148,116$9.11M0.1%-14.4%0.465%
5/2/2025Fortress Wealth Management Inc.15,588$959K0.5%-4.0%0.049%
5/2/2025Whittier Trust Co. of Nevada Inc.800$49K0.0%+506.1%0.003%
5/2/2025Strata Wealth Advisors LLC9,555$588K0.2%+96.1%0.030%
5/2/2025Transcendent Capital Group LLC3,266$201K0.1%-7.2%0.010%
5/1/2025CWM LLC111,615$6.87M0.0%+506.4%0.350%
5/1/2025Ballentine Partners LLC119,914$7.38M0.1%-8.6%0.376%
5/1/2025Family Firm Inc.79,330$4.88M1.1%+1.6%0.249%
5/1/2025Diversify Wealth Management LLC8,892$538K0.0%-6.9%0.028%
4/30/2025Cerity Partners LLC34,437$2.12M0.0%-25.5%0.108%
4/30/2025Peddock Capital Advisors LLC27,081$1.67M0.4%+5.8%0.085%
4/30/2025Axxcess Wealth Management LLC7,317$450K0.0%+6.7%0.023%
4/30/2025Valeo Financial Advisors LLC25,027$1.54M0.0%-8.7%0.079%
4/30/2025M&T Bank Corp479,547$29.51M0.1%+1.5%1.506%
4/30/2025Sigma Investment Counselors Inc.14,392$886K0.1%-4.8%0.045%
4/29/2025Financial Counselors Inc.3,430$211K0.0%N/A0.011%
4/29/2025TD Private Client Wealth LLC5,043$310K0.0%-5.3%0.016%
4/29/2025Envestnet Asset Management Inc.338,189$20.81M0.0%+4.7%1.044%
4/29/2025Ifrah Financial Services Inc.86,460$5.32M1.5%-0.5%0.267%
4/29/2025HM Payson & Co.450$28K0.0%-47.1%0.001%
4/29/2025Bank of New York Mellon Corp262,173$16.13M0.0%+27.2%0.809%
4/29/2025Sonata Capital Group Inc.17,161$1.06M0.5%-2.0%0.053%
4/28/2025D.A. Davidson & CO.41,750$2.57M0.0%-2.7%0.129%
4/28/2025Mutual Advisors LLC21,995$1.31M0.0%-5.3%0.068%
4/28/2025Audent Global Asset Management LLC15,172$934K0.8%-1.5%0.047%
4/28/2025Whitegate Investment Counselors Inc.12,915$795K0.3%-27.1%0.040%
4/28/2025Keybank National Association OH243,154$14.96M0.1%+1.4%0.750%
4/28/2025Arbor Trust Wealth Advisors LLC67,137$4.13M1.9%+13.0%0.207%
4/25/2025Mather Group LLC.8,530$525K0.0%+13.1%0.026%
4/25/2025Westside Investment Management Inc.12,128$746K0.2%+11.7%0.037%
4/25/2025William Howard & Co Financial Advisors Inc158,720$9.77M9.2%+1.1%0.490%
4/25/2025Avidian Wealth Enterprises LLC21,191$1.30M0.1%-10.8%0.065%
4/24/2025Cornerstone Advisors Asset Management LLC37,604$2.31M0.5%+11.0%0.116%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/24/2025TCV Trust & Wealth Management Inc.19,374$1.19M0.1%-8.4%0.060%
4/24/2025Bartlett & CO. Wealth Management LLC8,460$521K0.0%+746.0%0.026%
4/24/2025Oak Wealth Advisors LLC6,507$400K0.3%+13.1%0.020%
4/24/2025Bank of Stockton24,883$1.53M0.5%-35.2%0.077%
4/23/2025Sequoia Financial Advisors LLC5,786$356K0.0%+4.6%0.018%
4/23/2025Bessemer Group Inc.4,200$258K0.0%+40.0%0.013%
4/23/2025Spire Wealth Management25,428$1.57M0.1%-26.1%0.078%
4/23/2025Cornerstone Wealth Group LLC81,376$5.01M0.4%-7.3%0.251%
4/23/2025Post Resch Tallon Group Inc.5,875$359K0.4%+16.5%0.018%
4/22/2025Cambridge Investment Research Advisors Inc.27,596$1.70M0.0%-13.5%0.085%
(Data available from 1/1/2016 forward)

ICF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICF shares?

During the previous two years, 312 institutional investors and hedge funds held shares of iShares Select U.S. REIT ETF. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($373.10M), Northwestern Mutual Wealth Management Co. ($132.12M), JPMorgan Chase & Co. ($93.77M), Cassaday & Co Wealth Management LLC ($87.39M), Bank of America Corp DE ($48.74M), Raymond James Financial Inc. ($38.54M), and Connecticut Wealth Management LLC ($29.59M).Learn more on iShares Select U.S. REIT ETF's institutional investors.

Which institutional investors have been buying iShares Select U.S. REIT ETF's stock?

Of the 229 institutional investors that purchased iShares Select U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($6.73M), Raymond James Financial Inc. ($1.21M), National Bank of Canada FI ($430.39K), Raymond James Financial Services Advisors Inc. ($247.74K), Pathstone Family Office LLC ($244.52K), Koss Olinger Consulting LLC ($236.16K), and Foundations Investment Advisors LLC ($222.19K).

How much institutional buying is happening at iShares Select U.S. REIT ETF?

Institutional investors have bought a total of 3,488,941 shares in the last 24 months. This purchase volume represents approximately $212.02M in transactions.

Which of iShares Select U.S. REIT ETF's major shareholders have been selling company stock?

Of the 129 institutional investors that sold iShares Select U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cullen Frost Bankers Inc. ($224.96K), JPMorgan Chase & Co. ($170.90K), Kestra Advisory Services LLC ($128.12K), M&T Bank Corp ($102.43K), McNaughton Wealth Management LLC ($96.00K), Cerity Partners LLC ($92.87K), and Private Advisor Group LLC ($66.46K).

How much institutional selling is happening at iShares Select U.S. REIT ETF?

Institutional investors have sold a total of 1,576,642 shares in the last 24 months. This volume of shares sold represents approximately $96.43M in transactions.



This page (BATS:ICF) was last updated on 7/2/2025 by MarketBeat.com Staff
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