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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K

Top Buyers

1
BlackRock
1
BlackRock
New York
$115M
2
AAS
2
Avantax Advisory Services
Texas
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$2.16M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$57.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.31M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
LPL Financial
5
LPL Financial
California
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$91.8K – – –
PB
227
Pinnacle Bancorp
Nebraska
$91K – – –
TI
228
tru Independence
Oregon
$90K +$90K +1,770 New
WT
229
Whittier Trust
California
$81K – – –
PCIA
230
Prime Capital Investment Advisors
Kansas
$79K -$7.71K -152 -9%
CAAS
231
Capital Asset Advisory Services
Michigan
$76K – – –
IA
232
Independence Advisors
Pennsylvania
$76K +$102 +2 +0.1%
BFG
233
Baron Financial Group
New Jersey
$67.9K +$67.9K +1,332 New
IA
234
IFP Advisors
Florida
$67K +$6.64K +130 +11%
MCM
235
MV Capital Management
Maryland
$65K -$300K -5,898 -82%
ME
236
McIlrath & Eck
Washington
$65K – – –
DSC
237
Duncker Streett & Co
Missouri
$59K +$102 +2 +0.2%
IFA
238
Interactive Financial Advisors
Illinois
$59K +$102 +2 +0.2%
PMFA
239
Plante Moran Financial Advisors
Michigan
$55K – – –
GI
240
Gradient Investments
Minnesota
$55K – – –
Deutsche Bank
241
Deutsche Bank
Germany
$50K – – –
SJIM
242
St. Johns Investment Management
Florida
$49K – – –
NNP
243
Nachman Norwood & Parrott
South Carolina
$48K +$48K +932 New
APWA
244
Atlas Private Wealth Advisors
New Jersey
$47K +$306 +6 +0.7%
PS
245
Planned Solutions
California
$47K +$47K +916 New
GCM
246
Gables Capital Management
Florida
$45K – – –
AF
247
Advisornet Financial
Minnesota
$44K -$268K -5,290 -86%
HPC
248
HM Payson & Co
Maine
$43K – – –
CWC
249
Carolinas Wealth Consulting
North Carolina
$43K – – –
LDFR
250
Lehman & Derafelo Financial Resources
Pennsylvania
$41K – – –
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10
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