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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

337 hedge funds and large institutions have $1.02B invested in iShares Select U.S. REIT ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
59
Increased
75
Reduced
117
Closed
10
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$4K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.5M
2
BlackRock
2
BlackRock
New York
$132M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$30.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.9M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$2.09M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$255K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Beam Wealth Advisors
Louisiana
$211K +$211K +3,912 New
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$208K -$14.7K -273 -7%
BF
228
BOK Financial
Oklahoma
$206K +$206K +3,840 New
AC
229
Addison Capital
Pennsylvania
$204K +$204K +3,786 New
DSA
230
Droms Strauss Advisors
Missouri
$200K +$200K +3,720 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$199K +$967 +18 +0.5%
NSIM
232
North Star Investment Management
Illinois
$183K – – –
PCG
233
Private Capital Group
Connecticut
$180K – – –
CAM
234
Cozad Asset Management
Illinois
$172K +$172K +3,190 New
William Blair & Company
235
William Blair & Company
Illinois
$163K – – –
SNT
236
Security National Trust
West Virginia
$162K – – –
JWM
237
Janiczek Wealth Management
Colorado
$150K – – –
GIA
238
Goodwin Investment Advisory
Georgia
$150K +$150K +2,782 New
RWA
239
Ropes Wealth Advisors
Massachusetts
$147K – – –
GWM
240
Geneos Wealth Management
Colorado
$142K +$67.1K +2,182 +90%
FPS
241
Fieldpoint Private Securities
Connecticut
$138K +$138K +2,558 New
Franklin Resources
242
Franklin Resources
California
$135K – – –
COCM
243
Charter Oak Capital Management
New Hampshire
$128K +$128K +2,383 New
CFO
244
CVA Family Office
Colorado
$125K +$54 +1 +0%
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$117K -$7.51K -140 -6%
FFA
246
Founders Financial Alliance
North Carolina
$116K +$8.79K +163 +8%
SSB
247
Sandy Spring Bank
Maryland
$114K – – –
HFA
248
HC Financial Advisors
California
$111K – – –
MFT
249
Moisand Fitzgerald Tamayo
Florida
$105K – – –
AWG
250
Altus Wealth Group
Colorado
$104K +$104K +1,922 New
8 9
10
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