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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

344 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+12
Holders Change %
+3.61%
% of All Funds
6.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
34
Increased
103
Reduced
109
Closed
17
Calls
$5.65M
Puts
–
Net Calls
+$5.65M
Net Calls Change
+$5.65M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
2
Morgan Stanley
Morgan Stanley
New York
$68.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.8M
4
CWM
Connecticut Wealth Management
Connecticut
$19.3M
5
PS
Portfolio Strategies
New York
$3.03M

Top Sellers

1
GB
Gunma Bank
Japan
$1.76M
2
BlackRock
BlackRock
New York
$162M
3
OCM
One Capital Management
California
$4.03M
4
TCM
Twele Capital Management
Minnesota
$4.05M
5
Bank of America
Bank of America
North Carolina
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OGF
226
Orin Green Financial
California
$272K +$272K +4,162 New
CB
227
Commerce Bank
Missouri
$269K -$9.82K -150 -4%
KA
228
Klingman & Associates
New York
$265K – – –
CBN
229
Cadence Bank NA
Texas
$261K – – –
OIA
230
OneDigital Investment Advisors
Kansas
$257K -$34.6K -530 -12%
SS
231
Sunbelt Securities
Texas
$255K +$255K +3,731 New
BWA
232
Beam Wealth Advisors
Louisiana
$254K -$1.96K -30 -0.8%
AC
233
Addison Capital
Pennsylvania
$253K +$392 +6 +0.2%
SAM
234
SP Asset Management
California
$253K +$253K +3,666 New
NEWAS
235
N.E.W. Advisory Services
Wisconsin
$252K -$227K -3,473 -47%
BJL
236
Brighton Jones LLC
Washington
$251K +$251K +3,841 New
TPCW
237
TD Private Client Wealth
New York
$249K -$23.6K -361 -9%
PCA
238
Personal Capital Advisors
California
$246K +$246K +3,764 New
DSA
239
Droms Strauss Advisors
Missouri
$245K – – –
William Blair & Company
240
William Blair & Company
Illinois
$244K – – –
WSTAM
241
Wilbanks Smith & Thomas Asset Management
Virginia
$243K – – –
DAS
242
Dynamic Advisor Solutions
Arizona
$240K +$240K +3,675 New
DFG
243
Demars Financial Group
Washington
$233K -$2.68K -41 -1%
HAS
244
HBW Advisory Services
California
$230K +$230K +3,523 New
ATC
245
Argent Trust Co
Tennessee
$227K – – –
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$226K +$226K +3,462 New
PIFP
247
Partners in Financial Planning
Virginia
$225K +$225K +3,446 New
NSIM
248
North Star Investment Management
Illinois
$222K – – –
AIC
249
Ameritas Investment Company
Nebraska
$221K -$88K -281 -28%
FWM
250
Frontier Wealth Management
Missouri
$218K +$218K +3,336 New
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