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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

354 hedge funds and large institutions have $1.3B invested in iShares Select U.S. REIT ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+10
Holders Change %
+2.91%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
103
Reduced
113
Closed
13
Calls
$7.99M
Puts
$1.16M
Net Calls
+$6.83M
Net Calls Change
+$1.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$21.2M
2
Wells Fargo
Wells Fargo
California
$33.2M
3
LPL Financial
LPL Financial
California
$25.2M
4
PS
Portfolio Strategies
New York
$8.92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$90.8M

Top Sellers

1
BlackRock
BlackRock
New York
$157M
2
Comerica Bank
Comerica Bank
Texas
$1.89M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$15M
4
TCWA
Ten Capital Wealth Advisors
Washington
$446K
5
Ameriprise
Ameriprise
Minnesota
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$297K -$18.2K -278 -6%
MAFM
227
Mid Atlantic Financial Management
Pennsylvania
$297K -$16.3K -249 -5%
SHJ
228
Sharkey, Howes & Javer
Colorado
$295K – – –
FFN
229
Focus Financial Network
Minnesota
$289K +$289K +4,416 New
DL
230
DOHJ LLC
Washington
$285K -$8.38K -119 -3%
UCFA
231
United Capital Financial Advisors
Texas
$285K – – –
WIC
232
Whitegate Investment Counselors
New Hampshire
$284K -$8.17K -125 -3%
CA
233
Cetera Advisors
Colorado
$276K -$4.13K -63 -1%
PAS
234
Park Avenue Securities
New York
$275K -$5.31K -81 -2%
CI
235
Cordant Inc
Oregon
$272K – – –
OGF
236
Orin Green Financial
California
$272K – – –
CB
237
Commerce Bank
Missouri
$269K – – –
KA
238
Klingman & Associates
New York
$265K – – –
CBN
239
Cadence Bank NA
Texas
$262K – – –
BF
240
BOK Financial
Oklahoma
$262K +$262K +4,003 New
IIC
241
Integrated Investment Consultants
Michigan
$259K +$259K +3,963 New
SS
242
Sunbelt Securities
Texas
$255K – – –
BWA
243
Beam Wealth Advisors
Louisiana
$254K – – –
AC
244
Addison Capital
Pennsylvania
$253K -$589 -9 -0.2%
William Blair & Company
245
William Blair & Company
Illinois
$245K – – –
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$244K – – –
DSA
247
Droms Strauss Advisors
Missouri
$243K – – –
OIA
248
OneDigital Investment Advisors
Kansas
$242K -$15.7K -240 -6%
TPCW
249
TD Private Client Wealth
New York
$235K -$14.9K -227 -6%
GF
250
Gries Financial
Ohio
$234K +$234K +3,573 New
8 9
10
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