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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+62
Holders Change %
+17.51%
% of All Funds
6.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
17
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.9M
2
BIP
Blueprint Investment Partners
North Carolina
+$6.6M
3
UBS Group
UBS Group
Switzerland
+$5.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.88M
5
CWM
CMH Wealth Management
New Hampshire
+$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$74.4M
2
BlackRock
BlackRock
New York
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.48M
4
PS
Portfolio Strategies
New York
-$8.92M
5
GB
Gunma Bank
Japan
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
226
Ferguson Wellman Capital Management
Oregon
$429K -$25.2K -332 -6%
TYCC
227
Texas Yale Capital Corp
Florida
$426K – – –
BRWA
228
B. Riley Wealth Advisors
Florida
$423K +$45.4K +595 +12%
SAM
229
Satovsky Asset Management
New York
$417K +$3.27K +43 +0.8%
EA
230
Eudaimonia Advisors
Tennessee
$417K +$417K +5,479 New
First Trust Advisors
231
First Trust Advisors
Illinois
$411K +$411K +5,405 New
SFA
232
Sequoia Financial Advisors
Ohio
$401K – – –
CWA
233
Consilio Wealth Advisors
Washington
$394K +$394K +5,163 New
GF
234
Gries Financial
Ohio
$393K +$121K +1,590 +45%
IIC
235
Integrated Investment Consultants
Michigan
$391K +$89.5K +1,177 +30%
PA
236
Parallel Advisors
California
$384K -$105K -1,382 -21%
LWANC
237
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K +$2.06K +27 +0.5%
AL
238
Aspiriant LLC
California
$377K – – –
ATC
239
Argent Trust Co
Tennessee
$375K – – –
NEGWA
240
New England Guild Wealth Advisors
Connecticut
$372K +$7.38K +97 +2%
HI
241
Harbour Investments
Wisconsin
$364K -$34.7K -457 -9%
VCS
242
Vaughan & Co Securities
New Jersey
$362K -$245K -3,214 -40%
SPIA
243
Steward Partners Investment Advisory
New York
$362K +$1.9K +25 +0.5%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$9.74K -128 -3%
LFAS
245
Level Four Advisory Services
Texas
$360K – – –
CT
246
Coastline Trust
Rhode Island
$360K +$11.8K +155 +3%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$358K +$12.8K +169 +4%
HWM
248
HB Wealth Management
Georgia
$353K +$353K +4,640 New
SWP
249
Stratos Wealth Partners
Ohio
$351K -$411K -5,404 -54%
FAG
250
Fortitude Advisory Group
Washington
$350K +$350K +4,600 New
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