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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 %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$101K -$5.7K -110 -5%
APA
252
American Portfolios Advisors
New York
$100K – – –
PWM
253
Perigon Wealth Management
California
$100K +$100K +1,850 New
PB
254
Pinnacle Bancorp
Nebraska
$97K – – –
BC
255
Bartlett & Co
Ohio
$97K – – –
BCWM
256
Bartlett & Co Wealth Management
Ohio
$97K – – –
PCIA
257
Prime Capital Investment Advisors
Kansas
$89K +$4.81K +89 +6%
WT
258
Whittier Trust
California
$85K – – –
IA
259
IFP Advisors
Florida
$83K +$14.4K +275 +21%
TCWA
260
Ten Capital Wealth Advisors
Washington
$81K +$81K +1,496 New
CAAS
261
Capital Asset Advisory Services
Michigan
$80K – – –
DSC
262
Duncker Streett & Co
Missouri
$72K +$9.75K +182 +16%
BFG
263
Baron Financial Group
New Jersey
$71.8K – – –
MCM
264
MV Capital Management
Maryland
$69K – – –
ME
265
McIlrath & Eck
Washington
$68K – – –
CIA
266
Choate Investment Advisors
Massachusetts
$68K +$37.9K +702 +126%
SWA
267
SOA Wealth Advisors
New York
$65K +$65K +1,164 New
IFA
268
Interactive Financial Advisors
Illinois
$61K -$968 -18 -2%
PMFA
269
Plante Moran Financial Advisors
Michigan
$59K – – –
GI
270
Gradient Investments
Minnesota
$55K -$55K -535 -50%
BFO
271
Biltmore Family Office
North Carolina
$54K +$54K +1,000 New
SJIM
272
St. Johns Investment Management
Florida
$52K – – –
Deutsche Bank
273
Deutsche Bank
Germany
$52K – – –
PS
274
Planned Solutions
California
$49K – – –
GCM
275
Gables Capital Management
Florida
$47K – – –
9 10
11
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