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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 %
WB
251
WesBanco Bank
West Virginia
$211K +$211K +3,224 New
AAM
252
Autus Asset Management
Arizona
$211K +$211K +3,236 New
CAM
253
Cozad Asset Management
Illinois
$208K -$35.7K -548 -15%
OC
254
Oarsman Capital
Wisconsin
$207K +$207K +3,165 New
3LCM
255
3D/L Capital Management
Connecticut
$205K +$205K +3,136 New
LK
256
Lumbard & Kellner
New Hampshire
$201K +$201K +3,080 New
SNT
257
Security National Trust
West Virginia
$196K – – –
HWMA
258
Heritage Wealth Management (Arizona)
Arizona
$185K -$77.6K -1,190 -30%
JWM
259
Janiczek Wealth Management
Colorado
$182K – – –
Franklin Resources
260
Franklin Resources
California
$163K – – –
GWM
261
Geneos Wealth Management
Colorado
$160K -$143K -2,182 -47%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$142K – – –
SSB
263
Sandy Spring Bank
Maryland
$138K – – –
CAAS
264
Capital Asset Advisory Services
Michigan
$136K – – –
HFA
265
HC Financial Advisors
California
$135K – – –
CA
266
Clearstead Advisors
Ohio
$131K – – –
COCM
267
Charter Oak Capital Management
New Hampshire
$128K -$28K -429 -18%
MFT
268
Moisand Fitzgerald Tamayo
Florida
$127K – – –
APA
269
American Portfolios Advisors
New York
$122K – – –
PB
270
Pinnacle Bancorp
Nebraska
$117K – – –
WP
271
WealthShield Partners
North Carolina
$116K – – –
CP
272
Castleview Partners
Texas
$107K +$107K +1,642 New
FFA
273
Founders Financial Alliance
North Carolina
$106K +$259 +4 +0.2%
BC
274
Bartlett & Co
Ohio
$105K -$13.1K -200 -11%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$105K -$13.1K -200 -11%
9 10
11
12 13