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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 %
CB
251
Commerce Bank
Missouri
$349K +$36.5K +480 +12%
WCM
252
Windsor Capital Management
Arizona
$346K -$683 -9 -0.2%
SHJ
253
Sharkey, Howes & Javer
Colorado
$343K – – –
CAG
254
Csenge Advisory Group
Florida
$340K – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$336K -$23.6K -310 -7%
SS
256
Sunbelt Securities
Texas
$334K +$81.4K +1,203 +32%
FFN
257
Focus Financial Network
Minnesota
$333K -$3.04K -40 -0.9%
BA
258
Bridge Advisory
California
$329K +$329K +4,321 New
HIG
259
Heritage Investment Group
Florida
$322K +$322K +4,238 New
CI
260
Cordant Inc
Oregon
$317K – – –
PAS
261
Park Avenue Securities
New York
$316K -$3.89K -51 -1%
KA
262
Klingman & Associates
New York
$308K – – –
AIA
263
Arbor Investment Advisors
North Carolina
$307K -$51.4K -676 -14%
CG
264
Cutler Group
California
$306K +$268K +3,524 +695%
CBN
265
Cadence Bank NA
Texas
$304K – – –
TDWM
266
Topel & Distasi Wealth Management
California
$302K +$302K +3,963 New
UCFA
267
United Capital Financial Advisors
Texas
$300K -$31.3K -412 -9%
DL
268
DOHJ LLC
Washington
$299K -$9.29K -122 -3%
BF
269
BOK Financial
Oklahoma
$298K -$7.24K -95 -2%
WIC
270
Whitegate Investment Counselors
New Hampshire
$294K -$36.1K -475 -11%
DSA
271
Droms Strauss Advisors
Missouri
$283K – – –
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$282K -$759 -10 -0.3%
TRCT
273
Tower Research Capital (TRC)
New York
$281K -$413K -6,205 -60%
OGF
274
Orin Green Financial
California
$281K – – –
HHRDM
275
H&H Retirement Design & Management
Nevada
$276K -$2.79M -42,434 -91%
9 10
11
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