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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K

Top Buyers

1
BlackRock
1
BlackRock
New York
$115M
2
AAS
2
Avantax Advisory Services
Texas
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$2.16M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$57.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.31M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
LPL Financial
5
LPL Financial
California
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K – – –
SW
277
SVB Wealth
Massachusetts
$10K – – –
IF
278
Ironwood Financial
Arizona
$10K – – –
CIAS
279
Capital Investment Advisory Services
North Carolina
$8K – – –
RIM
280
Rockbridge Investment Management
New York
$8K – – –
MPCG
281
Matrix Private Capital Group
New York
$7K – – –
AWM
282
AllSquare Wealth Management
New York
$6K – – –
MIM
283
Macroview Investment Management
Maryland
$4K – – –
HI
284
Hudock Inc
Pennsylvania
$4K +$83 +2 +2%
BW
285
Bison Wealth
Georgia
$4K +$100 +2 +3%
AF
286
Allworth Financial
California
$3K – – –
TCM
287
Tradewinds Capital Management
Washington
$3K – – –
HWA
288
HCR Wealth Advisors
California
$2K – – –
AW
289
Avion Wealth
Texas
$2K – – –
CFA
290
Carroll Financial Associates
North Carolina
$1K – – –
GTAM
291
Global Trust Asset Management
Florida
$1K – – –
WIM
292
Westside Investment Management
California
$467 +$86 +1,690 +23%
SXL
293
Summit X LLC
Missouri
$408 +$408 +936 New
Citadel Advisors
294
Citadel Advisors
Florida
– -$2.92M -57,972 Closed
MMA
295
Miracle Mile Advisors
California
– -$2.34M -46,430 Closed
PCS
296
Personal CFO Solutions
New Jersey
– -$1.52M -30,048 Closed
AllianceBernstein
297
AllianceBernstein
Tennessee
– -$323K -6,400 Closed
VCM
298
Vision Capital Management
Oregon
– -$305K -6,054 Closed
QIM
299
Quantitative Investment Management
Virginia
– -$295K -5,864 Closed
CB
300
Commerce Bank
Missouri
– -$253K -5,008 Closed
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