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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 %
HPC
276
HM Payson & Co
Maine
$46K – – –
CWC
277
Carolinas Wealth Consulting
North Carolina
$45K – – –
APWA
278
Atlas Private Wealth Advisors
New Jersey
$43K -$7.06K -130 -14%
LDFR
279
Lehman & Derafelo Financial Resources
Pennsylvania
$43K – – –
EW
280
Evoke Wealth
California
$43K – – –
WEC
281
Winslow Evans & Crocker
Massachusetts
$42K +$29.2K +550 +229%
HIM
282
HawsGoodwin Investment Management
Tennessee
$37K – – –
HAS
283
HBW Advisory Services
California
$36K +$36K +674 New
EA
284
Elm Advisors
California
$35K +$35K +650 New
GRP
285
Global Retirement Partners
California
$34K – – –
FRA
286
Front Row Advisors
California
$34K +$54 +1 +0.2%
AF
287
Advisornet Financial
Minnesota
$33K -$14.4K -264 -30%
HS
288
Horan Securities
United States
$33K – – –
OIA
289
Optimum Investment Advisors
Illinois
$32K – – –
MCC
290
Money Concepts Capital
Florida
$31K +$31K +578 New
EP
291
Eudaimonia Partners
Tennessee
$28K – – –
ADL
292
Asset Dedication LLC
California
$26K – – –
PP
293
PrairieView Partners
Minnesota
$26K – – –
RIM
294
Rockbridge Investment Management
New York
$26K +$17K +310 +189%
BCM
295
Bourgeon Capital Management
Connecticut
$23K – – –
NOI
296
Newton One Investments
Delaware
$23K +$23K +418 New
Bessemer Group
297
Bessemer Group
New Jersey
$23K +$23K +422 New
Cohen & Steers
298
Cohen & Steers
New York
$23K +$23K +427 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$22K – – –
OSNBOA
300
Old Second National Bank of Aurora
Illinois
$22K – – –
10 11
12
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