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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 %
WT
276
Whittier Trust
California
$104K – – –
DSC
277
Duncker Streett & Co
Missouri
$88K +$131 +2 +0.1%
BFG
278
Baron Financial Group
New Jersey
$87K – – –
CFO
279
CVA Family Office
Colorado
$86K +$196 +3 +0.2%
MCM
280
MV Capital Management
Maryland
$83K – – –
SWA
281
SOA Wealth Advisors
New York
$76K +$195 +3 +0.3%
IA
282
IFP Advisors
Florida
$76K +$3.88K +60 +5%
IFA
283
Interactive Financial Advisors
Illinois
$74K -$4.24K -65 -5%
CAL
284
Capital Analysts LLC
Pennsylvania
$74K – – –
ME
285
McIlrath & Eck
Washington
$70K -$12.5K -192 -15%
BFO
286
Biltmore Family Office
North Carolina
$65K – – –
Deutsche Bank
287
Deutsche Bank
Germany
$63K – – –
HPC
288
HM Payson & Co
Maine
$56K – – –
CWC
289
Carolinas Wealth Consulting
North Carolina
$55K – – –
PMFA
290
Plante Moran Financial Advisors
Michigan
$54K -$7.79K -120 -13%
LDFR
291
Lehman & Derafelo Financial Resources
Pennsylvania
$52K – – –
EW
292
Evoke Wealth
California
$52K – – –
HIM
293
HawsGoodwin Investment Management
Tennessee
$45K – – –
FRA
294
Front Row Advisors
California
$40K -$1.1K -16 -3%
HS
295
Horan Securities
United States
$40K – – –
AF
296
Advisornet Financial
Minnesota
$40K +$393 +6 +1%
PSB
297
Piscataqua Savings Bank
New Hampshire
$39K -$12.9K -198 -25%
OIA
298
Optimum Investment Advisors
Illinois
$39K – – –
GRP
299
Global Retirement Partners
California
$37K – – –
CIA
300
Choate Investment Advisors
Massachusetts
$36K -$45.5K -702 -56%
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12
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