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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
$91.8M
2
BIP
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
BlackRock
New York
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
PS
Portfolio Strategies
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
276
William Blair & Company
Illinois
$274K -$10.3K -136 -4%
AAS
277
Ameritas Advisory Services
Nebraska
$273K +$273K +3,582 New
TPCW
278
TD Private Client Wealth
New York
$271K -$2.05K -27 -0.8%
HAS
279
HBW Advisory Services
California
$270K +$1.14K +15 +0.4%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$263K – – –
AWE
281
Avidian Wealth Enterprises
Texas
$262K +$262K +3,446 New
NSIM
282
North Star Investment Management
Illinois
$259K – – –
CPA
283
Cardiff Park Advisors
California
$259K +$259K +3,400 New
SWM
284
Silverlake Wealth Management
Vermont
$259K +$259K +3,399 New
OC
285
Oarsman Capital
Wisconsin
$256K +$20.5K +270 +9%
RJT
286
Raymond James Trust
Florida
$251K +$251K +3,298 New
OIA
287
OneDigital Investment Advisors
Kansas
$250K -$30.4K -400 -11%
WB
288
WesBanco Bank
West Virginia
$245K – – –
EWM
289
Empirical Wealth Management
Washington
$245K +$245K +3,218 New
AAM
290
Autus Asset Management
Arizona
$242K -$4.26K -56 -2%
HNB
291
Huntington National Bank
Ohio
$242K – – –
AWM
292
Avaii Wealth Management
Wisconsin
$242K +$242K +3,183 New
SB
293
Simmons Bank
Arkansas
$240K – – –
SSB
294
Sandy Spring Bank
Maryland
$236K +$14.2K +187 +6%
LK
295
Lumbard & Kellner
New Hampshire
$234K – – –
PS
296
Planned Solutions
California
$233K +$233K +3,056 New
AWM
297
Axxcess Wealth Management
California
$233K +$233K +3,065 New
FFA
298
First Foundation Advisors
California
$232K +$232K +3,050 New
3LCM
299
3D/L Capital Management
Connecticut
$230K +$230K +3,021 New
PIFP
300
Partners in Financial Planning
Virginia
$230K – – –
10 11
12
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