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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
M&T Bank
New York
$44.2M
2
Morgan Stanley
Morgan Stanley
New York
$64.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.5M
4
TF
TIAA FSB
Florida
$19M
5
BlackRock
BlackRock
New York
$87.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
Wells Fargo
Wells Fargo
California
$30.5M
3
LPL Financial
LPL Financial
California
$17.6M
4
ANTB
AMG National Trust Bank
Colorado
$31.4M
5
RJA
Raymond James & Associates
Florida
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
301
Bison Wealth
Georgia
$4K – – –
HI
302
Hudock Inc
Pennsylvania
$4K – – –
SFA
303
Semmax Financial Advisors
North Carolina
$4K – – –
AF
304
Allworth Financial
California
$3K – – –
FWM
305
Focused Wealth Management
New York
$3K – – –
TCM
306
Tradewinds Capital Management
Washington
$2K – – –
HWA
307
HCR Wealth Advisors
California
$2K – – –
AW
308
Avion Wealth
Texas
$2K +$2K +40 New
BFEC
309
Benjamin F. Edwards & Company
Missouri
$1K -$2.5K -80 -71%
AAM
310
Advisors Asset Management
Colorado
$1K – – –
GTAM
311
Global Trust Asset Management
Florida
$1K – – –
LFG
312
Larson Financial Group
Missouri
$1K +$154 +4 +18%
WIM
313
Westside Investment Management
California
$212 +$212 +4,650 New
RJFSA
314
Raymond James Financial Services Advisors
Florida
– -$14.8M -253,480 Closed
FI
315
FormulaFolio Investments
Michigan
– -$2.53M -43,298 Closed
NCM
316
Niemann Capital Management
Nevada
– -$2.12M -36,172 Closed
Financial Engines Advisors
317
Financial Engines Advisors
California
– -$1.43M -24,374 Closed
AI
318
Atria Investments
North Carolina
– -$789K -13,480 Closed
QIM
319
Quantitative Investment Management
Virginia
– -$657K -11,234 Closed
KM
320
Kalos Management
Georgia
– -$652K -11,100 Closed
JWCA
321
J.W. Cole Advisors
Florida
– -$649K -11,098 Closed
PFS
322
Prospera Financial Services
Texas
– -$619K -10,576 Closed
RFC
323
Regions Financial Corp
Alabama
– -$604K -10,326 Closed
GC
324
Garde Capital
Washington
– -$445K -7,614 Closed
CG
325
Colony Group
Massachusetts
– -$435K -7,444 Closed
11 12
13
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