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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 %
CG
301
Cutler Group
California
$21K – – –
AIM
302
Anchor Investment Management
South Carolina
$19.9K – – –
AA
303
Ancora Advisors
Ohio
$19K – – –
Simplex Trading
304
Simplex Trading
Illinois
$19K +$19K +362 New
BAMG
305
Brand Asset Management Group
Missouri
$18K +$53 +1 +0.3%
FFA
306
Freedman Financial Associates
Massachusetts
$18K +$18K +340 New
AIC
307
Archer Investment Corporation
Indiana
$17K – – –
AFS
308
Annapolis Financial Services
Maryland
$14K +$14K +268 New
TRCT
309
Tower Research Capital (TRC)
New York
$12K -$266K -5,016 -96%
TWA
310
TCI Wealth Advisors
Arizona
$12K – – –
FHA
311
First Horizon Advisors
Tennessee
$11K -$11K -200 -50%
IF
312
Ironwood Financial
Arizona
$11K – – –
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K – – –
SW
314
SVB Wealth
Massachusetts
$10K – – –
SIAG
315
Signet Investment Advisory Group
Rhode Island
$9K +$9K +160 New
CIAS
316
Capital Investment Advisory Services
North Carolina
$8K – – –
AWM
317
Accel Wealth Management
Iowa
$8K +$8K +146 New
AWM
318
AllSquare Wealth Management
New York
$7K – – –
MPCG
319
Matrix Private Capital Group
New York
$7K – – –
AssetMark Inc
320
AssetMark Inc
California
$7K +$7K +122 New
JCM
321
Jacobi Capital Management
Pennsylvania
$7K +$7K +131 New
HI
322
Hudock Inc
Pennsylvania
$5K – – –
MIM
323
Macroview Investment Management
Maryland
$5K – – –
BW
324
Bison Wealth
Georgia
$4K – – –
VFA
325
Valeo Financial Advisors
Indiana
$4K +$4K +80 New
10 11 12
13
14