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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 %
SJIM
301
St. Johns Investment Management
Florida
$31K – – –
RIM
302
Rockbridge Investment Management
New York
$31K – – –
AA
303
Ancora Advisors
Ohio
$30K – – –
Bessemer Group
304
Bessemer Group
New Jersey
$28K – – –
BCM
305
Bourgeon Capital Management
Connecticut
$28K – – –
NOI
306
Newton One Investments
Delaware
$28K +$265 +4 +1%
OSNBOA
307
Old Second National Bank of Aurora
Illinois
$27K – – –
APWA
308
Atlas Private Wealth Advisors
New Jersey
$26K – – –
AIM
309
Anchor Investment Management
South Carolina
$24.2K – – –
FFA
310
Freedman Financial Associates
Massachusetts
$22K – – –
AFS
311
Annapolis Financial Services
Maryland
$18K – – –
BC
312
Burleson & Co
California
$16K – – –
SB
313
Strategic Blueprint
Georgia
$16K +$16K +238 New
TWA
314
TCI Wealth Advisors
Arizona
$15K +$129 +2 +0.9%
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
$15K +$15K +235 New
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K – – –
SW
317
SVB Wealth
Massachusetts
$13K – – –
IF
318
Ironwood Financial
Arizona
$13K – – –
FHA
319
First Horizon Advisors
Tennessee
$13K – – –
CIAS
320
Capital Investment Advisory Services
North Carolina
$12K – – –
ADL
321
Asset Dedication LLC
California
$12K +$3.8K +56 +46%
GT
322
Glenmede Trust
Pennsylvania
$11K +$6.95K +110 +172%
ATC
323
Adirondack Trust Company
New York
$10K – – –
AWM
324
Accel Wealth Management
Iowa
$10K – – –
RCM
325
Rain Capital Management
Oregon
$10K +$64 +1 +0.6%
11 12
13
14 15