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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.73%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$58.6M
2
Cerity Partners
Cerity Partners
New York
+$20.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.2M
4
LPL Financial
LPL Financial
California
+$6.04M
5
AAS
Avantax Advisory Services
Texas
+$4.7M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$69.7M
2
ANTB
AMG National Trust Bank
Colorado
-$25.6M
3
Wells Fargo
Wells Fargo
California
-$17.8M
4
Jane Street
Jane Street
New York
-$4.69M
5
DWA
Dorsey Wright & Associates
California
-$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
326
Kore Private Wealth
New York
$7K +$7K +112 New
AWM
327
AllSquare Wealth Management
New York
$6K – – –
SFA
328
Semmax Financial Advisors
North Carolina
$5K – – –
HI
329
Hudock Inc
Pennsylvania
$5K +$106 +2 +2%
BW
330
Bison Wealth
Georgia
$5K +$5K +78 New
AF
331
Allworth Financial
California
$4K – – –
FWM
332
Focused Wealth Management
New York
$4K – – –
TCM
333
Tradewinds Capital Management
Washington
$3K – – –
CL
334
Cabana LLC
Arkansas
$3K +$3K +44 New
TCWM
335
Total Clarity Wealth Management
Illinois
$3K +$3K +56 New
AAM
336
Advisors Asset Management
Colorado
$2K – – –
GTAM
337
Global Trust Asset Management
Florida
$2K – – –
HWA
338
HCR Wealth Advisors
California
$2K +$2K +40 New
LFG
339
Larson Financial Group
Missouri
$1K +$273 +6 +38%
SL
340
Savior LLC
Massachusetts
$1K +$1K +16 New
DY
341
Dowling & Yahnke
California
$1K +$1K +20 New
SHWM
342
Silicon Hills Wealth Management
Texas
$62 +$62 +2 New
M&T Bank
343
M&T Bank
New York
– -$69.7M -1,161,954 Closed
Jane Street
344
Jane Street
New York
– -$4.69M -78,170 Closed
DWA
345
Dorsey Wright & Associates
California
– -$3.77M -62,812 Closed
ACP
346
Aveo Capital Partners
Colorado
– -$2.85M -48,276 Closed
MIAN
347
Mariner Independent Advisor Network
Kansas
– -$1.27M -21,308 Closed
PS
348
Portfolio Strategies
New York
– -$704K -11,804 Closed
MPPLM
349
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$590K -9,828 Closed
CSIA
350
Charles Schwab Investment Advisory
California
– -$256K -4,272 Closed
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