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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 %
DSA
326
Droms Strauss Advisors
Missouri
– -$381K -6,502 Closed
FIM
327
Freedom Investment Management
Connecticut
– -$371K -6,344 Closed
3AM
328
3D Asset Management
Connecticut
– -$334K -5,704 Closed
HTHT
329
Hemenway Trust Hemenway Trust
New Hampshire
– -$310K -5,300 Closed
CA
330
Cetera Advisors
Colorado
– -$302K -5,140 Closed
DIP
331
DT Investment Partners
Pennsylvania
– -$271K -4,630 Closed
CMO
332
Covenant Multifamily Offices
Texas
– -$270K -4,608 Closed
WSTAM
333
Wilbanks Smith & Thomas Asset Management
Virginia
– -$267K -4,556 Closed
PTC
334
Private Trust Company
Ohio
– -$258K -4,414 Closed
BHWM
335
Bar Harbor Wealth Management
New Hampshire
– -$255K -4,366 Closed
SWM
336
SeaCrest Wealth Management
New York
– -$254K -4,344 Closed
AAM
337
Autus Asset Management
Arizona
– -$248K -4,242 Closed
HB
338
Homrich & Berg
Georgia
– -$246K -4,200 Closed
FFA
339
First Foundation Advisors
California
– -$235K -4,020 Closed
CBN
340
Cadence Bank NA
Texas
– -$234K -4,000 Closed
BWA
341
Beam Wealth Advisors
Louisiana
– -$227K -3,882 Closed
BF
342
BOK Financial
Oklahoma
– -$214K -3,664 Closed
OA
343
Oxbow Advisors
Texas
– -$211K -3,600 Closed
FFN
344
Focus Financial Network
Minnesota
– -$207K -3,530 Closed
NL
345
NWAM LLC
Washington
– -$206K -3,530 Closed
FNT
346
First National Trust
Pennsylvania
– -$204K -3,494 Closed
QC
347
QCM Cayman
Texas
– -$203K -3,472 Closed
JA
348
JOYN Advisors
Georgia
– -$203K -3,470 Closed
WWM
349
Western Wealth Management
Colorado
– -$203K -3,466 Closed
CFG
350
Citizens Financial Group
Rhode Island
– -$177K -3,018 Closed
11 12 13
14
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