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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 %
MIM
326
Macroview Investment Management
Maryland
$9K – – –
AWA
327
Arkadios Wealth Advisors
Georgia
$9K +$9K +140 New
AWM
328
AllSquare Wealth Management
New York
$8K – – –
MPCG
329
Matrix Private Capital Group
New York
$8K – – –
PWP
330
Personal Wealth Partners
Minnesota
$8K +$8K +122 New
AIC
331
Archer Investment Corporation
Indiana
$7.58K -$13.1K -200 -63%
SFA
332
Semmax Financial Advisors
North Carolina
$7K +$69 +1 +1%
HI
333
Hudock Inc
Pennsylvania
$6K – – –
CWP
334
Concord Wealth Partners
Virginia
$5K – – –
AF
335
Allworth Financial
California
$4K – – –
BWA
336
BDO Wealth Advisors
Florida
$3K -$4.5K -60 -60%
AW
337
Avion Wealth
Texas
$3K – – –
PCG
338
Private Capital Group
Connecticut
$2K – – –
GTAM
339
Global Trust Asset Management
Florida
$1K – – –
CFA
340
Carroll Financial Associates
North Carolina
$1K – – –
WIM
341
Westside Investment Management
California
$650 +$23 +349 +4%
QIM
342
Quantitative Investment Management
Virginia
– -$986K -17,071 Closed
Two Sigma Advisers
343
Two Sigma Advisers
New York
– -$978K -16,914 Closed
HCMT
344
Highland Capital Management (Tennessee)
Tennessee
– -$730K -12,624 Closed
ABC
345
Associated Banc-Corp
Wisconsin
– -$664K -7,251 Closed
WIA
346
Wealthstreet Investment Advisors
Texas
– -$289K -5,000 Closed
VFA
347
Voya Financial Advisors
Connecticut
– -$266K -4,582 Closed
AWG
348
Altus Wealth Group
Colorado
– -$118K -1,904 Closed
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
– -$102K -1,720 Closed
PCIA
350
Prime Capital Investment Advisors
Kansas
– -$91K -1,567 Closed
11 12 13
14
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