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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

354 hedge funds and large institutions have $1.3B invested in iShares Select U.S. REIT ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+10
Holders Change %
+2.91%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
103
Reduced
113
Closed
13
Calls
$7.99M
Puts
$1.16M
Net Calls
+$6.83M
Net Calls Change
+$1.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$21.2M
2
Wells Fargo
Wells Fargo
California
$33.2M
3
LPL Financial
LPL Financial
California
$25.2M
4
PS
Portfolio Strategies
New York
$8.92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$90.8M

Top Sellers

1
BlackRock
BlackRock
New York
$157M
2
Comerica Bank
Comerica Bank
Texas
$1.89M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$15M
4
TCWA
Ten Capital Wealth Advisors
Washington
$446K
5
Ameriprise
Ameriprise
Minnesota
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
326
Atlas Private Wealth Advisors
New Jersey
$16K -$9.66K -151 -38%
BC
327
Burleson & Co
California
$16K – – –
TWA
328
TCI Wealth Advisors
Arizona
$15K – – –
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K – – –
SW
330
SVB Wealth
Massachusetts
$13K – – –
IF
331
Ironwood Financial
Arizona
$13K – – –
CIAS
332
Capital Investment Advisory Services
North Carolina
$12K – – –
ADL
333
Asset Dedication LLC
California
$12K – – –
ATC
334
Adirondack Trust Company
New York
$11K – – –
AF
335
Allworth Financial
California
$11K +$7.07K +108 +180%
AWM
336
Accel Wealth Management
Iowa
$10K – – –
MIM
337
Macroview Investment Management
Maryland
$9K – – –
AWA
338
Arkadios Wealth Advisors
Georgia
$9K – – –
MPCG
339
Matrix Private Capital Group
New York
$9K – – –
AWM
340
AllSquare Wealth Management
New York
$8K – – –
AIC
341
Archer Investment Corporation
Indiana
$7.59K – – –
SFA
342
Semmax Financial Advisors
North Carolina
$7K – – –
CMBA
343
C.M. Bidwell & Associates
Hawaii
$7K +$7K +102 New
HI
344
Hudock Inc
Pennsylvania
$6K +$61 +1 +1%
GT
345
Glenmede Trust
Pennsylvania
$4K -$6.88K -110 -63%
TCWM
346
Total Clarity Wealth Management
Illinois
$4K +$4K +65 New
BWA
347
BDO Wealth Advisors
Florida
$3K – – –
AW
348
Avion Wealth
Texas
$3K – – –
PCG
349
Private Capital Group
Connecticut
$2K – – –
CFA
350
Carroll Financial Associates
North Carolina
$1K – – –
11 12 13
14
15