ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+62
Holders Change %
+17.51%
% of All Funds
6.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
17
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$91.8M
2
BIP
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
BlackRock
New York
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
PS
Portfolio Strategies
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Clearstead Advisors
Ohio
$152K – – –
WFS
327
Widmann Financial Services
Maryland
$147K +$147K +1,936 New
COCM
328
Charter Oak Capital Management
New Hampshire
$142K +$456 +6 +0.3%
FHA
329
First Horizon Advisors
Tennessee
$139K +$379 +5 +0.3%
APA
330
American Portfolios Advisors
New York
$139K +$11.4K +150 +9%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$137K – – –
PB
332
Pinnacle Bancorp
Nebraska
$136K – – –
FFA
333
Founders Financial Alliance
North Carolina
$126K +$534 +7 +0.4%
WT
334
Whittier Trust
California
$121K – – –
IA
335
IFP Advisors
Florida
$107K +$13.5K +175 +14%
GT
336
Glenmede Trust
Pennsylvania
$103K +$98.2K +1,301 +2,033%
CFO
337
CVA Family Office
Colorado
$100K +$12.3K +162 +14%
DSC
338
Duncker Streett & Co
Missouri
$99K -$3.58K -47 -3%
MCM
339
MV Capital Management
Maryland
$97K – – –
Cohen & Steers
340
Cohen & Steers
New York
$93K +$93K +1,224 New
SWA
341
SOA Wealth Advisors
New York
$88K +$226 +3 +0.3%
CSWM
342
Cassady Schiller Wealth Management
Ohio
$88K +$88K +1,152 New
CAL
343
Capital Analysts LLC
Pennsylvania
$86K – – –
IFA
344
Interactive Financial Advisors
Illinois
$85K -$227 -3 -0.3%
PP
345
Pacifica Partners
Canada
$82K +$82K +1,122 New
ME
346
McIlrath & Eck
Washington
$77K -$4.54K -60 -6%
BFO
347
Biltmore Family Office
North Carolina
$76K – – –
BFG
348
Baron Financial Group
New Jersey
$74.7K – – –
Deutsche Bank
349
Deutsche Bank
Germany
$74K – – –
CIA
350
Choate Investment Advisors
Massachusetts
$71K +$49.7K +650 +234%
12 13
14
15 16