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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 %
VRM
351
Vectors Research Management
New York
$66K – – –
HPC
352
HM Payson & Co
Maine
$65K – – –
CWC
353
Carolinas Wealth Consulting
North Carolina
$64K – – –
EW
354
Evoke Wealth
California
$61K – – –
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
AF
356
Advisornet Financial
Minnesota
$56K +$532 +7 +1%
PMFA
357
Plante Moran Financial Advisors
Michigan
$52K – – –
HIM
358
HawsGoodwin Investment Management
Tennessee
$52K – – –
CA
359
CoreCap Advisors
Michigan
$47K +$47K +618 New
PSB
360
Piscataqua Savings Bank
New Hampshire
$46K – – –
HS
361
Horan Securities
United States
$46K +$46K +606 New
CAAS
362
Capital Asset Advisory Services
Michigan
$45K – – –
FRA
363
Front Row Advisors
California
$44K +$75 +1 +0.2%
AWM
364
Aspire Wealth Management
Massachusetts
$44K +$44K +574 New
TSWM
365
Tyler-Stone Wealth Management
Ohio
$44K +$44K +582 New
SAM
366
Strategic Asset Management
Minnesota
$41K +$230 +3 +0.6%
SJIM
367
St. Johns Investment Management
Florida
$37K – – –
GWANC
368
Guardian Wealth Advisors (North Carolina)
North Carolina
$37K +$37K +491 New
GRP
369
Global Retirement Partners
California
$34K – – –
RIM
370
Rockbridge Investment Management
New York
$34K – – –
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$33K -$45.2K -592 -58%
BCM
372
Bourgeon Capital Management
Connecticut
$33K – – –
BLC
373
Brown, Lisle/Cummings
Rhode Island
$32.1K +$32.1K +422 New
NOI
374
Newton One Investments
Delaware
$32K +$375 +5 +1%
AIM
375
Anchor Investment Management
South Carolina
$30.7K +$2.51K +33 +9%
13 14
15
16 17