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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 %
ETI
376
Enterprise Trust & Investment
California
$30K -$13.1K -174 -30%
AA
377
Ancora Advisors
Ohio
$27K – – –
APC
378
Aspire Private Capital
North Carolina
$27K +$1.28K +17 +5%
FFA
379
Freedman Financial Associates
Massachusetts
$26K – – –
IAG
380
Investmark Advisory Group
Connecticut
$24K +$24K +325 New
OSNBOA
381
Old Second National Bank of Aurora
Illinois
$22K – – –
TLFA
382
True Link Financial Advisors
California
$21K +$21K +282 New
AFS
383
Annapolis Financial Services
Maryland
$20K – – –
BC
384
Burleson & Co
California
$19K – – –
TWA
385
TCI Wealth Advisors
Arizona
$18K +$77 +1 +0.4%
LFG
386
Larson Financial Group
Missouri
$18K +$18K +234 New
IF
387
Integrity Financial
Wyoming
$18K +$18K +236 New
MCC
388
Money Concepts Capital
Florida
$17K +$17K +220 New
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
SW
390
SVB Wealth
Massachusetts
$15K – – –
CT
391
Cambridge Trust
Massachusetts
$15K +$15K +200 New
RA
392
Rise Advisors
New York
$14.3K +$14.3K +188 New
AWM
393
AllSquare Wealth Management
New York
$14K +$4.41K +57 +46%
ACK
394
Andrew C. Karlinski
$14K +$14K +184 New
ADL
395
Asset Dedication LLC
California
$13K – – –
AF
396
Allworth Financial
California
$13K – – –
CIAS
397
Capital Investment Advisory Services
North Carolina
$13K – – –
ATC
398
Adirondack Trust Company
New York
$12K – – –
AWM
399
Accel Wealth Management
Iowa
$11K – – –
MIM
400
Macroview Investment Management
Maryland
$10K – – –
14 15
16
17 18