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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
+$7.9M
2
BIP
Blueprint Investment Partners
North Carolina
+$6.6M
3
UBS Group
UBS Group
Switzerland
+$5.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.88M
5
CWM
CMH Wealth Management
New Hampshire
+$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$74.4M
2
BlackRock
BlackRock
New York
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.48M
4
PS
Portfolio Strategies
New York
-$8.92M
5
GB
Gunma Bank
Japan
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
401
Matrix Private Capital Group
New York
$10K – – –
AIC
402
Archer Investment Corporation
Indiana
$8.83K – – –
CMBA
403
C.M. Bidwell & Associates
Hawaii
$8K – – –
SFA
404
Semmax Financial Advisors
North Carolina
$8K +$78 +1 +1%
HI
405
Hudock Inc
Pennsylvania
$7K – – –
TCWM
406
Total Clarity Wealth Management
Illinois
$5K – – –
AWA
407
Aquire Wealth Advisors
Utah
$5K +$5K +72 New
CWP
408
Concord Wealth Partners
Virginia
$5K +$5K +72 New
AW
409
Avion Wealth
Texas
$3K – – –
BWA
410
BDO Wealth Advisors
Florida
$3K – – –
PCG
411
Private Capital Group
Connecticut
$2K – – –
RK
412
Rather & Kittrell
Tennessee
$2K +$2K +32 New
GTAM
413
Global Trust Asset Management
Florida
$1K – – –
IRC
414
Investors Research Corp
Georgia
$1K +$1K +9 New
WIM
415
Westside Investment Management
California
$746 -$12 -162 -2%
PS
416
Portfolio Strategies
New York
– -$8.92M -136,360 Closed
GB
417
Gunma Bank
Japan
– -$4.78M -73,000 Closed
SWM
418
Soundmark Wealth Management
Washington
– -$1.13M -17,307 Closed
WP
419
WealthShield Partners
North Carolina
– -$1.07M -16,328 Closed
BPC
420
Banque Pictet & Cie
Switzerland
– -$635K -9,700 Closed
BWA
421
Beam Wealth Advisors
Louisiana
– -$254K -3,882 Closed
AC
422
Addison Capital
Pennsylvania
– -$253K -3,868 Closed
AP
423
Advisors Preferred
Maryland
– -$134K -2,030 Closed
BCWM
424
Bartlett & Co Wealth Management
Ohio
– -$105K -1,600 Closed
BC
425
Bartlett & Co
Ohio
– -$105K -1,600 Closed
14 15 16
17
18