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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K

Top Buyers

1
BlackRock
1
BlackRock
New York
$115M
2
AAS
2
Avantax Advisory Services
Texas
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$2.16M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$57.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.31M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
LPL Financial
5
LPL Financial
California
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$8.74M 85,566 +45,436 +113%
EVM
27
Eaton Vance Management
Massachusetts
$8.66M 84,910 -1,375 -2%
MA
28
MUFG Americas
New York
$8.63M 84,627 -1,104 -1%
Cerity Partners
29
Cerity Partners
New York
$7.87M 77,113 -38,574 -33%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.86M 77,025 +23,431 +44%
BP
31
Ballentine Partners
Massachusetts
$7.79M 76,395 -7,045 -8%
FT
32
Fiduciary Trust
Massachusetts
$7.05M 69,080 -4,549 -6%
UBS Group
33
UBS Group
Switzerland
$6.58M 64,506 -12,171 -16%
IA
34
IFG Advisors
Missouri
$6.51M 63,822 +5,140 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6M 58,848 -2,846 -5%
Comerica Bank
36
Comerica Bank
Texas
$5.97M 57,589 +2,092 +4%
TCM
37
Twele Capital Management
Minnesota
$5.65M 55,380 – –
Mariner
38
Mariner
Kansas
$5.45M 53,383 -2,489 -4%
AMG
39
Asset Management Group
Connecticut
$5.4M 52,920 -10 -0%
DWM
40
Dakota Wealth Management
Florida
$5.29M 51,884 -4,464 -8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.74M 46,478 +3,517 +8%
Northern Trust
42
Northern Trust
Illinois
$4.51M 44,189 – –
IFS
43
Ifrah Financial Services
Arkansas
$4.47M 43,771 +1,519 +4%
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$4.34M 42,500 – –
SHJ
45
Sharkey, Howes & Javer
Colorado
$4.09M 40,056 +9,830 +33%
LNC
46
Lincoln National Corp
Pennsylvania
$3.82M 37,455 +14,123 +61%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.68M 36,022 +10,147 +39%
SWA
48
Sutton Wealth Advisors
Florida
$3.43M 33,668 +301 +0.9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$3.32M 50,743 – –
MGIA
50
Moneta Group Investment Advisors
Missouri
$3.01M 29,517 +988 +3%
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