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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

337 hedge funds and large institutions have $1.02B invested in iShares Select U.S. REIT ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 268 increasing their positions, 7 reducing their positions, and 10 closing their positions.

Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
59
Increased
268
Reduced
7
Closed
10
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$4K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.5M
2
BlackRock
2
BlackRock
New York
$132M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$30.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.9M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$2.09M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$255K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FMLI
26
Fukoku Mutual Life Insurance
Japan
$9.38M 174,000 +87,000 +100%
CWM
27
Connecticut Wealth Management
Connecticut
$8.92M 165,633 +165,633 New
MA
28
MUFG Americas
New York
$8.9M 165,191 +80,564 +95%
Cerity Partners
29
Cerity Partners
New York
$8.48M 157,286 +80,173 +104%
Osaic Holdings
30
Osaic Holdings
Arizona
$8.3M 154,057 +77,032 +100%
BP
31
Ballentine Partners
Massachusetts
$7.43M 137,877 +61,482 +80%
IA
32
IFG Advisors
Missouri
$7.18M 133,331 +69,509 +109%
EVM
33
Eaton Vance Management
Massachusetts
$7.1M 131,820 +46,910 +55%
FT
34
Fiduciary Trust
Massachusetts
$7.05M 130,872 +61,792 +89%
UBS Group
35
UBS Group
Switzerland
$6.81M 126,447 +61,941 +96%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$6.58M 122,157 +75,679 +163%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.02M 111,766 +52,918 +90%
TCM
38
Twele Capital Management
Minnesota
$5.96M 110,605 +55,225 +100%
Comerica Bank
39
Comerica Bank
Texas
$5.85M 108,400 +50,811 +88%
AMG
40
Asset Management Group
Connecticut
$5.7M 105,803 +52,883 +100%
Mariner
41
Mariner
Kansas
$5.57M 103,303 +49,920 +94%
DWM
42
Dakota Wealth Management
Florida
$5.02M 93,157 +41,273 +80%
IFS
43
Ifrah Financial Services
Arkansas
$4.8M 89,015 +45,244 +103%
Northern Trust
44
Northern Trust
Illinois
$4.74M 87,878 +43,689 +99%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$4.69M 87,000 +44,500 +105%
MWM
46
McNaughton Wealth Management
California
$4.02M 74,617 +46,092 +162%
SWA
47
Sutton Wealth Advisors
Florida
$3.73M 69,259 +35,591 +106%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.7M 68,668 +32,646 +91%
LNC
49
Lincoln National Corp
Pennsylvania
$3.42M 63,407 +25,952 +69%
MGIA
50
Moneta Group Investment Advisors
Missouri
$3.34M 61,915 +32,398 +110%
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