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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$44.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.5M
4
TF
4
TIAA FSB
Florida
$19M
5
BlackRock
5
BlackRock
New York
$87.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$30.5M
3
LPL Financial
3
LPL Financial
California
$17.6M
4
ANTB
4
AMG National Trust Bank
Colorado
$31.4M
5
RJA
5
Raymond James & Associates
Florida
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
51
Peninsula Asset Management
Florida
$3.1M +$313K +6,828 +11%
LNC
52
Lincoln National Corp
Pennsylvania
$3.07M +$1.45M +31,692 +90%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.98M -$3.95M -86,272 -57%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$2.91M +$804K +17,560 +38%
SWA
55
Sutton Wealth Advisors
Florida
$2.9M -$134K -2,928 -4%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$2.57M -$503K -10,988 -16%
RMC
57
Regis Management Company
California
$2.48M -$46.1K -1,006 -2%
MGIA
58
Moneta Group Investment Advisors
Missouri
$2.48M -$130K -2,836 -5%
AWM
59
Avior Wealth Management
Nebraska
$2.39M -$3.02K -66 -0.1%
MMA
60
Miracle Mile Advisors
California
$2.31M -$250K -5,464 -10%
WA
61
Wambolt & Associates
Colorado
$2.3M -$47.8K -1,044 -2%
AIA
62
Arrow Investment Advisors
Maryland
$2.21M +$184K +4,028 +9%
FC
63
FCA Corp
Texas
$2.2M -$28K -612 -1%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$2.06M -$12.6K -276 -0.6%
CAN
65
Cetera Advisor Networks
California
$2.05M +$395K +8,632 +24%
BUB
66
BBVA USA Bancshares
Texas
$2.03M -$809K -17,676 -28%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.02M +$166K +3,620 +9%
CIA
68
Capital Investment Advisors
Georgia
$1.94M -$20.8K -454 -1%
TTWM
69
TCV Trust & Wealth Management
Virginia
$1.94M -$111K -2,430 -5%
BAM
70
Belpointe Asset Management
Nevada
$1.94M +$3.21K +70 +0.2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.92M -$1.05M -22,930 -35%
TWM
72
Tolleson Wealth Management
Texas
$1.91M – – –
HCM
73
Hollencrest Capital Management
California
$1.91M -$154K -3,354 -7%
WCM
74
Windham Capital Management
Massachusetts
$1.88M – – –
Citigroup
75
Citigroup
New York
$1.84M -$1.83M -39,882 -50%
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