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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 %
BOS
51
Bank of Stockton
California
$2.99M 29,274 -19,417 -40%
MWM
52
McNaughton Wealth Management
California
$2.91M 28,525 +13,477 +90%
PAG
53
Private Advisor Group
New Jersey
$2.91M 28,585 +333 +1%
AWM
54
Avior Wealth Management
Nebraska
$2.69M 26,389 -52 -0.2%
Goldman Sachs
55
Goldman Sachs
New York
$2.67M 26,172 +1,148 +5%
MI
56
Moneywise Inc
Virginia
$2.5M 24,517 -922 -4%
WA
57
Wambolt & Associates
Colorado
$2.42M 23,695 -1,334 -5%
RJA
58
Raymond James & Associates
Florida
$2.35M 23,013 -2,254 -9%
BAM
59
Belpointe Asset Management
Nevada
$2.19M 21,513 +275 +1%
HHRDM
60
H&H Retirement Design & Management
Nevada
$2.16M 21,123 +21,123 New
BUB
61
BBVA USA Bancshares
Texas
$2.14M 21,015 -231 -1%
RMC
62
Regis Management Company
California
$2.14M 20,936 -105 -0.5%
CIA
63
Capital Investment Advisors
Georgia
$2.13M 20,909 -170 -0.8%
WCM
64
Windham Capital Management
Massachusetts
$2.09M 20,500 – –
Baird Financial Group
65
Baird Financial Group
Wisconsin
$2.07M 20,282 -254 -1%
NA
66
NewEdge Advisors
Louisiana
$2.06M 20,220 +100 +0.5%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.06M 20,197 +222 +1%
TTWM
68
TCV Trust & Wealth Management
Virginia
$2.04M 20,003 -252 -1%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$2.02M 19,812 -2,687 -12%
Citigroup
70
Citigroup
New York
$1.98M 19,447 +887 +5%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$1.93M 18,918 -351 -2%
TFF
72
The Family Firm
Maryland
$1.85M 18,174 +3,442 +23%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.82M 17,477 -70 -0.4%
MA
74
Mutual Advisors
Nebraska
$1.78M 17,401 +1,092 +7%
B
75
Bailard
California
$1.63M 16,003 -431 -3%
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