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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

344 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+12
Holders Change %
+3.61%
% of All Funds
6.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
34
Increased
103
Reduced
109
Closed
17
Calls
$5.65M
Puts
–
Net Calls
+$5.65M
Net Calls Change
+$5.65M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$68.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$28.8M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.3M
5
PS
5
Portfolio Strategies
New York
$3.03M

Top Sellers

1
GB
1
Gunma Bank
Japan
$1.76M
2
BlackRock
2
BlackRock
New York
$162M
3
OCM
3
One Capital Management
California
$4.03M
4
TCM
4
Twele Capital Management
Minnesota
$4.05M
5
Bank of America
5
Bank of America
North Carolina
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$4.03M -$4.09M -62,535 -50%
FI
52
Financial Insights
Washington
$4.02M -$144K -220 -3%
BOS
53
Bank of Stockton
California
$3.84M +$964K +14,750 +34%
DWM
54
Dakota Wealth Management
Florida
$3.76M +$30.5K +466 +0.8%
FRA
55
Frank Rimerman Advisors
California
$3.43M -$62K -948 -2%
IWP
56
Innova Wealth Partners
Pennsylvania
$3.4M +$1.16M +17,822 +52%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3.32M – – –
BU
58
BBVA USA
Alabama
$3.28M +$3.28M +50,261 New
BAM
59
Belpointe Asset Management
Nevada
$3.26M +$5.75K +88 +0.2%
HHRDM
60
H&H Retirement Design & Management
Nevada
$3.24M -$191K -2,799 -6%
RJA
61
Raymond James & Associates
Florida
$3.09M +$106K +1,615 +4%
PS
62
Portfolio Strategies
New York
$3.03M +$3.03M +46,343 New
WA
63
Wambolt & Associates
Colorado
$2.83M -$56K -853 -2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.71M -$173K -2,652 -6%
WCM
65
Windham Capital Management
Massachusetts
$2.68M – – –
TCWA
66
Ten Capital Wealth Advisors
Washington
$2.67M +$844K +12,911 +46%
CIA
67
Capital Investment Advisors
Georgia
$2.65M -$10.1K -155 -0.4%
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.64M +$10.8K +166 +0.4%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$2.58M +$322K +4,935 +14%
Citigroup
70
Citigroup
New York
$2.57M -$176K -2,696 -6%
AAS
71
Avantax Advisory Services
Texas
$2.57M +$122K +1,864 +5%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$2.52M -$47.5K -727 -2%
PAG
73
Private Advisor Group
New Jersey
$2.52M +$224K +3,427 +10%
TFF
74
The Family Firm
Maryland
$2.5M -$8.23K -126 -0.3%
AWM
75
Avior Wealth Management
Nebraska
$2.48M -$321K -4,919 -11%
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3
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