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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

354 hedge funds and large institutions have $1.3B invested in iShares Select U.S. REIT ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+10
Holders Change %
+2.91%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
103
Reduced
113
Closed
13
Calls
$7.99M
Puts
$1.16M
Net Calls
+$6.83M
Net Calls Change
+$1.18M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$21.2M
2
Wells Fargo
2
Wells Fargo
California
$33.2M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
PS
4
Portfolio Strategies
New York
$8.92M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$90.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$1.89M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$446K
5
Ameriprise
5
Ameriprise
Minnesota
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
51
Gunma Bank
Japan
$4.78M +$3.01M +46,000 +170%
IWP
52
Innova Wealth Partners
Pennsylvania
$4.01M +$610K +9,321 +18%
TCM
53
Twele Capital Management
Minnesota
$3.76M -$287K -4,385 -7%
OCM
54
One Capital Management
California
$3.69M -$343K -5,247 -9%
FRA
55
Frank Rimerman Advisors
California
$3.44M – – –
DWM
56
Dakota Wealth Management
Florida
$3.43M -$335K -5,117 -9%
FSA
57
Financial Services Advisory
Maryland
$3.35M +$955K +14,595 +40%
RJA
58
Raymond James & Associates
Florida
$3.34M +$251K +3,842 +8%
BAM
59
Belpointe Asset Management
Nevada
$3.27M +$5.17K +79 +0.2%
HHRDM
60
H&H Retirement Design & Management
Nevada
$3.07M -$51.5K -783 -2%
PAG
61
Private Advisor Group
New Jersey
$2.95M +$432K +6,595 +17%
WA
62
Wambolt & Associates
Colorado
$2.81M -$34.6K -524 -1%
AAS
63
Avantax Advisory Services
Texas
$2.79M +$225K +3,440 +9%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.79M +$74.1K +1,133 +3%
DWA
65
Dorsey Wright & Associates
California
$2.76M +$2.76M +42,181 New
BU
66
BBVA USA
Alabama
$2.75M -$542K -8,294 -17%
WCM
67
Windham Capital Management
Massachusetts
$2.68M – – –
CIA
68
Capital Investment Advisors
Georgia
$2.64M -$11.8K -180 -0.4%
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$2.63M -$11.4K -175 -0.4%
TFF
70
The Family Firm
Maryland
$2.6M -$57K -821 -2%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$2.48M -$105K -1,610 -4%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$2.48M -$50.8K -776 -2%
RMC
73
Regis Management Company
California
$2.46M – – –
AWM
74
Avior Wealth Management
Nebraska
$2.4M -$80.5K -1,230 -3%
VIA
75
Vickerman Investment Advisors
Washington
$2.35M +$2.35M +35,910 New
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3
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