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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+62
Holders Change %
+17.51%
% of All Funds
6.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
17
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.8M
2
BIP
2
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
3
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
5
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
2
BlackRock
New York
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.2M
4
PS
4
Portfolio Strategies
New York
$0
5
GB
5
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
51
Intergy Private Wealth
Colorado
$6.38M +$6.38M +83,833 New
MWM
52
McNaughton Wealth Management
California
$6.21M +$153K +2,112 +3%
SWA
53
Sutton Wealth Advisors
Florida
$5.92M +$40.2K +528 +0.7%
AIA
54
Arrow Investment Advisors
Maryland
$5.89M -$378K -4,966 -6%
FIA
55
Foundations Investment Advisors
Arizona
$5.75M -$73K -1,013 -1%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$5.45M -$235K -3,085 -4%
CWM
57
CMH Wealth Management
New Hampshire
$4.57M +$4.57M +60,056 New
RJA
58
Raymond James & Associates
Florida
$4.41M +$523K +6,878 +13%
OCM
59
One Capital Management
California
$4.24M -$53.3K -701 -1%
FRA
60
Frank Rimerman Advisors
California
$4.24M +$243K +3,189 +6%
Jane Street
61
Jane Street
New York
$4.2M +$4.2M +55,233 New
HighTower Advisors
62
HighTower Advisors
Illinois
$3.82M +$1.11M +14,521 +41%
BAM
63
Belpointe Asset Management
Nevada
$3.79M -$14.2K -186 -0.4%
Stifel Financial
64
Stifel Financial
Missouri
$3.78M +$1.59M +20,864 +72%
DWM
65
Dakota Wealth Management
Florida
$3.72M -$268K -3,520 -7%
TCM
66
Twele Capital Management
Minnesota
$3.64M -$735K -9,665 -17%
FWM
67
Fortress Wealth Management
California
$3.36M +$3.36M +44,134 New
DWA
68
Dorsey Wright & Associates
California
$3.26M +$46.8K +615 +1%
PAG
69
Private Advisor Group
New Jersey
$3.21M -$220K -2,889 -6%
GM
70
GeoWealth Management
Illinois
$3.2M +$931K +12,233 +41%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$3.15M +$97.3K +1,279 +3%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.13M -$114K -1,500 -4%
WCM
73
Windham Capital Management
Massachusetts
$3.12M – – –
AAS
74
Avantax Advisory Services
Texas
$3.1M -$139K -1,831 -4%
WA
75
Wambolt & Associates
Colorado
$3.09M -$149K -1,963 -5%
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