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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 %
MAWCM
76
Mine & Arao Wealth Creation & Management
California
$1.81M +$53.6K +1,170 +3%
PAG
77
Private Advisor Group
New Jersey
$1.81M -$427K -9,336 -19%
NA
78
NewEdge Advisors
Louisiana
$1.77M +$326K +7,124 +23%
OWD
79
Osborn Williams & Donohoe
Ohio
$1.72M -$12K -262 -0.7%
MI
80
Moneywise Inc
Virginia
$1.62M +$759K +16,570 +88%
B
81
Bailard
California
$1.49M -$155K -3,386 -9%
SIC
82
Sigma Investment Counselors
Michigan
$1.48M -$32.5K -710 -2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$1.47M -$132K -2,874 -8%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.43M +$9.94K +232 +0.7%
SGK
85
Steigerwald Gordon & Koch
Virginia
$1.41M -$153K -3,350 -10%
MYIA
86
Mount Yale Investment Advisors
Colorado
$1.39M -$159K -3,464 -10%
TFF
87
The Family Firm
Maryland
$1.35M -$4.49K -98 -0.3%
VCM
88
Vivaldi Capital Management
Illinois
$1.33M -$288K -6,294 -18%
IWM
89
IHT Wealth Management
Illinois
$1.27M +$33.6K +734 +3%
MA
90
Mutual Advisors
Nebraska
$1.27M +$129K +2,810 +11%
ACA
91
Affinity Capital Advisors
California
$1.24M +$76K +1,512 +7%
TRCT
92
Tower Research Capital (TRC)
New York
$1.23M -$56.5K -1,234 -4%
MG
93
McCutchen Group
Washington
$1.19M -$444K -9,698 -27%
PCS
94
Personal CFO Solutions
New Jersey
$1.19M +$438K +9,558 +58%
LSAG
95
Lake Street Advisors Group
New Hampshire
$1.18M – – –
AIM
96
Acropolis Investment Management
Missouri
$1.17M +$2.2K +48 +0.2%
DADC
97
D.A. Davidson & Co
Montana
$1.12M +$118K +2,582 +12%
PP
98
Palladium Partners
Virginia
$1.11M -$11.4K -250 -1%
HIA
99
Harbor Investment Advisory
Maryland
$1.07M +$184K +4,014 +21%
MIAN
100
Mariner Independent Advisor Network
Kansas
$1.07M +$1.07M +24,146 New
2 3
4
5 6