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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 %
CIA
76
Capital Investment Advisors
Georgia
$2.96M -$116K -1,528 -4%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$2.89M +$3.12K +41 +0.1%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$2.88M +$2.97K +39 +0.1%
RMC
79
Regis Management Company
California
$2.86M – – –
TFF
80
The Family Firm
Maryland
$2.85M +$761 +10 +0%
HFW
81
Horizon Family Wealth
Illinois
$2.85M +$2.85M +37,403 New
MPPLM
82
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.79M +$718K +9,434 +35%
IWM
83
IHT Wealth Management
Illinois
$2.76M +$142K +1,869 +5%
VIA
84
Vickerman Investment Advisors
Washington
$2.62M -$115K -1,509 -4%
Citigroup
85
Citigroup
New York
$2.62M -$110K -1,450 -4%
NA
86
NewEdge Advisors
Louisiana
$2.57M +$420K +5,524 +20%
AWM
87
Avior Wealth Management
Nebraska
$2.57M -$219K -2,879 -8%
GC
88
Garde Capital
Washington
$2.48M +$393K +5,160 +19%
TTWM
89
TCV Trust & Wealth Management
Virginia
$2.47M -$26.6K -350 -1%
B
90
Bailard
California
$2.41M +$137K +1,796 +6%
HIA
91
Harbor Investment Advisory
Maryland
$2.37M -$6.77K -89 -0.3%
FSA
92
Financial Services Advisory
Maryland
$2.3M -$1.59M -20,884 -41%
VCM
93
Vivaldi Capital Management
Illinois
$2.25M +$58.5K +769 +3%
JE
94
JMAC Enterprises
Pennsylvania
$2.23M +$2.23M +32,615 New
SIC
95
Sigma Investment Counselors
Michigan
$2.17M -$44K -579 -2%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$2.09M +$69.3K +911 +3%
MA
97
Mutual Advisors
Nebraska
$2.07M +$13.6K +179 +0.7%
CAN
98
Cetera Advisor Networks
California
$2.02M -$145K -1,901 -7%
Citadel Advisors
99
Citadel Advisors
Florida
$2.01M +$2.01M +26,477 New
MG
100
McCutchen Group
Washington
$1.98M – – –
2 3
4
5 6