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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 %
WLIM
101
White Lighthouse Investment Management
Massachusetts
$1.04M +$105K +2,298 +11%
JA
102
JVL Associates
Michigan
$1.04M – – –
EWA
103
EP Wealth Advisors
California
$1.03M +$339K +7,400 +49%
BBNA
104
Bremer Bank National Association
Minnesota
$994K +$582K +12,708 +141%
US Bancorp
105
US Bancorp
Minnesota
$979K +$32.3K +706 +3%
B
106
Bridgeworth
Alabama
$920K +$607K +13,266 +194%
CM
107
Cornerstone Management
Georgia
$915K -$107K -2,334 -10%
Citadel Advisors
108
Citadel Advisors
Florida
$888K +$888K +19,386 New
MWM
109
Modera Wealth Management
New Jersey
$886K +$886K +19,354 New
DI
110
Disciplined Investments
Oklahoma
$883K – – –
DL
111
DOHJ LLC
Washington
$881K +$153K +3,330 +21%
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
$847K +$847K +18,828 New
MAS
113
Madden Advisory Services
Florida
$844K – – –
SFG
114
Sowa Financial Group
Rhode Island
$841K -$1.12M -24,454 -57%
OFG
115
OmniStar Financial Group
North Carolina
$815K +$3.3K +72 +0.4%
BPC
116
Banque Pictet & Cie
Switzerland
$804K – – –
Principal Financial Group
117
Principal Financial Group
Iowa
$800K +$640K +13,964 +399%
CTC
118
Central Trust Company
Missouri
$798K -$50.4K -1,100 -6%
Truist Financial
119
Truist Financial
North Carolina
$788K -$241K -5,256 -23%
GT
120
Glenview Trust
Kentucky
$777K -$177K -3,876 -19%
FNC
121
First National Corp
Massachusetts
$767K +$767K +11,708 New
SWP
122
Stratos Wealth Partners
Ohio
$754K -$195K -4,268 -21%
PAS
123
Partnervest Advisory Services
California
$754K +$20.6K +450 +3%
BCM
124
BTC Capital Management
Iowa
$743K – – –
SCG
125
Sonata Capital Group
Washington
$720K +$19.9K +434 +3%
3 4
5
6 7