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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K

Top Buyers

1
BlackRock
1
BlackRock
New York
$115M
2
AAS
2
Avantax Advisory Services
Texas
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$2.16M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$57.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.31M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
LPL Financial
5
LPL Financial
California
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$1.07M 10,515 -1,043 -9%
US Bancorp
102
US Bancorp
Minnesota
$1.06M 10,356 +314 +3%
FIA
103
Foundations Investment Advisors
Arizona
$1.04M 9,775 +4,447 +83%
EWA
104
EP Wealth Advisors
California
$1.03M 10,068 -741 -7%
MWM
105
Modera Wealth Management
New Jersey
$1.03M 10,047 – –
FTUS
106
Flow Traders U.S.
New York
$991K 9,713 +9,713 New
DI
107
Disciplined Investments
Oklahoma
$983K 9,638 – –
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$952K 11,046 +2,214 +25%
SIC
109
Sigma Investment Counselors
Michigan
$934K 9,161 -7,083 -44%
EH
110
Equitable Holdings
New York
$916K 8,976 +179 +2%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$902K 8,839 -15,396 -64%
GMA
112
Goldstein Munger & Associates
California
$899K 8,817 -3,023 -26%
GT
113
Glenview Trust
Kentucky
$866K 8,488 – –
CFGS
114
Concourse Financial Group Securities
Alabama
$844K 8,269 +1,533 +23%
TWM
115
Tolleson Wealth Management
Texas
$840K 8,236 -13,599 -62%
PAS
116
Partnervest Advisory Services
California
$833K 8,169 -314 -4%
BCM
117
BTC Capital Management
Iowa
$828K 8,114 – –
CCA
118
Cobblestone Capital Advisors
New York
$808K 7,925 +575 +8%
BPC
119
Banque Pictet & Cie
Switzerland
$806K 7,900 – –
FNC
120
First National Corp
Massachusetts
$804K 5,930 +578 +11%
SFG
121
Sowa Financial Group
Rhode Island
$797K 7,814 -740 -9%
SCG
122
Sonata Capital Group
Washington
$797K 7,814 -29 -0.4%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$792K 7,762 +46 +0.6%
CTC
124
Central Trust Company
Missouri
$785K 7,694 -803 -9%
1IA
125
1834 Investment Advisors
Wisconsin
$784K 7,686 -266 -3%
3 4
5
6 7