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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

344 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.

Holders
344
Holders Change
+12
Holders Change %
+3.61%
% of All Funds
6.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
34
Increased
103
Reduced
109
Closed
17
Calls
$5.65M
Puts
–
Net Calls
+$5.65M
Net Calls Change
+$5.65M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$68.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$28.8M
4
CWM
4
Connecticut Wealth Management
Connecticut
$19.3M
5
PS
5
Portfolio Strategies
New York
$3.03M

Top Sellers

1
GB
1
Gunma Bank
Japan
$1.76M
2
BlackRock
2
BlackRock
New York
$162M
3
OCM
3
One Capital Management
California
$4.03M
4
TCM
4
Twele Capital Management
Minnesota
$4.05M
5
Bank of America
5
Bank of America
North Carolina
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$1.46M -$96.7K -1,480 -6%
US Bancorp
102
US Bancorp
Minnesota
$1.44M – – –
JA
103
JVL Associates
Michigan
$1.43M – – –
DADC
104
D.A. Davidson & Co
Montana
$1.43M +$117K +1,796 +9%
SFG
105
Sowa Financial Group
Rhode Island
$1.43M +$613K +9,387 +76%
MYIA
106
Mount Yale Investment Advisors
Colorado
$1.4M +$37.8K +579 +3%
PP
107
Palladium Partners
Virginia
$1.36M -$11.8K -180 -0.9%
MWM
108
Modera Wealth Management
New Jersey
$1.35M +$35K +535 +3%
ACA
109
Affinity Capital Advisors
California
$1.34M -$44.7K -684 -3%
EH
110
Equitable Holdings
New York
$1.33M +$196 +3 +0%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.31M +$203K +3,104 +18%
AIM
112
Acropolis Investment Management
Missouri
$1.3M +$588 +9 +0%
WLIM
113
White Lighthouse Investment Management
Massachusetts
$1.29M -$98K -1,500 -7%
PCA
114
Peddock Capital Advisors
Massachusetts
$1.28M +$173K +2,521 +16%
DI
115
Disciplined Investments
Oklahoma
$1.25M – – –
SWM
116
Spire Wealth Management
Virginia
$1.17M +$229K +3,500 +24%
NA
117
NewEdge Advisors
Louisiana
$1.17M +$137K +2,098 +13%
Simplex Trading
118
Simplex Trading
Illinois
$1.15M +$1.15M +17,601 New
SWM
119
Soundmark Wealth Management
Washington
$1.14M – – –
Bank Julius Baer & Co
120
Bank Julius Baer & Co
Switzerland
$1.1M -$120K -1,829 -10%
CCA
121
Cobblestone Capital Advisors
New York
$1.1M – – –
TWM
122
Tolleson Wealth Management
Texas
$1.08M – – –
BCM
123
BTC Capital Management
Iowa
$1.06M – – –
SCG
124
Sonata Capital Group
Washington
$1.06M +$36.6K +560 +4%
CW
125
CreativeOne Wealth
Kansas
$1.04M -$139K -2,131 -12%
3 4
5
6 7