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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$781K +$35K +686 +5%
CAL
127
Capital Advisors Ltd
Ohio
$761K – – –
EAM
128
Evanson Asset Management
California
$754K – – –
Stifel Financial
129
Stifel Financial
Missouri
$740K +$63.2K +1,238 +9%
EW
130
Emerson Wealth
Michigan
$688K -$50.4K -6,240 -7%
FWIA
131
Fort Washington Investment Advisors
Ohio
$684K -$88.7K -1,740 -11%
NFG
132
Next Financial Group
Texas
$684K +$44.6K +874 +7%
CMP
133
Courage Miller Partners
Virginia
$668K – – –
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$646K – – –
JWA
135
JFS Wealth Advisors
Pennsylvania
$616K +$45.2K +886 +8%
FHB
136
First Hawaiian Bank
Hawaii
$608K -$56.1K -1,100 -8%
PA
137
PFG Advisors
Arizona
$570K -$26.4K -498 -4%
P
138
Pitcairn
Pennsylvania
$564K – – –
BSW
139
Buckingham Strategic Wealth
Missouri
$558K +$102 +2 +0%
JIR
140
James Investment Research
Ohio
$555K -$2.55K -50 -0.5%
AIP
141
ARS Investment Partners
New York
$550K +$550K +10,784 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$544K -$2.96K -58 -0.5%
GFS
143
GYL Financial Synergies
Connecticut
$543K -$11.2K -220 -2%
CS
144
Comerica Securities
Michigan
$538K +$145K +2,848 +37%
NWM
145
Northwest Wealth Management
Iowa
$537K -$18K -352 -3%
QIM
146
Quest Investment Management
Oregon
$527K -$56.1K -1,100 -10%
Truist Financial
147
Truist Financial
North Carolina
$522K -$9.08K -178 -2%
GIM
148
Goelzer Investment Management
Indiana
$514K – – –
VCS
149
Vaughan & Co Securities
New Jersey
$493K – – –
VWA
150
VERITY Wealth Advisors
United States
$473K +$1.94K +38 +0.4%
4 5
6
7 8