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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

337 hedge funds and large institutions have $1.02B invested in iShares Select U.S. REIT ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
59
Increased
75
Reduced
117
Closed
10
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$4K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.5M
2
BlackRock
2
BlackRock
New York
$132M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$30.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.9M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$2.09M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$255K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$770K +$770K +14,300 New
CFGS
127
Concourse Financial Group Securities
Alabama
$765K -$126K -2,343 -14%
1IA
128
1834 Investment Advisors
Wisconsin
$722K -$106K -1,974 -13%
Stifel Financial
129
Stifel Financial
Missouri
$720K -$60.8K -1,129 -8%
FNC
130
First National Corp
Massachusetts
$720K +$80.7K +1,498 +13%
FWIA
131
Fort Washington Investment Advisors
Ohio
$717K -$5.6K -104 -0.8%
NFG
132
Next Financial Group
Texas
$715K -$8.03K -149 -1%
JWA
133
JFS Wealth Advisors
Pennsylvania
$711K +$60.6K +1,125 +9%
IWC
134
Integrated Wealth Concepts
Massachusetts
$702K -$124K -2,294 -15%
CMP
135
Courage Miller Partners
Virginia
$691K -$22.1K -410 -3%
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$680K -$2.69K -50 -0.4%
NEWAS
137
N.E.W. Advisory Services
Wisconsin
$679K +$679K +12,564 New
SFG
138
Sowa Financial Group
Rhode Island
$674K -$169K -3,126 -20%
JWCA
139
J.W. Cole Advisors
Florida
$659K +$301K +5,582 +84%
FHB
140
First Hawaiian Bank
Hawaii
$643K – – –
CS
141
Comerica Securities
Michigan
$634K +$66.3K +1,230 +12%
FWCM
142
Ferguson Wellman Capital Management
Oregon
$634K +$230K +4,272 +57%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$617K +$43.2K +802 +8%
P
144
Pitcairn
Pennsylvania
$591K -$5.39K -100 -0.9%
EWA
145
EP Wealth Advisors
California
$581K -$504K -9,358 -46%
AIP
146
ARS Investment Partners
New York
$581K – – –
BSW
147
Buckingham Strategic Wealth
Missouri
$568K -$21.6K -400 -4%
QIM
148
Quest Investment Management
Oregon
$557K – – –
NWM
149
Northwest Wealth Management
Iowa
$555K -$12.4K -230 -2%
Truist Financial
150
Truist Financial
North Carolina
$551K -$917 -17 -0.2%
4 5
6
7 8