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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.

New
Increased
Maintained
Reduced
Closed
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 %
1IA
126
1834 Investment Advisors
Wisconsin
$1M +$99.4K +1,520 +11%
EAM
127
Evanson Asset Management
California
$967K – – –
CFGS
128
Concourse Financial Group Securities
Alabama
$948K -$14K -214 -1%
NFG
129
Next Financial Group
Texas
$948K +$27.8K +425 +3%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$934K – – –
CTC
131
Central Trust Company
Missouri
$912K +$41K +627 +5%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$889K -$42.5K -650 -5%
JWCA
133
J.W. Cole Advisors
Florida
$876K +$30.1K +461 +4%
JWA
134
JFS Wealth Advisors
Pennsylvania
$841K -$15.9K -243 -2%
FWIA
135
Fort Washington Investment Advisors
Ohio
$826K -$44.1K -674 -5%
CMP
136
Courage Miller Partners
Virginia
$805K -$7.19K -110 -0.9%
TA
137
Tiedemann Advisors
New York
$791K +$81.9K +1,252 +12%
FHB
138
First Hawaiian Bank
Hawaii
$780K – – –
PFBT
139
Parkside Financial Bank & Trust
Missouri
$756K +$4.9K +75 +0.7%
IWC
140
Integrated Wealth Concepts
Massachusetts
$741K -$142K -2,176 -16%
OFG
141
OmniStar Financial Group
North Carolina
$735K +$5.49K +84 +0.8%
CAM
142
Cresset Asset Management
Illinois
$722K – – –
MFGM
143
Marshall Financial Group (Maryland)
Maryland
$715K +$47.2K +722 +7%
Truist Financial
144
Truist Financial
North Carolina
$698K -$37.8K -578 -5%
CAL
145
Capital Advisors Ltd
Ohio
$689K -$103K -1,578 -13%
UR
146
USCA RIA
Texas
$682K -$359K -5,500 -35%
QIM
147
Quest Investment Management
Oregon
$675K – – –
SWP
148
Stratos Wealth Partners
Ohio
$674K +$165K +2,529 +32%
BSW
149
Buckingham Strategic Wealth
Missouri
$651K – – –
CS
150
Comerica Securities
Michigan
$649K -$118K -1,803 -15%
4 5
6
7 8