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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

354 hedge funds and large institutions have $1.3B invested in iShares Select U.S. REIT ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+10
Holders Change %
+2.91%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
103
Reduced
113
Closed
13
Calls
$7.99M
Puts
$1.16M
Net Calls
+$6.83M
Net Calls Change
+$1.18M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$21.2M
2
Wells Fargo
2
Wells Fargo
California
$33.2M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
PS
4
Portfolio Strategies
New York
$8.92M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$90.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$1.89M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$446K
5
Ameriprise
5
Ameriprise
Minnesota
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tolleson Wealth Management
Texas
$1.08M – – –
WP
127
WealthShield Partners
North Carolina
$1.07M +$952K +14,555 +821%
BCM
128
BTC Capital Management
Iowa
$1.06M – – –
Bank Julius Baer & Co
129
Bank Julius Baer & Co
Switzerland
$1.03M -$83.1K -1,259 -7%
EAM
130
Evanson Asset Management
California
$974K – – –
NFG
131
Next Financial Group
Texas
$937K -$12K -183 -1%
1IA
132
1834 Investment Advisors
Wisconsin
$923K -$77.5K -1,185 -8%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$917K -$19K -290 -2%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$880K -$9.81K -150 -1%
WPW
135
Waldron Private Wealth
Pennsylvania
$860K +$337K +5,150 +64%
FWIA
136
Fort Washington Investment Advisors
Ohio
$827K – – –
JWA
137
JFS Wealth Advisors
Pennsylvania
$803K -$38.9K -595 -5%
FTS
138
Fifth Third Securities
Ohio
$776K +$776K +11,867 New
PFBT
139
Parkside Financial Bank & Trust
Missouri
$759K +$1.83K +28 +0.2%
USCWA
140
U.S. Capital Wealth Advisors
Texas
$748K +$748K +11,436 New
CAM
141
Cresset Asset Management
Illinois
$740K +$16.5K +252 +2%
FHB
142
First Hawaiian Bank
Hawaii
$734K -$46.8K -715 -6%
CTC
143
Central Trust Company
Missouri
$728K -$184K -2,816 -20%
MFGM
144
Marshall Financial Group (Maryland)
Maryland
$725K +$10.1K +154 +1%
Truist Financial
145
Truist Financial
North Carolina
$704K +$5.04K +77 +0.7%
TRCT
146
Tower Research Capital (TRC)
New York
$694K +$384K +5,773 +124%
CAL
147
Capital Advisors Ltd
Ohio
$690K – – –
IWC
148
Integrated Wealth Concepts
Massachusetts
$679K -$62.7K -959 -8%
QIM
149
Quest Investment Management
Oregon
$676K – – –
CS
150
Comerica Securities
Michigan
$669K +$20.1K +308 +3%
4 5
6
7 8