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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+62
Holders Change %
+17.51%
% of All Funds
6.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
17
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$91.8M
2
BIP
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
BlackRock
New York
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
PS
Portfolio Strategies
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Affinity Capital Advisors
California
$1.51M -$55.2K -725 -4%
PP
127
Palladium Partners
Virginia
$1.51M -$2.66K -35 -0.2%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$1.5M +$7.61K +100 +0.5%
DI
129
Disciplined Investments
Oklahoma
$1.45M – – –
MYIA
130
Mount Yale Investment Advisors
Colorado
$1.38M – – –
CW
131
CreativeOne Wealth
Kansas
$1.32M +$51.7K +680 +4%
Bank Julius Baer & Co
132
Bank Julius Baer & Co
Switzerland
$1.28M +$94K +1,235 +8%
SCG
133
Sonata Capital Group
Washington
$1.28M -$913 -12 -0.1%
CCA
134
Cobblestone Capital Advisors
New York
$1.28M – – –
CAM
135
Concorde Asset Management
Michigan
$1.27M +$1.27M +16,636 New
SWM
136
Spire Wealth Management
Virginia
$1.26M -$113K -1,479 -8%
TWM
137
Tolleson Wealth Management
Texas
$1.25M – – –
FNC
138
First National Corp
Massachusetts
$1.25M -$38.7K -509 -3%
BCM
139
BTC Capital Management
Iowa
$1.23M – – –
HT
140
HAP Trading
New York
$1.2M +$1.2M +15,743 New
AGAM
141
Audent Global Asset Management
California
$1.19M +$1.19M +15,679 New
Renaissance Technologies
142
Renaissance Technologies
New York
$1.13M +$1.13M +14,900 New
EAM
143
Evanson Asset Management
California
$1.13M – – –
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.11M +$45.4K +598 +4%
SIC
145
SJS Investment Consulting
Ohio
$1.1M +$1.1M +14,470 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$1.09M -$1.42M -18,712 -57%
NFG
147
Next Financial Group
Texas
$1.09M -$1.9K -25 -0.2%
WA
148
Wealthstream Advisors
New York
$1.08M +$1.08M +14,236 New
1IA
149
1834 Investment Advisors
Wisconsin
$1.07M +$152 +2 +0%
CA
150
Cetera Advisors
Colorado
$1.07M +$746K +9,807 +233%
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