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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

399 hedge funds and large institutions have $1.61B invested in iShares Select U.S. REIT ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-17
Holders Change %
-4.09%
% of All Funds
6.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
30
Increased
140
Reduced
113
Closed
42
Calls
$4.05M
Puts
$1.24M
Net Calls
+$2.81M
Net Calls Change
-$3.98M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$118M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$92M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.54M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.08M
3
LPL Financial
3
LPL Financial
California
$27.5M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
Ameriprise
5
Ameriprise
Minnesota
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Disciplined Investments
Oklahoma
$1.36M +$639 +9 +0%
Simplex Trading
127
Simplex Trading
Illinois
$1.33M -$494K -6,955 -27%
MI
128
Moneywise Inc
Virginia
$1.31M -$416K -5,861 -24%
MYIA
129
Mount Yale Investment Advisors
Colorado
$1.29M – – –
CW
130
CreativeOne Wealth
Kansas
$1.25M +$10.9K +154 +0.9%
FNC
131
First National Corp
Massachusetts
$1.25M +$77.5K +1,091 +7%
CCA
132
Cobblestone Capital Advisors
New York
$1.2M – – –
SCG
133
Sonata Capital Group
Washington
$1.18M -$11.2K -158 -0.9%
SWM
134
Spire Wealth Management
Virginia
$1.15M -$20.9K -295 -2%
TWM
135
Tolleson Wealth Management
Texas
$1.14M -$29.4K -414 -3%
Bank Julius Baer & Co
136
Bank Julius Baer & Co
Switzerland
$1.11M -$87.2K -1,227 -7%
CAAM
137
Cornerstone Advisors Asset Management
Pennsylvania
$1.09M +$157K +2,210 +17%
1IA
138
1834 Investment Advisors
Wisconsin
$1.09M +$87.5K +1,232 +9%
BCM
139
BTC Capital Management
Iowa
$1.08M -$76.9K -1,084 -7%
FSA
140
Financial Services Advisory
Maryland
$1.07M -$1.08M -15,150 -50%
AWM
141
AE Wealth Management
Kansas
$1.07M +$370K +5,207 +53%
EAM
142
Evanson Asset Management
California
$1.05M – – –
OC
143
Oppenheimer & Co
New York
$1.04M +$1.04M +14,631 New
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.04M – – –
SIC
145
SJS Investment Consulting
Ohio
$1.03M – – –
WA
146
Wealthstream Advisors
New York
$1.01M +$2.84K +40 +0.3%
AGAM
147
Audent Global Asset Management
California
$1.01M -$103K -1,445 -9%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$968K +$12.8K +180 +1%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$968K +$71.1K +1,001 +8%
WPW
150
Waldron Private Wealth
Pennsylvania
$935K +$142 +2 +0%
4 5
6
7 8