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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$44.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.5M
4
TF
4
TIAA FSB
Florida
$19M
5
BlackRock
5
BlackRock
New York
$87.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$30.5M
3
LPL Financial
3
LPL Financial
California
$17.6M
4
ANTB
4
AMG National Trust Bank
Colorado
$31.4M
5
RJA
5
Raymond James & Associates
Florida
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$458K +$13.1K +286 +3%
VCS
152
Vaughan & Co Securities
New Jersey
$443K -$111K -2,420 -20%
SIAP
153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$439K +$27.4K +600 +7%
CAL
154
Capital Advisors Ltd
Ohio
$433K +$38.5K +840 +10%
VWA
155
VERITY Wealth Advisors
United States
$420K – – –
ASN
156
Advisory Services Network
Georgia
$415K -$126K -2,758 -23%
GFS
157
GYL Financial Synergies
Connecticut
$414K +$17.4K +380 +4%
FWCM
158
Ferguson Wellman Capital Management
Oregon
$405K -$34K -742 -8%
SAM
159
Silvercrest Asset Management
New York
$401K -$165K -3,600 -29%
MCM
160
MV Capital Management
Maryland
$397K +$269K +5,866 +209%
PO
161
Private Ocean
California
$394K – – –
BOTW
162
Bank of the West
California
$389K +$37.7K +824 +11%
SFS
163
Sowell Financial Services
Arkansas
$388K -$85.5K -1,866 -18%
HighTower Advisors
164
HighTower Advisors
Illinois
$381K -$101K -2,208 -21%
FAAS
165
First Allied Advisory Services
California
$379K +$4.03K +88 +1%
FI
166
Financial Insights
Washington
$378K -$12.4K -270 -3%
IWC
167
Integrated Wealth Concepts
Massachusetts
$378K +$378K +8,252 New
OIA
168
OneDigital Investment Advisors
Kansas
$375K -$39.1K -854 -9%
NF
169
Nikulski Financial
Iowa
$375K +$375K +8,192 New
PA
170
Parallel Advisors
California
$369K -$44.1K -964 -11%
NB
171
Nicolet Bankshares
Wisconsin
$364K – – –
WPC
172
Waters Parkerson & Co
Louisiana
$363K – – –
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$346K +$273K +5,958 +371%
EIP
174
Ellis Investment Partners
Pennsylvania
$337K +$943 +22 +0.3%
First Trust Advisors
175
First Trust Advisors
Illinois
$335K -$29.6K -646 -8%
5 6
7
8 9