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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K

Top Buyers

1
BlackRock
1
BlackRock
New York
$115M
2
AAS
2
Avantax Advisory Services
Texas
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$2.16M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$57.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.31M
3
Wells Fargo
3
Wells Fargo
California
$24.2M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
LPL Financial
5
LPL Financial
California
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$451K – – –
FI
152
Financial Insights
Washington
$437K +$47.5K +930 +12%
EIP
153
Ellis Investment Partners
Pennsylvania
$420K +$21.7K +426 +5%
PO
154
Private Ocean
California
$411K – – –
ASN
155
Advisory Services Network
Georgia
$400K -$3.88K -76 -1%
FWCM
156
Ferguson Wellman Capital Management
Oregon
$383K -$4.08K -80 -1%
WPC
157
Waters Parkerson & Co
Louisiana
$383K – – –
SAM
158
Silvercrest Asset Management
New York
$380K -$15.8K -310 -4%
CI Investments Inc
159
CI Investments Inc
Ontario, Canada
$380K +$380K +7,458 New
SWP
160
Stratos Wealth Partners
Ohio
$373K -$488K -9,566 -57%
BOTW
161
Bank of the West
California
$370K -$34.3K -674 -8%
SFS
162
Sowell Financial Services
Arkansas
$362K -$42.6K -836 -11%
DPI
163
Diversified Portfolios Inc
Michigan
$360K – – –
EWM
164
Evercore Wealth Management
New York
$357K – – –
FAAS
165
First Allied Advisory Services
California
$352K -$37.3K -730 -10%
First Trust Advisors
166
First Trust Advisors
Illinois
$350K +$45.8K +898 +15%
HighTower Advisors
167
HighTower Advisors
Illinois
$342K -$62.3K -1,224 -15%
NB
168
Nicolet Bankshares
Wisconsin
$341K – – –
JWCA
169
J.W. Cole Advisors
Florida
$339K +$339K +6,656 New
PA
170
Parallel Advisors
California
$329K -$5.6K -110 -2%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$329K +$61.1K +1,196 +23%
CT
172
Coastline Trust
Rhode Island
$315K -$2.04K -40 -0.6%
AIS
173
American Investment Services
Massachusetts
$313K – – –
NCM
174
New Capital Management
Texas
$312K +$1.84K +36 +0.6%
OIA
175
OneDigital Investment Advisors
Kansas
$311K -$6.32K -124 -2%
5 6
7
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