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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

337 hedge funds and large institutions have $1.02B invested in iShares Select U.S. REIT ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
59
Increased
75
Reduced
117
Closed
10
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$4K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.5M
2
BlackRock
2
BlackRock
New York
$132M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.92M
4
Wells Fargo
4
Wells Fargo
California
$30.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.9M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$2.09M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$255K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PFG Advisors
Arizona
$544K -$35.8K -664 -6%
MFGM
152
Marshall Financial Group (Maryland)
Maryland
$537K +$537K +9,960 New
GFS
153
GYL Financial Synergies
Connecticut
$526K -$48K -890 -8%
Principal Financial Group
154
Principal Financial Group
Iowa
$523K +$523K +9,699 New
SWP
155
Stratos Wealth Partners
Ohio
$522K +$128K +2,373 +32%
GMA
156
Goldstein Munger & Associates
California
$504K -$446K -8,280 -47%
VWA
157
VERITY Wealth Advisors
United States
$502K +$2.26K +42 +0.5%
Two Sigma Advisers
158
Two Sigma Advisers
New York
$496K +$496K +9,214 New
JIR
159
James Investment Research
Ohio
$492K -$94.2K -1,750 -16%
First Trust Advisors
160
First Trust Advisors
Illinois
$483K +$113K +2,097 +31%
Prudential Financial
161
Prudential Financial
New Jersey
$483K +$168K +3,123 +53%
CCM
162
Coldstream Capital Management
Washington
$474K -$2.48K -46 -0.5%
VCS
163
Vaughan & Co Securities
New Jersey
$453K -$67.7K -1,256 -13%
EIP
164
Ellis Investment Partners
Pennsylvania
$446K +$1.51K +28 +0.3%
ASN
165
Advisory Services Network
Georgia
$442K +$19.5K +361 +5%
EW
166
Emerson Wealth
Michigan
$437K -$1.1M -60,951 -71%
PO
167
Private Ocean
California
$434K – – –
WPC
168
Waters Parkerson & Co
Louisiana
$426K +$21.6K +400 +5%
SFS
169
Sowell Financial Services
Arkansas
$417K +$34.8K +646 +9%
SAM
170
Silvercrest Asset Management
New York
$416K +$15K +278 +4%
FI
171
Financial Insights
Washington
$386K -$75.7K -1,403 -16%
BOTW
172
Bank of the West
California
$381K -$10.2K -190 -3%
DPI
173
Diversified Portfolios Inc
Michigan
$380K – – –
CWP
174
Corepath Wealth Partners
Arizona
$380K +$380K +7,068 New
HighTower Advisors
175
HighTower Advisors
Illinois
$378K +$16.7K +311 +5%
5 6
7
8 9