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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

344 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+12
Holders Change %
+3.61%
% of All Funds
6.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
34
Increased
103
Reduced
109
Closed
17
Calls
$5.65M
Puts
–
Net Calls
+$5.65M
Net Calls Change
+$5.65M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
2
Morgan Stanley
Morgan Stanley
New York
$68.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.8M
4
CWM
Connecticut Wealth Management
Connecticut
$19.3M
5
PS
Portfolio Strategies
New York
$3.03M

Top Sellers

1
GB
Gunma Bank
Japan
$1.76M
2
BlackRock
BlackRock
New York
$162M
3
OCM
One Capital Management
California
$4.03M
4
TCM
Twele Capital Management
Minnesota
$4.05M
5
Bank of America
Bank of America
North Carolina
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
151
Banque Pictet & Cie
Switzerland
$634K -$399K -6,100 -39%
EWA
152
EP Wealth Advisors
California
$622K -$33.3K -510 -5%
GFS
153
GYL Financial Synergies
Connecticut
$620K -$18.3K -280 -3%
P
154
Pitcairn
Pennsylvania
$618K -$58.9K -900 -9%
VWA
155
VERITY Wealth Advisors
United States
$613K +$3.98K +61 +0.7%
GT
156
Glenview Trust
Kentucky
$609K -$347K -5,310 -36%
AIP
157
ARS Investment Partners
New York
$604K – – –
JIR
158
James Investment Research
Ohio
$597K – – –
NWM
159
Northwest Wealth Management
Iowa
$595K -$48.9K -748 -8%
NL
160
NVWM LLC
Pennsylvania
$576K +$26.8K +410 +5%
CCM
161
Coldstream Capital Management
Washington
$575K – – –
AWM
162
AE Wealth Management
Kansas
$566K +$249K +3,817 +79%
PA
163
PFG Advisors
Arizona
$561K -$75.1K -1,148 -12%
Prudential Financial
164
Prudential Financial
New Jersey
$547K -$109K -1,664 -17%
FNC
165
First National Corp
Massachusetts
$540K -$1.08M -10,663 -67%
VCS
166
Vaughan & Co Securities
New Jersey
$539K -$1.57K -24 -0.3%
RCAG
167
Rehmann Capital Advisory Group
Michigan
$536K +$25.6K +399 +5%
PO
168
Private Ocean
California
$526K – – –
WPW
169
Waldron Private Wealth
Pennsylvania
$522K +$522K +7,998 New
SAM
170
Silvercrest Asset Management
New York
$521K +$15.8K +241 +3%
EW
171
Emerson Wealth
Michigan
$520K +$8.31K +379 +2%
WPC
172
Waters Parkerson & Co
Louisiana
$516K – – –
ASN
173
Advisory Services Network
Georgia
$498K -$611K -9,347 -55%
EIP
174
Ellis Investment Partners
Pennsylvania
$498K +$1.11K +17 +0.2%
SSCA
175
South Shore Capital Advisors
Massachusetts
$494K +$187K +2,859 +61%
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7
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