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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

354 hedge funds and large institutions have $1.3B invested in iShares Select U.S. REIT ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 113 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+10
Holders Change %
+2.91%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
103
Reduced
113
Closed
13
Calls
$7.99M
Puts
$1.16M
Net Calls
+$6.83M
Net Calls Change
+$1.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$21.2M
2
Wells Fargo
Wells Fargo
California
$33.2M
3
LPL Financial
LPL Financial
California
$25.2M
4
PS
Portfolio Strategies
New York
$8.92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$90.8M

Top Sellers

1
BlackRock
BlackRock
New York
$157M
2
Comerica Bank
Comerica Bank
Texas
$1.89M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$15M
4
TCWA
Ten Capital Wealth Advisors
Washington
$446K
5
Ameriprise
Ameriprise
Minnesota
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
151
OmniStar Financial Group
North Carolina
$665K -$70.2K -1,074 -10%
Prudential Financial
152
Prudential Financial
New Jersey
$660K +$85.6K +1,247 +15%
SWP
153
Stratos Wealth Partners
Ohio
$656K -$18.8K -288 -3%
BSW
154
Buckingham Strategic Wealth
Missouri
$643K -$9.09K -139 -1%
BPC
155
Banque Pictet & Cie
Switzerland
$635K – – –
NL
156
NVWM LLC
Pennsylvania
$635K +$57.7K +881 +10%
EWA
157
EP Wealth Advisors
California
$622K – – –
GFS
158
GYL Financial Synergies
Connecticut
$620K – – –
VWA
159
VERITY Wealth Advisors
United States
$614K – – –
GT
160
Glenview Trust
Kentucky
$610K – – –
AIP
161
ARS Investment Partners
New York
$605K – – –
JIR
162
James Investment Research
Ohio
$591K -$6.54K -100 -1%
Wolverine Trading
163
Wolverine Trading
Illinois
$571K +$220K +3,308 +63%
BCM
164
Brookstone Capital Management
Illinois
$569K +$283K +4,216 +99%
NWM
165
Northwest Wealth Management
Iowa
$546K -$49.8K -760 -8%
SPC
166
Sigma Planning Corp
Michigan
$543K +$64.4K +985 +13%
EW
167
Emerson Wealth
Michigan
$541K +$16.3K +736 +3%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$536K -$11.3K -173 -2%
P
169
Pitcairn
Pennsylvania
$532K -$85.6K -1,310 -14%
DIP
170
DT Investment Partners
Pennsylvania
$532K +$183K +2,804 +53%
PO
171
Private Ocean
California
$527K – – –
VCS
172
Vaughan & Co Securities
New Jersey
$521K -$18.6K -285 -3%
EIP
173
Ellis Investment Partners
Pennsylvania
$520K +$20.5K +314 +4%
WPC
174
Waters Parkerson & Co
Louisiana
$517K – – –
SAM
175
Silvercrest Asset Management
New York
$510K -$11.1K -170 -2%
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7
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