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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+62
Holders Change %
+17.51%
% of All Funds
6.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
17
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$91.8M
2
BIP
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
BlackRock
New York
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
PS
Portfolio Strategies
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$1.02M – – –
JWCA
152
J.W. Cole Advisors
Florida
$1.02M +$1.02M +13,351 New
WPW
153
Waldron Private Wealth
Pennsylvania
$1M +$1.83K +24 +0.2%
CAAM
154
Cornerstone Advisors Asset Management
Pennsylvania
$1M +$1M +13,147 New
CWM
155
C2C Wealth Management
Arizona
$997K +$997K +13,100 New
FWIA
156
Fort Washington Investment Advisors
Ohio
$961K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$961K +$79K +1,039 +9%
CTC
158
Central Trust Company
Missouri
$876K +$28.8K +378 +3%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$870K – – –
FHB
160
First Hawaiian Bank
Hawaii
$853K – – –
Truist Financial
161
Truist Financial
North Carolina
$806K -$12.2K -160 -1%
CAL
162
Capital Advisors Ltd
Ohio
$802K – – –
SPC
163
Sigma Planning Corp
Michigan
$799K +$167K +2,197 +26%
QIM
164
Quest Investment Management
Oregon
$786K – – –
TPWA
165
TRUE Private Wealth Advisors
Oregon
$780K +$780K +10,255 New
OFG
166
OmniStar Financial Group
North Carolina
$777K +$3.19K +42 +0.4%
JWA
167
JFS Wealth Advisors
Pennsylvania
$773K -$160K -2,110 -17%
IWC
168
Integrated Wealth Concepts
Massachusetts
$765K -$25K -329 -3%
GFS
169
GYL Financial Synergies
Connecticut
$751K +$29.2K +383 +4%
AWM
170
AE Wealth Management
Kansas
$746K +$196K +2,580 +36%
FTS
171
Fifth Third Securities
Ohio
$743K -$160K -2,105 -18%
BSW
172
Buckingham Strategic Wealth
Missouri
$736K -$11.6K -152 -2%
CS
173
Comerica Securities
Michigan
$732K -$46.3K -609 -6%
VWA
174
VERITY Wealth Advisors
United States
$719K +$5.4K +71 +0.8%
GT
175
Glenview Trust
Kentucky
$709K – – –
5 6
7
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