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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 %
GCA
176
Gradient Capital Advisors
California
$306K -$27.6K -542 -8%
HIC
177
Holderness Investments Company
North Carolina
$305K -$138K -2,700 -31%
Prudential Financial
178
Prudential Financial
New Jersey
$298K +$22.1K +434 +8%
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$295K -$36.7K -720 -11%
SFS
180
Summit Financial Strategies
Ohio
$293K -$5.2K -102 -2%
TYCC
181
Texas Yale Capital Corp
Florida
$286K – – –
AWM
182
AE Wealth Management
Kansas
$275K -$68.3K -1,340 -20%
WCM
183
Windsor Capital Management
Arizona
$274K -$40.6K -798 -13%
AIA
184
Arbor Investment Advisors
North Carolina
$273K +$815 +16 +0.3%
SFA
185
Sequoia Financial Advisors
Ohio
$269K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$267K -$295K -5,794 -53%
VFA
187
Voya Financial Advisors
Connecticut
$260K -$61.6K -1,212 -19%
WIA
188
Wealthstreet Investment Advisors
Texas
$259K – – –
MAFM
189
Mid Atlantic Financial Management
Pennsylvania
$255K -$28.8K -540 -10%
TA
190
Tiedemann Advisors
New York
$251K – – –
CA
191
Cetera Advisors
Colorado
$245K +$30.9K +604 +14%
SPC
192
Sigma Planning Corp
Michigan
$244K -$8.67K -170 -3%
IAN
193
Integrated Advisors Network
Texas
$238K +$238K +4,668 New
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K +$1.02K +20 +0.4%
HB
195
Homrich & Berg
Georgia
$237K +$22.5K +440 +10%
FI
196
FormulaFolio Investments
Michigan
$234K +$234K +4,588 New
WIC
197
Whitegate Investment Counselors
New Hampshire
$232K -$1.33K -26 -0.6%
CI
198
Cordant Inc
Oregon
$217K – – –
NEGWA
199
New England Guild Wealth Advisors
Connecticut
$211K – – –
BRWA
200
B. Riley Wealth Advisors
Florida
$210K -$45.5K -892 -18%
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