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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 %
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$377K -$24.3K -452 -6%
EWM
177
Evercore Wealth Management
New York
$377K – – –
NB
178
Nicolet Bankshares
Wisconsin
$360K – – –
PA
179
Parallel Advisors
California
$348K – – –
Neuberger Berman Group
180
Neuberger Berman Group
New York
$347K – – –
IAN
181
Integrated Advisors Network
Texas
$333K +$81.2K +1,505 +32%
AIS
182
American Investment Services
Massachusetts
$331K – – –
QIM
183
Quantitative Investment Management
Virginia
$331K +$331K +6,144 New
GCA
184
Gradient Capital Advisors
California
$324K – – –
HIC
185
Holderness Investments Company
North Carolina
$322K – – –
SPC
186
Sigma Planning Corp
Michigan
$317K +$59.4K +1,104 +23%
Charles Schwab
187
Charles Schwab
California
$315K +$315K +5,847 New
REMPR
188
Roof Eidam Maycock Peralta (REMP)
California
$311K – – –
NCM
189
New Capital Management
Texas
$306K -$24.4K -452 -7%
AIA
190
Arbor Investment Advisors
North Carolina
$306K +$17K +316 +6%
TYCC
191
Texas Yale Capital Corp
Florida
$302K – – –
OIA
192
OneDigital Investment Advisors
Kansas
$301K -$27.6K -512 -8%
HB
193
Homrich & Berg
Georgia
$299K +$49K +910 +20%
RSWM
194
Robertson Stephens Wealth Management
California
$289K +$289K +5,365 New
SFA
195
Sequoia Financial Advisors
Ohio
$284K – – –
CT
196
Coastline Trust
Rhode Island
$279K -$55K -1,020 -16%
WCM
197
Windsor Capital Management
Arizona
$275K -$15K -278 -5%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$271K +$271K +5,024 New
WIA
199
Wealthstreet Investment Advisors
Texas
$269K -$3.77K -70 -1%
SFS
200
Summit Financial Strategies
Ohio
$265K -$44.5K -827 -14%
6 7
8
9 10