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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 %
CWP
176
Corepath Wealth Partners
Arizona
$482K – – –
IAN
177
Integrated Advisors Network
Texas
$478K +$19.6K +300 +4%
SPC
178
Sigma Planning Corp
Michigan
$478K +$124K +1,898 +35%
BPA
179
Beacon Pointe Advisors
California
$478K +$478K +7,317 New
EWM
180
Evercore Wealth Management
New York
$457K – – –
DPI
181
Diversified Portfolios Inc
Michigan
$453K -$7.97K -122 -2%
ARC
182
Advisor Resource Council
Texas
$439K +$439K +6,722 New
NB
183
Nicolet Bankshares
Wisconsin
$437K – – –
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$432K +$322K +4,929 +292%
PA
185
Parallel Advisors
California
$422K – – –
BOTW
186
Bank of the West
California
$413K -$49K -750 -11%
AIS
187
American Investment Services
Massachusetts
$396K -$2.61K -40 -0.7%
GCA
188
Gradient Capital Advisors
California
$393K – – –
FWCM
189
Ferguson Wellman Capital Management
Oregon
$392K -$10.5K -160 -3%
HIC
190
Holderness Investments Company
North Carolina
$391K – – –
REMPR
191
Roof Eidam Maycock Peralta (REMP)
California
$378K – – –
JPG
192
Jordan Park Group
California
$373K +$373K +5,708 New
HI
193
Harbour Investments
Wisconsin
$368K +$5.1K +78 +1%
Neuberger Berman Group
194
Neuberger Berman Group
New York
$367K -$27.7K -424 -7%
TYCC
195
Texas Yale Capital Corp
Florida
$366K – – –
AIA
196
Arbor Investment Advisors
North Carolina
$366K +$914 +14 +0.3%
BOM
197
Bank of Marin
California
$358K +$11.4K +174 +3%
SAM
198
Satovsky Asset Management
New York
$354K +$1.63K +25 +0.5%
DIP
199
DT Investment Partners
Pennsylvania
$349K – – –
Wolverine Trading
200
Wolverine Trading
Illinois
$348K +$348K +5,280 New
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8
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