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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 %
IAN
176
Integrated Advisors Network
Texas
$496K +$17.5K +268 +4%
ASN
177
Advisory Services Network
Georgia
$489K -$9.62K -147 -2%
CMP
178
Courage Miller Partners
Virginia
$484K -$322K -4,922 -40%
PA
179
PFG Advisors
Arizona
$476K -$85.3K -1,303 -15%
AWM
180
AE Wealth Management
Kansas
$473K -$94.4K -1,442 -17%
TA
181
Tiedemann Advisors
New York
$470K -$320K -4,900 -41%
BPA
182
Beacon Pointe Advisors
California
$459K -$19.8K -302 -4%
CWP
183
Corepath Wealth Partners
Arizona
$459K – – –
DFG
184
Demars Financial Group
Washington
$457K +$224K +3,427 +96%
CAM
185
Cozad Asset Management
Illinois
$454K +$245K +3,738 +117%
CCM
186
Coldstream Capital Management
Washington
$451K -$446K -4,377 -50%
TCWA
187
Ten Capital Wealth Advisors
Washington
$446K -$2.22M -33,962 -83%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$446K +$13.2K +202 +3%
DPI
189
Diversified Portfolios Inc
Michigan
$443K -$10.1K -155 -2%
NB
190
Nicolet Bankshares
Wisconsin
$437K – – –
BMWM
191
Brown Miller Wealth Management
Virginia
$425K +$425K +6,508 New
PA
192
Parallel Advisors
California
$421K -$1.96K -30 -0.5%
SAM
193
SP Asset Management
California
$411K +$154K +2,202 +60%
BOTW
194
Bank of the West
California
$410K -$3.93K -60 -0.9%
FI
195
Financial Insights
Washington
$402K +$196 +3 +0%
EWM
196
Evercore Wealth Management
New York
$399K -$58.8K -899 -13%
GCA
197
Gradient Capital Advisors
California
$393K – – –
FWCM
198
Ferguson Wellman Capital Management
Oregon
$391K -$1.31K -20 -0.3%
HIC
199
Holderness Investments Company
North Carolina
$391K – – –
AIS
200
American Investment Services
Massachusetts
$387K -$9.48K -145 -2%
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