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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
+$7.9M
2
BIP
Blueprint Investment Partners
North Carolina
+$6.6M
3
UBS Group
UBS Group
Switzerland
+$5.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.88M
5
CWM
CMH Wealth Management
New Hampshire
+$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$74.4M
2
BlackRock
BlackRock
New York
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.48M
4
PS
Portfolio Strategies
New York
-$8.92M
5
GB
Gunma Bank
Japan
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
ARS Investment Partners
New York
$704K – – –
TCWA
177
Ten Capital Wealth Advisors
Washington
$698K +$179K +2,348 +34%
JIR
178
James Investment Research
Ohio
$688K – – –
CCM
179
Coldstream Capital Management
Washington
$669K +$333K +4,377 +99%
Prudential Financial
180
Prudential Financial
New Jersey
$663K -$15.9K -225 -2%
AC
181
Apella Capital
Connecticut
$655K -$816K -10,720 -55%
DIP
182
DT Investment Partners
Pennsylvania
$647K +$27.8K +365 +4%
P
183
Pitcairn
Pennsylvania
$619K – – –
EIP
184
Ellis Investment Partners
Pennsylvania
$607K +$2.51K +33 +0.4%
PO
185
Private Ocean
California
$600K -$12.6K -165 -2%
WPC
186
Waters Parkerson & Co
Louisiana
$599K -$2.36K -31 -0.4%
SAM
187
Silvercrest Asset Management
New York
$593K – – –
CAM
188
Cozad Asset Management
Illinois
$589K +$61.9K +814 +12%
CAM
189
Cresset Asset Management
Illinois
$587K -$274K -3,595 -32%
NWM
190
Northwest Wealth Management
Iowa
$586K -$48.9K -642 -8%
EW
191
Emerson Wealth
Michigan
$583K -$44.7K -1,741 -7%
SAM
192
SP Asset Management
California
$579K +$174K +2,515 +43%
IAN
193
Integrated Advisors Network
Texas
$572K -$5.56K -73 -1%
BCM
194
Brookstone Capital Management
Illinois
$571K -$43.1K -595 -7%
ASN
195
Advisory Services Network
Georgia
$565K -$2.81K -37 -0.5%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$557K -$66.3K -872 -11%
CMP
197
Courage Miller Partners
Virginia
$557K -$5.17K -68 -0.9%
AWA
198
Arkadios Wealth Advisors
Georgia
$549K +$538K +7,070 +5,050%
TA
199
Tiedemann Advisors
New York
$548K – – –
NL
200
NVWM LLC
Pennsylvania
$543K -$195K -2,567 -26%
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