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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
M&T Bank
New York
$44.2M
2
Morgan Stanley
Morgan Stanley
New York
$64.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.5M
4
TF
TIAA FSB
Florida
$19M
5
BlackRock
BlackRock
New York
$87.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
Wells Fargo
Wells Fargo
California
$30.5M
3
LPL Financial
LPL Financial
California
$17.6M
4
ANTB
AMG National Trust Bank
Colorado
$31.4M
5
RJA
Raymond James & Associates
Florida
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Commerce Bank
Missouri
$229K – – –
SS
202
Simplicity Solutions
Minnesota
$229K +$229K +5,008 New
SPIA
203
Steward Partners Investment Advisory
New York
$228K +$35.2K +770 +18%
RJT
204
Raymond James Trust
Florida
$227K -$51.6K -1,128 -19%
CAL
205
Capital Analysts LLC
Pennsylvania
$227K +$14.6K +320 +7%
TA
206
Tiedemann Advisors
New York
$224K -$2.65K -58 -1%
CPIG
207
Chicago Partners Investment Group
Illinois
$217K +$9.57K +190 +5%
SQA
208
Simon Quick Advisors
New Jersey
$217K +$217K +4,744 New
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K +$641 +14 +0.3%
WIC
210
Whitegate Investment Counselors
New Hampshire
$210K -$3.95K -86 -2%
1SB
211
1ST Source Bank
Indiana
$200K -$822 -18 -0.4%
CI
212
Cordant Inc
Oregon
$194K – – –
CA
213
Clearstead Advisors
Ohio
$183K – – –
CCM
214
Colorado Capital Management
Colorado
$172K – – –
Cohen & Steers
215
Cohen & Steers
New York
$167K +$167K +3,644 New
NSIM
216
North Star Investment Management
Illinois
$156K – – –
PCG
217
Private Capital Group
Connecticut
$153K – – –
SF
218
Synovus Financial
Georgia
$147K +$55.2K +1,214 +60%
SNT
219
Security National Trust
West Virginia
$137K – – –
RWA
220
Ropes Wealth Advisors
Massachusetts
$125K – – –
CFO
221
CVA Family Office
Colorado
$124K +$124K +2,704 New
GWM
222
Geneos Wealth Management
Colorado
$117K -$11.1K -240 -9%
APA
223
American Portfolios Advisors
New York
$95.9K – – –
HFA
224
HC Financial Advisors
California
$95K +$95K +2,064 New
BC
225
Bartlett & Co
Ohio
$92K +$92K +2,000 New
7 8
9
10 11