ICF icon

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 %
TA
201
Tiedemann Advisors
New York
$265K – – –
CA
202
Cetera Advisors
Colorado
$264K +$5.45K +101 +2%
MAFM
203
Mid Atlantic Financial Management
Pennsylvania
$258K -$162 -3 -0.1%
CAL
204
Capital Analysts LLC
Pennsylvania
$257K +$42.1K +780 +20%
SHJ
205
Sharkey, Howes & Javer
Colorado
$255K -$4.07M -75,388 -94%
LWANC
206
Laurel Wealth Advisors (North Carolina)
North Carolina
$251K +$1.13K +21 +0.5%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$245K -$1.21M -22,398 -83%
WIC
208
Whitegate Investment Counselors
New Hampshire
$245K – – –
VFA
209
Voya Financial Advisors
Connecticut
$244K -$28.1K -529 -10%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$244K +$132K +2,446 +118%
FI
211
FormulaFolio Investments
Michigan
$241K -$6.69K -124 -3%
BOM
212
Bank of Marin
California
$239K +$239K +4,430 New
FWM
213
Frontier Wealth Management
Missouri
$236K +$236K +4,376 New
AWM
214
AE Wealth Management
Kansas
$235K -$55.6K -1,031 -19%
BRWA
215
B. Riley Wealth Advisors
Florida
$234K +$11.8K +219 +5%
GC
216
Garde Capital
Washington
$229K +$229K +4,263 New
CFA
217
Cahill Financial Advisors
Minnesota
$228K +$228K +4,232 New
CI
218
Cordant Inc
Oregon
$224K -$4.47K -83 -2%
OGF
219
Orin Green Financial
California
$224K +$224K +4,162 New
RCAG
220
Rehmann Capital Advisory Group
Michigan
$222K +$222K +4,122 New
KA
221
Klingman & Associates
New York
$218K +$218K +4,052 New
CA
222
Clearstead Advisors
Ohio
$216K – – –
CBN
223
Cadence Bank NA
Texas
$216K – – –
TPCW
224
TD Private Client Wealth
New York
$216K +$216K +4,006 New
SPIA
225
Steward Partners Investment Advisory
New York
$213K – – –
7 8
9
10 11