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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
$91.8M
2
BIP
Blueprint Investment Partners
North Carolina
$6.6M
3
UBS Group
UBS Group
Switzerland
$17.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M
5
CWM
CMH Wealth Management
New Hampshire
$4.57M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$27.8M
2
BlackRock
BlackRock
New York
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
PS
Portfolio Strategies
New York
$0
5
GB
Gunma Bank
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
201
Demars Financial Group
Washington
$538K +$6.69K +88 +1%
BPA
202
Beacon Pointe Advisors
California
$535K +$990 +13 +0.2%
WKSWA
203
White Knight Strategic Wealth Advisors
New Jersey
$534K +$534K +7,019 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$514K -$4.56K -60 -0.9%
NB
205
Nicolet Bankshares
Wisconsin
$508K – – –
SSCA
206
South Shore Capital Advisors
Massachusetts
$506K +$137K +1,803 +37%
DPI
207
Diversified Portfolios Inc
Michigan
$501K -$14.8K -195 -3%
FA
208
FDx Advisors
Illinois
$501K +$501K +6,585 New
CWP
209
Corepath Wealth Partners
Arizona
$499K -$4.39K -61 -0.9%
PA
210
PFG Advisors
Arizona
$497K -$56.1K -738 -10%
ARC
211
Advisor Resource Council
Texas
$483K +$483K +6,352 New
GCA
212
Gradient Capital Advisors
California
$477K +$19.9K +262 +4%
BOTW
213
Bank of the West
California
$476K – – –
DAS
214
Dynamic Advisor Solutions
Arizona
$470K +$34K +447 +8%
FI
215
Financial Insights
Washington
$466K -$1.9K -25 -0.4%
RSWM
216
Robertson Stephens Wealth Management
California
$466K +$56.8K +747 +14%
EWM
217
Evercore Wealth Management
New York
$464K – – –
HIC
218
Holderness Investments Company
North Carolina
$455K – – –
AIS
219
American Investment Services
Massachusetts
$444K -$6.08K -80 -1%
LW
220
Linscomb Wealth
Texas
$441K +$441K +5,800 New
REMPR
221
Roof Eidam Maycock Peralta (REMP)
California
$440K – – –
Neuberger Berman Group
222
Neuberger Berman Group
New York
$439K +$11.4K +150 +3%
BMWM
223
Brown Miller Wealth Management
Virginia
$434K -$60.9K -801 -12%
JPG
224
Jordan Park Group
California
$434K – – –
BOM
225
Bank of Marin
California
$430K +$21.2K +279 +5%
7 8
9
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