ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.5M
2
BlackRock
2
BlackRock
New York
$148M
3
CWM
3
Connecticut Wealth Management
Connecticut
$14.3M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$3.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$23M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.5M
3
OCM
3
One Capital Management
California
$7.18M
4
Comerica Bank
4
Comerica Bank
Texas
$4.43M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$148M 2,563,054 +109,830 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$69.9M 1,209,325 +42,468 +4%
Bank of America
3
Bank of America
North Carolina
$64.2M 1,109,818 +11,427 +1%
Morgan Stanley
4
Morgan Stanley
New York
$55.5M 960,696 -116,979 -11%
M&T Bank
5
M&T Bank
New York
$34.9M 603,000 -37,511 -6%
CFB
6
Cullen/Frost Bankers
Texas
$32.3M 558,478 -17,861 -3%
Creative Planning
7
Creative Planning
Kansas
$27.5M 475,388 -11,832 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.7M 462,200 +46,151 +11%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$24.9M 430,316 -32,112 -7%
ANTB
10
AMG National Trust Bank
Colorado
$24.9M 429,998 +22,308 +5%
Wells Fargo
11
Wells Fargo
California
$23M 398,361 -168,043 -30%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$21.2M 366,246 +40,090 +12%
LIA
13
LBMC Investment Advisors
Tennessee
$21M 363,452 +1,111 +0.3%
KAS
14
Kestra Advisory Services
Texas
$19.6M 339,504 -16,534 -5%
GB
15
Gunma Bank
Japan
$18.5M 320,000 – –
Ameriprise
16
Ameriprise
Minnesota
$17.2M 297,335 +29,442 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.2M 262,435 +12,068 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$14.4M 248,902 -14,596 -6%
CWM
19
Connecticut Wealth Management
Connecticut
$14.3M 247,258 +81,625 +49%
V
20
Veritable
Delaware
$13.8M 239,422 -18,962 -7%
CPA
21
Capital Planning Advisors
California
$13.8M 238,305 +17,126 +8%
LPL Financial
22
LPL Financial
California
$13.5M 234,114 -17,944 -7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.5M 233,206 +164,538 +240%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.7M 220,186 +14,923 +7%
TF
25
TIAA FSB
Florida
$12.5M 215,350 -7,431 -3%
1
2 3 4 5