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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
31
Increased
81
Reduced
82
Closed
15
Calls
$795K
Puts
$13.8M
Net Calls
-$13M
Net Calls Change
-$7.19M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$27.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.2M
3
U
3
UBS
Switzerland
$37.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M

Top Sellers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$53.7M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$68.9M
4
CS
4
Credit Suisse
Switzerland
$297K
5
1IA
5
1834 Investment Advisors
Wisconsin
$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$24K +$86 +2 +0.4%
Bessemer Group
227
Bessemer Group
New Jersey
$20K +$20K +452 New
BRWM
228
B. Riley Wealth Management
Tennessee
$18K +$4.48K +106 +33%
HCP
229
Holt Capital Partners
Texas
$17K – – –
EMA
230
Efficient Market Advisors
California
$16K -$1.07M -25,084 -99%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$14K +328 New
CFS
232
Community Financial System
New York
$10K – – –
CP
233
Corbenic Partners
Pennsylvania
$10K – – –
BAM
234
Barrett Asset Management
New York
$9K – – –
HDIM
235
Hanson & Doremus Investment Management
Vermont
$5K – – –
HRIA
236
Haberer Registered Investment Advisor
Ohio
$5K – – –
RIA
237
Regal Investment Advisors
Michigan
$4K – – –
FWM
238
Focused Wealth Management
New York
$3K – – –
CFA
239
Carroll Financial Associates
North Carolina
$3K +$3K +80 New
WF
240
WealthTrust Fairport
Ohio
$2K – – –
PSI
241
Pinnacle Summer Investments
Virginia
$2K – – –
CA
242
CapWealth Advisors
Tennessee
$1K +$1K +24 New
Walleye Trading
243
Walleye Trading
New York
$17 +$17 +398 New
AAM
244
Aberdeen Asset Management
United Kingdom
– -$9.59M -234,996 Closed
FCI
245
Financial Counselors Inc
Kansas
– -$855K -20,796 Closed
TH
246
Timber Hill
Connecticut
– -$530K -12,884 Closed
Jane Street
247
Jane Street
New York
– -$487K -11,840 Closed
AWM
248
Altavista Wealth Management
North Carolina
– -$363K -8,838 Closed
CIA
249
Choate Investment Advisors
Massachusetts
– -$327K -7,948 Closed
CP
250
Camelot Portfolios
Ohio
– -$257K -6,252 Closed
7 8 9
10
11