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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

236 hedge funds and large institutions have $1.73B invested in iShares Select U.S. REIT ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-7
Holders Change %
-2.88%
% of All Funds
6.85%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
13
Increased
91
Reduced
80
Closed
16
Calls
$380K
Puts
$3.73M
Net Calls
-$3.35M
Net Calls Change
+$9.64M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$44.3M
2
BFA
2
BlackRock Fund Advisors
California
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
RJA
4
Raymond James & Associates
Florida
$15.7M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$52.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$60.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.5M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Barrett Asset Management
New York
$8K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$5K -$1.95M -42,942 -100%
HDIM
228
Hanson & Doremus Investment Management
Vermont
$5K – – –
HRIA
229
Haberer Registered Investment Advisor
Ohio
$5K – – –
RIA
230
Regal Investment Advisors
Michigan
$4K – – –
PIA
231
Peachtree Investment Advisors
Georgia
$4K +$4K +102 New
FWM
232
Focused Wealth Management
New York
$3K – – –
CFA
233
Carroll Financial Associates
North Carolina
$3K – – –
WF
234
WealthTrust Fairport
Ohio
$2K – – –
PSI
235
Pinnacle Summer Investments
Virginia
$2K – – –
Manulife (Manufacturers Life Insurance)
236
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272 -$3 -60 -0.9%
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
– -$2.75M -63,042 Closed
VF
238
Virtu Financial
New York
– -$2.51M -57,374 Closed
Two Sigma Investments
239
Two Sigma Investments
New York
– -$2.12M -48,574 Closed
SMM
240
Stadion Money Management
Georgia
– -$1.94M -44,340 Closed
WSFS
241
Wilmington Savings Fund Society
Delaware
– -$827K -18,940 Closed
AIA
242
Alerus Investment Advisors
Minnesota
– -$705K -16,152 Closed
JCM
243
Jag Capital Management
Missouri
– -$518K -11,860 Closed
CS
244
Comerica Securities
Michigan
– -$302K -6,924 Closed
SMC
245
Smith, Moore & Co
Missouri
– -$297K -6,812 Closed
AF
246
Allworth Financial
California
– -$259K -5,938 Closed
ABP
247
Arthur B. Page
– -$252K -5,764 Closed
MBT
248
Monroe Bank & Trust
Michigan
– -$99K -2,280 Closed
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
– -$56K -1,280 Closed
HCP
250
Holt Capital Partners
Texas
– -$17K -400 Closed
7 8 9
10
11