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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
226
TD Ameritrade Investment Management
Nebraska
$93K +$10.9K +216 +13%
SJIM
227
St. Johns Investment Management
Florida
$88K – – –
BPBT
228
Boston Private Bank & Trust
Massachusetts
$87K – – –
WT
229
Whittier Trust
California
$80K – – –
SF
230
Synovus Financial
Georgia
$74K +$24.5K +486 +49%
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$68K – – –
JIC
232
Joel Isaacson & Co
New York
$67K – – –
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$64.7K – – –
PMFA
234
Plante Moran Financial Advisors
Michigan
$62K – – –
AA
235
AlphaMark Advisors
Kentucky
$61K -$33K -650 -35%
IWM
236
Integrated Wealth Management
California
$61K +$61K +1,220 New
MA
237
MCF Advisors
Kentucky
$60K -$249K -4,944 -81%
Simplex Trading
238
Simplex Trading
Illinois
$57K +$54.1K +1,086 +1,872%
HNB
239
Huntington National Bank
Ohio
$57K +$57K +1,126 New
WA
240
WFG Advisors
Texas
$55K -$14.6K -292 -21%
GI
241
Gradient Investments
Minnesota
$54K – – –
MCM
242
MV Capital Management
Maryland
$46K – – –
RFA
243
Reilly Financial Advisors
California
$45K – – –
Bessemer Group
244
Bessemer Group
New Jersey
$44K +$21.3K +426 +94%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$40.5K – – –
LFR
246
Lehman Financial Resources
Pennsylvania
$40K – – –
QAM
247
QCI Asset Management
New York
$38K – – –
WRM
248
Westport Resources Management
Connecticut
$35K – – –
LNB
249
Ledyard National Bank
$28K – – –
PVH
250
Psagot Value Holdings
Israel
$26K -$114K -2,288 -81%
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10
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