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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.47B invested in iShares Select U.S. REIT ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% 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
22
Increased
88
Reduced
108
Closed
17
Calls
$4.08M
Puts
$5.58M
Net Calls
-$1.51M
Net Calls Change
-$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$801M
2
PC
2
Premise Capital
Illinois
$14.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.5M
4
M&T Bank
4
M&T Bank
New York
$76.6M
5
DIP
5
DT Investment Partners
Pennsylvania
$18.1M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$19.6M
2
BlackRock
2
BlackRock
New York
$19K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M
4
Creative Planning
4
Creative Planning
Kansas
$47.7M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
226
Brown Brothers Harriman & Co
New York
$103K – – –
MFT
227
Moisand Fitzgerald Tamayo
Florida
$100K – – –
IWM
228
Integrated Wealth Management
California
$98K +$2.07K +40 +2%
WT
229
Whittier Trust
California
$82K – – –
SF
230
Synovus Financial
Georgia
$77K – – –
PAI
231
Pittenger & Anderson Inc
Nebraska
$76K -$8.73K -170 -10%
WCM
232
Wealthcare Capital Management
Virginia
$74K +$74K +1,434 New
SEI Investments
233
SEI Investments
Pennsylvania
$70K +$43K +830 +160%
JIC
234
Joel Isaacson & Co
New York
$69K – – –
SJIM
235
St. Johns Investment Management
Florida
$69K – – –
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$66K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$64K -$133K -2,566 -68%
SSB
238
Sandy Spring Bank
Maryland
$61K -$22.8K -442 -27%
MA
239
MCF Advisors
Kentucky
$61K -$3.81K -74 -6%
HNB
240
Huntington National Bank
Ohio
$57K -$56K – –
GBBWRPM
241
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K +$56K +1,100 New
GI
242
Gradient Investments
Minnesota
$55K – – –
WA
243
WFG Advisors
Texas
$54K -$3.2K -62 -6%
BWP
244
Baldwin Wealth Partners
Massachusetts
$49K +$49K +950 New
RFA
245
Reilly Financial Advisors
California
$46K – – –
MFBTD
246
MB Financial Bank - Trust Department
Illinois
$39K -$442K -8,500 -92%
QAM
247
QCI Asset Management
New York
$39K – – –
MCM
248
MV Capital Management
Maryland
$36K -$11.8K -226 -25%
ASN
249
Advisory Services Network
Georgia
$34K +$102 +2 +0.3%
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$30K +$29.9K +576 +28,800%
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