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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 %
TWA
251
TCI Wealth Advisors
Arizona
$26K -$2.65K -52 -9%
ASN
252
Advisory Services Network
Georgia
$25K – – –
IF
253
Ironwood Financial
Arizona
$24K – – –
VCM
254
Vigilant Capital Management
Maine
$22K +$22K +434 New
OSNBOA
255
Old Second National Bank of Aurora
Illinois
$21K – – –
HCP
256
Holt Capital Partners
Texas
$20K – – –
EMA
257
Efficient Market Advisors
California
$19K – – –
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
CP
259
Corbenic Partners
Pennsylvania
$11K – – –
CB
260
Community Bank
New York
$11K – – –
PSC
261
Prentiss Smith & Co
Vermont
$11K +$11K +216 New
BAM
262
Barrett Asset Management
New York
$10K – – –
VNA
263
Valley National Advisers
Pennsylvania
$9K +$9K +174 New
UFA
264
US Financial Advisors
Massachusetts
$8K – – –
AIM
265
Advantage Investment Management
Iowa
$7K – – –
MBT
266
Monroe Bank & Trust
Michigan
$6K -$6.5K -130 -52%
HRIA
267
Haberer Registered Investment Advisor
Ohio
$6K – – –
HDIM
268
Hanson & Doremus Investment Management
Vermont
$6K – – –
RIA
269
Regal Investment Advisors
Michigan
$5K -$125K -2,500 -96%
PIA
270
Peachtree Investment Advisors
Georgia
$5K – – –
AWM
271
AllSquare Wealth Management
New York
$5K – – –
IC
272
Intersect Capital
California
$5K – – –
BKA
273
Brick & Kyle Associates
Pennsylvania
$4K -$12.5K -250 -76%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$3K – – –
FWM
275
Focused Wealth Management
New York
$3K – – –
8 9 10
11
12