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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

256 hedge funds and large institutions have $1.91B invested in iShares Select U.S. REIT ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 97 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-24
Holders Change %
-8.57%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
16
Increased
70
Reduced
97
Closed
35
Calls
$851K
Puts
$1.19M
Net Calls
-$341K
Net Calls Change
+$4.97M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$524M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$211M
3
LIA
3
LBMC Investment Advisors
Tennessee
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$197M
5
Comerica Bank
5
Comerica Bank
Texas
$17.1M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
AIA
2
Arrow Investment Advisors
Maryland
$14.7M
3
Wells Fargo
3
Wells Fargo
California
$25.2M
4
LPL Financial
4
LPL Financial
California
$18M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
251
Pinnacle Summer Investments
Virginia
$2K – – –
AAM
252
Advisors Asset Management
Colorado
$2K +$2K +50 New
FHC
253
First Heartland Consultants
Missouri
$1.48K +$717 +15,996 +95%
IPC
254
Independent Portfolio Consultants
Florida
$1K – – –
TDC
255
Thompson Davis & Co
Virginia
$1K +$1K +30 New
FNBOO
256
First National Bank of Omaha
Nebraska
$584 – – –
BFA
257
Beaumont Financial Advisors
Massachusetts
– -$99.1M -1,959,822 Closed
QA
258
Quantitative Advantage
Minnesota
– -$12.8M -253,974 Closed
SG Americas Securities
259
SG Americas Securities
New York
– -$11.3M -224,024 Closed
DWA
260
Dorsey Wright & Associates
California
– -$10.7M -211,660 Closed
NEIRG
261
New England Investment & Retirement Group
Massachusetts
– -$6.12M -121,024 Closed
RJFSA
262
Raymond James Financial Services Advisors
Florida
– -$5.33M -105,366 Closed
FIG
263
FundX Investment Group
California
– -$4.69M -92,692 Closed
F
264
FolioMetrix
Nebraska
– -$3.67M -72,530 Closed
ACM
265
Azimuth Capital Management
Michigan
– -$2.14M -42,402 Closed
Millennium Management
266
Millennium Management
New York
– -$2.13M -42,190 Closed
MWM
267
Merriman Wealth Management
Washington
– -$1.7M -33,586 Closed
QIM
268
Quantitative Investment Management
Virginia
– -$1.6M -31,600 Closed
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
– -$1.59M -31,530 Closed
WSTAM
270
Wilbanks Smith & Thomas Asset Management
Virginia
– -$1.52M -30,140 Closed
SHJ
271
Sharkey, Howes & Javer
Colorado
– -$993K -19,636 Closed
HF
272
HRT Financial
New York
– -$785K -15,534 Closed
WCM
273
Wealthcare Capital Management
Virginia
– -$695K -13,742 Closed
NFG
274
Noven Financial Group
Colorado
– -$382K -7,550 Closed
Chevy Chase Trust
275
Chevy Chase Trust
Maryland
– -$364K -7,200 Closed
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