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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

288 hedge funds and large institutions have $2.04B invested in iShares Select U.S. REIT ETF in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
29
Increased
69
Reduced
124
Closed
23
Calls
$1.32M
Puts
$2.49M
Net Calls
-$1.18M
Net Calls Change
-$239K

Top Buyers

1
BlackRock
1
BlackRock
New York
$596M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
Citigroup
3
Citigroup
New York
$22.8M
4
ANTB
4
AMG National Trust Bank
Colorado
$41.5M
5
PC
5
Premise Capital
Illinois
$9.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$47.8M
5
FA
5
FDx Advisors
Illinois
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
276
MV Capital Management
Maryland
$8K – – –
TAIM
277
TD Ameritrade Investment Management
Nebraska
$8K +$8K +160 New
CPIG
278
Chicago Partners Investment Group
Illinois
$8K +$8K +166 New
KKAMG
279
Kernodle & Katon Asset Management Group
Arkansas
$7K +$7K +150 New
AWM
280
AllSquare Wealth Management
New York
$5K – – –
HS
281
Horan Securities
United States
$5K +$5K +100 New
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
CFA
283
Carroll Financial Associates
North Carolina
$3K -$13.2K -344 -82%
KF
284
Krilogy Financial
Missouri
$3K – – –
FWM
285
Focused Wealth Management
New York
$3K – – –
IPC
286
Independent Portfolio Consultants
Florida
$1K -$129K -3,610 -99%
TDC
287
Thompson Davis & Co
Virginia
$1K – – –
LWM
288
Lenox Wealth Management
Ohio
$1K – – –
SAS
289
Sage Advisory Services
Texas
– -$27M -542,066 Closed
SG Americas Securities
290
SG Americas Securities
New York
– -$6.1M -122,374 Closed
TH
291
Timber Hill
Connecticut
– -$2.23M -44,804 Closed
Fidelity Investments
292
Fidelity Investments
Massachusetts
– -$743K -14,916 Closed
JCM
293
Jag Capital Management
Missouri
– -$591K -11,860 Closed
ACP
294
Aveo Capital Partners
Colorado
– -$293K -5,884 Closed
OC
295
Oppenheimer & Co
New York
– -$282K -5,658 Closed
BTIS
296
BB&T Investment Services
North Carolina
– -$256K -5,190 Closed
CP
297
Camelot Portfolios
Ohio
– -$215K -4,310 Closed
EWM
298
Evercore Wealth Management
New York
– -$111K -2,228 Closed
DBT
299
Dubuque Bank & Trust
Iowa
– -$80K -1,600 Closed
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
– -$74K -1,484 Closed
9 10 11
12
13