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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

283 hedge funds and large institutions have $1.5B invested in iShares Select U.S. REIT ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
6.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
42
Reduced
126
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$6.9M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.1M
3
SG Americas Securities
SG Americas Securities
New York
+$3.72M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.18M
5
Morgan Stanley
Morgan Stanley
New York
+$2.17M

Top Sellers

1
BlackRock
BlackRock
New York
-$42.4M
2
TF
TIAA FSB
Florida
-$37.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$27.6M
4
Bank of America
Bank of America
North Carolina
-$13M
5
EVM
Eaton Vance Management
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
276
Focused Wealth Management
New York
$3K – – –
GFP
277
Gryphon Financial Partners
Ohio
$2K – – –
WT
278
Washington Trust
Rhode Island
$2K +$2K +34 New
AA
279
Altman Advisors
Illinois
$1.64K +$1.64K +14,906 New
GTAM
280
Global Trust Asset Management
Florida
$1K – – –
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +14 New
NA
282
NewEdge Advisors
Louisiana
$302 -$186 -3,754 -38%
FRA
283
Front Row Advisors
California
$44 -$17 -338 -27%
AC
284
Alley Company
Illinois
– -$2.29M -48,976 Closed
HPWM
285
Highland Private Wealth Management
Washington
– -$1.24M -26,620 Closed
PAG
286
Private Advisory Group
Washington
– -$1.24M -26,620 Closed
VF
287
Virtu Financial
New York
– -$805K -17,254 Closed
BCM
288
BTC Capital Management
Iowa
– -$780K -16,708 Closed
TRCT
289
Tower Research Capital (TRC)
New York
– -$655K -14,058 Closed
FHC
290
First Heartland Consultants
Missouri
– -$298K -6,386 Closed
BG
291
Bahl & Gaynor
Ohio
– -$293K -6,272 Closed
BHBT
292
Burke & Herbert Bank & Trust
Virginia
– -$282K -6,060 Closed
SS
293
Simplicity Solutions
Minnesota
– -$222K -4,750 Closed
HF
294
HRT Financial
New York
– -$219K -4,702 Closed
WSTAM
295
Wilbanks Smith & Thomas Asset Management
Virginia
– -$201K -4,310 Closed
GT
296
Glenmede Trust
Pennsylvania
– -$82K -1,636 Closed
HR
297
Howe & Rusling
New York
– -$71K -1,530 Closed
APP
298
Avantax Planning Partners
Iowa
– -$66K -1,418 Closed
SSB
299
Sandy Spring Bank
Maryland
– -$55K -1,184 Closed
CCA
300
Clearwater Capital Advisors
Illinois
– -$53K -1,140 Closed
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