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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.3M
2
Wells Fargo
2
Wells Fargo
California
$61.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
CPA
4
Capital Planning Advisors
California
$5.49M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$297K
3
DIP
3
DT Investment Partners
Pennsylvania
$1.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
276
TCI Wealth Advisors
Arizona
$13K +$188 +4 +1%
WEC
277
Winslow Evans & Crocker
Massachusetts
$12K – – –
IAS
278
IMA Advisory Services
Colorado
$11K – – –
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
SFA
280
Semmax Financial Advisors
North Carolina
$10K +$10K +210 New
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.57K – – –
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
SIAG
283
Signet Investment Advisory Group
Rhode Island
$9K +$9K +194 New
Chevy Chase Trust
284
Chevy Chase Trust
Maryland
$8K +$8K +176 New
Fidelity Investments
285
Fidelity Investments
Massachusetts
$7K +$175 +4 +3%
FNC
286
First National Corp
Massachusetts
$6K +$6K +124 New
AWM
287
AllSquare Wealth Management
New York
$5K – – –
KPW
288
Kore Private Wealth
New York
$5K +$5K +106 New
CFA
289
Carroll Financial Associates
North Carolina
$4K – – –
BFEC
290
Benjamin F. Edwards & Company
Missouri
$4K +$4K +80 New
RFM
291
Royal Fund Management
Florida
$4K +$4K +88 New
AF
292
Allworth Financial
California
$3K – – –
FWM
293
Focused Wealth Management
New York
$3K +$182 +4 +6%
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$3K +$3K +60 New
NC
295
NewSquare Capital
Pennsylvania
$2K -$3.46M -69,116 -100%
MOS
296
MGO One Seven
Ohio
$2K +$2K +62 New
AAM
297
Advisors Asset Management
Colorado
$1K -$10.9K -328 -92%
GTAM
298
Global Trust Asset Management
Florida
$1K – – –
KCM
299
Karp Capital Management
California
$1K +$1K +16 New
NA
300
NewEdge Advisors
Louisiana
$391 +$92 +1,928 +31%
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