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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
31
Increased
81
Reduced
82
Closed
15
Calls
$795K
Puts
$13.8M
Net Calls
-$13M
Net Calls Change
-$7.19M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$27.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.2M
3
U
3
UBS
Switzerland
$37.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M

Top Sellers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$53.7M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$68.9M
4
CS
4
Credit Suisse
Switzerland
$297K
5
1IA
5
1834 Investment Advisors
Wisconsin
$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$13.7M +$9.21M +210,882 +207%
VC
27
Vicus Capital
Pennsylvania
$11.8M +$11.8M +269,442 New
Comerica Bank
28
Comerica Bank
Texas
$11.5M -$929K -21,278 -7%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$10.3M -$1.1M -25,174 -10%
1GA
30
1st Global Advisors
Texas
$10.2M -$445K -10,186 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$9.58M -$691K -15,822 -7%
KeyBank National Association
32
KeyBank National Association
Ohio
$9.12M +$214K +4,898 +2%
CTC
33
Central Trust Company
Missouri
$8.98M -$85.8K -1,964 -0.9%
BlackRock
34
BlackRock
New York
$8.93M – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.58M +$581K +13,300 +7%
EVM
36
Eaton Vance Management
Massachusetts
$8.5M +$52.4K +1,200 +0.6%
SG Americas Securities
37
SG Americas Securities
New York
$7.47M +$199K +4,554 +3%
FA
38
FDx Advisors
Illinois
$7.24M +$7.24M +165,684 New
AssetMark Inc
39
AssetMark Inc
California
$6.82M +$6.82M +156,290 New
TCM
40
Twele Capital Management
Minnesota
$6.64M – – –
V
41
Veritable
Delaware
$5.73M +$40.6K +930 +0.7%
NEIRG
42
New England Investment & Retirement Group
Massachusetts
$5.45M +$5.45M +124,072 New
BIM
43
BlackRock Investment Management
Delaware
$5.42M -$163K -3,744 -3%
GMA
44
Goldstein Munger & Associates
California
$5.14M +$54.8K +1,254 +1%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$5.14M -$449K -10,294 -8%
BUB
46
BBVA USA Bancshares
Texas
$5.08M -$459K -10,522 -8%
AP
47
Advisors Preferred
Maryland
$5.01M +$5.01M +114,696 New
FWCM
48
Ferguson Wellman Capital Management
Oregon
$4.98M +$26.8K +614 +0.5%
BOS
49
Bank of Stockton
California
$4.97M -$156K -3,568 -3%
AMG
50
Asset Management Group
Connecticut
$4.79M +$7.86K +180 +0.2%
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