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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

236 hedge funds and large institutions have $1.73B invested in iShares Select U.S. REIT ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-7
Holders Change %
-2.88%
% of All Funds
6.85%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
13
Increased
91
Reduced
80
Closed
16
Calls
$380K
Puts
$3.73M
Net Calls
-$3.35M
Net Calls Change
+$9.64M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$44.3M
2
BFA
2
BlackRock Fund Advisors
California
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
RJA
4
Raymond James & Associates
Florida
$15.7M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$52.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$60.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.5M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$14.3M -$51.4K -1,218 -0.4%
VC
27
Vicus Capital
Pennsylvania
$12.7M +$1.27M +30,166 +11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11.4M -$6.68M -158,182 -37%
Comerica Bank
29
Comerica Bank
Texas
$10.4M -$733K -17,358 -7%
1GA
30
1st Global Advisors
Texas
$10.2M +$397K +9,394 +4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$784K +18,572 +8%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$9.91M -$89.4K -2,116 -0.9%
KeyBank National Association
33
KeyBank National Association
Ohio
$9.57M +$749K +17,724 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$9.13M +$825K +19,528 +10%
SG Americas Securities
35
SG Americas Securities
New York
$8.79M +$1.56M +36,886 +22%
CTC
36
Central Trust Company
Missouri
$8.58M -$111K -2,624 -1%
BlackRock
37
BlackRock
New York
$8.45M -$188K -4,454 -2%
EVM
38
Eaton Vance Management
Massachusetts
$8.25M +$25.3K +600 +0.3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$7.75M +$7.1M +168,200 +1,105%
FA
40
FDx Advisors
Illinois
$7.06M +$57.5K +1,362 +0.8%
BTS
41
BB&T Securities
Virginia
$6.78M +$2.42M +5,738 +56%
TCM
42
Twele Capital Management
Minnesota
$6.4M -$28.7K -680 -0.4%
V
43
Veritable
Delaware
$5.81M +$265K +6,280 +5%
NEIRG
44
New England Investment & Retirement Group
Massachusetts
$5.21M -$33.5K -792 -0.6%
GMA
45
Goldstein Munger & Associates
California
$5.17M +$193K +4,574 +4%
AP
46
Advisors Preferred
Maryland
$5.11M +$271K +6,410 +6%
BUB
47
BBVA USA Bancshares
Texas
$4.91M -$4.31K -102 -0.1%
BIM
48
BlackRock Investment Management
Delaware
$4.87M -$381K -9,012 -7%
BOS
49
Bank of Stockton
California
$4.78M -$23.3K -552 -0.5%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$4.76M -$208K -4,924 -4%
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