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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

266 hedge funds and large institutions have $2.06B invested in iShares Select U.S. REIT ETF in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 15 closing their positions.

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
7.1%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
48
Increased
77
Reduced
90
Closed
15
Calls
$2.48M
Puts
$7.22M
Net Calls
-$4.74M
Net Calls Change
-$1.39M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
UBS Group
2
UBS Group
Switzerland
$47.5M
3
AIA
3
Arrow Investment Advisors
Maryland
$42.4M
4
SMA
4
Simply Money Advisors
Ohio
$20.2M
5
Wells Fargo
5
Wells Fargo
California
$45.2M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
SAS
2
Sage Advisory Services
Texas
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$207M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.6M
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$11.2M 115,132 -3,907 -3%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$10.6M 109,855 -7,514 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10.6M 109,726 -209,879 -66%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$10.5M 108,578 +548 +0.5%
DWA
30
Dorsey Wright & Associates
California
$10.3M 106,004 -95,496 -47%
EVM
31
Eaton Vance Management
Massachusetts
$9.46M 97,664 – –
SG Americas Securities
32
SG Americas Securities
New York
$9.12M 94,126 -9,874 -9%
BlackRock
33
BlackRock
New York
$8.36M 86,342 -13,652 -14%
SIM
34
Strategic Income Management
Washington
$7.65M 78,983 +78,983 New
V
35
Veritable
Delaware
$7.4M 76,459 +7,665 +11%
TCM
36
Twele Capital Management
Minnesota
$7.29M 75,277 -445 -0.6%
GMA
37
Goldstein Munger & Associates
California
$6.26M 64,599 +3,417 +6%
BIM
38
BlackRock Investment Management
Delaware
$6.22M 64,197 +6,593 +11%
CS
39
Credit Suisse
Switzerland
$5.89M 60,854 +57,198 +1,564%
NEIRG
40
New England Investment & Retirement Group
Massachusetts
$5.88M 60,709 -931 -2%
BOS
41
Bank of Stockton
California
$5.78M 59,717 +3,120 +6%
FBB
42
Fulton Breakefield Broenniman
Maryland
$5.51M 56,943 +731 +1%
BUB
43
BBVA USA Bancshares
Texas
$5.45M 56,302 -1,828 -3%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$5.45M 56,297 -41 -0.1%
AMG
45
Asset Management Group
Connecticut
$5.35M 55,278 +464 +0.8%
FWCM
46
Ferguson Wellman Capital Management
Oregon
$5.32M 54,982 +145 +0.3%
CTC
47
Central Trust Company
Missouri
$5.16M 53,288 -48,230 -48%
RFC
48
Regions Financial Corp
Alabama
$4.69M 48,449 -345 -0.7%
FWIA
49
Fort Washington Investment Advisors
Ohio
$4.54M 46,850 +8,325 +22%
CAL
50
Capital Analysts LLC
Pennsylvania
$4.5M 46,492 +15,456 +50%
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