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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

228 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
25
Increased
67
Reduced
93
Closed
17
Calls
$987K
Puts
$6.79M
Net Calls
-$5.8M
Net Calls Change
-$1.93M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$57.9M
2
BFA
2
BlackRock Fund Advisors
California
$333M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$9.59M
4
BIT
4
BlackRock Institutional Trust
California
$32.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M

Top Sellers

1
AFS
1
Aft Forsyth & Sober
Florida
$1.04M
2
SG Americas Securities
2
SG Americas Securities
New York
$6.85M
3
Barclays
3
Barclays
United Kingdom
$4.47M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
BOTW
5
Bank of the West
California
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$3.08M -$461K -11,220 -13%
JA
52
JOYN Advisors
Georgia
$3.02M -$3.54M -86,114 -54%
HFS
53
HL Financial Services
Kentucky
$3M +$277K +6,726 +10%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M +$2.98M +72,496 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$2.92M -$656K -15,954 -18%
CIA
56
Capital Investment Advisors
Georgia
$2.91M -$15.8K -384 -0.5%
AIA
57
Arbor Investment Advisors
North Carolina
$2.89M -$37.3K -906 -1%
TAT
58
TD Ameritrade Trust
Colorado
$2.86M -$71.7K -1,744 -2%
CAL
59
Capital Analysts LLC
Pennsylvania
$2.85M +$104K +2,526 +4%
1IA
60
1834 Investment Advisors
Wisconsin
$2.59M +$227K +5,530 +10%
DIP
61
DT Investment Partners
Pennsylvania
$2.56M -$38.8K -944 -1%
SGK
62
Steigerwald Gordon & Koch
Virginia
$2.52M -$17.5K -432 -0.7%
MAS
63
Madden Advisory Services
Florida
$2.35M +$1.73M +42,050 +280%
ANTB
64
AMG National Trust Bank
Colorado
$2.33M -$595K -14,456 -20%
SMM
65
Stadion Money Management
Georgia
$2.32M +$2.32M +56,440 New
CMP
66
Courage Miller Partners
Virginia
$2.19M -$16.4K -398 -0.7%
PI
67
Placemark Investments
Illinois
$2.19M +$186K +4,522 +9%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.18M +$2.18M +53,000 New
AWM
69
Avior Wealth Management
Nebraska
$2.12M +$409K +9,936 +24%
WCM
70
Windsor Capital Management
Arizona
$2.11M +$264K +6,412 +14%
Ameriprise
71
Ameriprise
Minnesota
$2.09M -$177K -4,304 -8%
PAM
72
Peninsula Asset Management
Florida
$1.99M -$67.4K -1,640 -3%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.98M +$480K +11,678 +32%
OC
74
Oppenheimer & Co
New York
$1.97M +$159K +3,878 +9%
FC
75
FCA Corp
Texas
$1.97M +$461K +11,210 +31%
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