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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 %
FBB
51
Fulton Breakefield Broenniman
Maryland
$4.78M +$139K +3,174 +3%
RFC
52
Regions Financial Corp
Alabama
$4.63M -$20.3K -464 -0.4%
BTS
53
BB&T Securities
Virginia
$4.51M +$4.51M +10,326 New
Barclays
54
Barclays
United Kingdom
$4.34M -$409K -9,392 -9%
SIC
55
Sigma Investment Counselors
Michigan
$4.28M -$158K -3,628 -4%
P
56
Pitcairn
Pennsylvania
$4.17M -$76.8K -1,758 -2%
RJA
57
Raymond James & Associates
Florida
$3.73M +$2.09M +47,774 +127%
FWIA
58
Fort Washington Investment Advisors
Ohio
$3.61M -$39.3K -900 -1%
QA
59
Quantitative Advantage
Minnesota
$3.49M +$3.49M +79,924 New
IFS
60
Ifrah Financial Services
Arkansas
$3.48M +$56.8K +1,300 +2%
TTWM
61
TCV Trust & Wealth Management
Virginia
$3.32M -$156K -3,578 -4%
PI
62
Placemark Investments
Illinois
$3.29M +$966K +22,120 +42%
EFSCE
63
Enterprise Financial Services Corp (EFSC)
Missouri
$3.25M -$16.7K -382 -0.5%
HFS
64
HL Financial Services
Kentucky
$3.11M -$67.5K -1,546 -2%
JA
65
JOYN Advisors
Georgia
$3.08M -$135K -3,084 -4%
CIA
66
Capital Investment Advisors
Georgia
$3.06M -$26.6K -610 -0.9%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$3M -$96.4K -2,208 -3%
TAT
68
TD Ameritrade Trust
Colorado
$2.98M -$55.3K -1,266 -2%
DIP
69
DT Investment Partners
Pennsylvania
$2.98M +$259K +5,940 +10%
AIA
70
Arbor Investment Advisors
North Carolina
$2.95M -$118K -2,708 -4%
CAL
71
Capital Analysts LLC
Pennsylvania
$2.94M -$89.3K -2,046 -3%
ALA
72
Atherton Lane Advisers
California
$2.89M +$2.89M +66,260 New
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$2.75M -$413K -9,454 -13%
SGK
74
Steigerwald Gordon & Koch
Virginia
$2.58M -$93K -2,158 -3%
Ameriprise
75
Ameriprise
Minnesota
$2.53M +$307K +7,026 +14%
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3
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