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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 %
FBB
51
Fulton Breakefield Broenniman
Maryland
$4.75M +$123K +2,906 +3%
FWCM
52
Ferguson Wellman Capital Management
Oregon
$4.63M -$182K -4,316 -4%
AMG
53
Asset Management Group
Connecticut
$4.63M -$6.5K -154 -0.1%
AIG
54
American International Group
New York
$4.39M +$2.69M +63,608 +158%
RFC
55
Regions Financial Corp
Alabama
$4.12M -$360K -8,526 -8%
Barclays
56
Barclays
United Kingdom
$3.9M -$290K -6,898 -7%
P
57
Pitcairn
Pennsylvania
$3.89M -$146K -3,452 -4%
IFS
58
Ifrah Financial Services
Arkansas
$3.41M +$41.3K +978 +1%
PI
59
Placemark Investments
Illinois
$3.26M +$78.4K +1,858 +2%
FWIA
60
Fort Washington Investment Advisors
Ohio
$3.25M -$234K -5,550 -7%
TTWM
61
TCV Trust & Wealth Management
Virginia
$3.21M – – –
TAT
62
TD Ameritrade Trust
Colorado
$3.2M +$312K +7,398 +11%
SIC
63
Sigma Investment Counselors
Michigan
$3.19M -$945K -22,372 -23%
QA
64
Quantitative Advantage
Minnesota
$3.15M -$222K -5,264 -7%
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$3.07M -$68.8K -1,630 -2%
HFS
66
HL Financial Services
Kentucky
$2.93M -$79K -1,870 -3%
JA
67
JOYN Advisors
Georgia
$2.9M -$79.7K -1,888 -3%
AIA
68
Arbor Investment Advisors
North Carolina
$2.87M +$18K +426 +0.6%
CIA
69
Capital Investment Advisors
Georgia
$2.86M -$96.8K -2,292 -3%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$2.76M -$142K -3,362 -5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.71M +$1.17M +27,794 +76%
UCFA
72
United Capital Financial Advisors
Texas
$2.64M +$970K +22,964 +58%
CAL
73
Capital Analysts LLC
Pennsylvania
$2.62M -$222K -5,250 -8%
Ameriprise
74
Ameriprise
Minnesota
$2.58M +$137K +3,240 +6%
ALA
75
Atherton Lane Advisers
California
$2.51M -$290K -6,874 -10%
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3
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