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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 %
DWM
51
Dakota Wealth Management
Florida
$4.16M 42,981 +42,981 New
BTS
52
BB&T Securities
Virginia
$3.91M 4,042 -3,990 -50%
TAT
53
TD Ameritrade Trust
Colorado
$3.76M 38,178 +316 +0.8%
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$3.75M 38,741 +2,359 +6%
Barclays
55
Barclays
United Kingdom
$3.73M 38,851 -7,560 -16%
IFS
56
Ifrah Financial Services
Arkansas
$3.72M 38,394 -1,957 -5%
SCG
57
Sonata Capital Group
Washington
$3.69M 38,076 +38,076 New
SIC
58
Sigma Investment Counselors
Michigan
$3.58M 36,914 -874 -2%
TTWM
59
TCV Trust & Wealth Management
Virginia
$3.56M 36,782 -1,253 -3%
Ameriprise
60
Ameriprise
Minnesota
$3.5M 36,187 +5,625 +18%
HFS
61
HL Financial Services
Kentucky
$3.31M 34,220 -493 -1%
AIA
62
Arbor Investment Advisors
North Carolina
$3.22M 33,245 -776 -2%
CIA
63
Capital Investment Advisors
Georgia
$3.22M 33,215 -679 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$3.17M 32,711 -102,380 -76%
JA
65
JOYN Advisors
Georgia
$3.16M 32,580 -1,703 -5%
PI
66
Placemark Investments
Illinois
$2.8M 28,864 -9,688 -25%
WCM
67
Windsor Capital Management
Arizona
$2.78M 28,701 +424 +1%
CM
68
Cornerstone Management
Georgia
$2.77M 28,591 +28,591 New
SGK
69
Steigerwald Gordon & Koch
Virginia
$2.76M 29,094 +279 +1%
MAS
70
Madden Advisory Services
Florida
$2.75M 28,385 – –
ALA
71
Atherton Lane Advisers
California
$2.73M 28,138 -1,555 -5%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.71M 27,947 -4,730 -14%
P
73
Pitcairn
Pennsylvania
$2.68M 27,688 -18,364 -40%
TFF
74
The Family Firm
Maryland
$2.65M 27,377 +27,377 New
FC
75
FCA Corp
Texas
$2.59M 26,762 +926 +4%
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