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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.3M
2
Wells Fargo
2
Wells Fargo
California
$61.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
CPA
4
Capital Planning Advisors
California
$5.49M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$297K
3
DIP
3
DT Investment Partners
Pennsylvania
$1.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$3.39M -$95.1K -1,988 -3%
SWA
52
Sutton Wealth Advisors
Florida
$3.09M -$259K -5,414 -8%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.09M +$800K +16,718 +35%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.71M +$155K +3,236 +6%
RMC
55
Regis Management Company
California
$2.63M +$2.63M +55,006 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$2.62M -$825K -17,236 -24%
Principal Financial Group
57
Principal Financial Group
Iowa
$2.52M +$2.52M +52,548 New
WA
58
Wambolt & Associates
Colorado
$2.45M +$2.45M +51,254 New
TTWM
59
TCV Trust & Wealth Management
Virginia
$2.43M -$340K -7,100 -12%
VCM
60
Vivaldi Capital Management
Illinois
$2.37M +$2.37M +49,472 New
FC
61
FCA Corp
Texas
$2.34M -$22.1K -462 -0.9%
CAN
62
Cetera Advisor Networks
California
$2.33M +$301K +6,288 +15%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.3M +$116K +2,426 +5%
Mariner
64
Mariner
Kansas
$2.24M -$200K -4,178 -8%
CIA
65
Capital Investment Advisors
Georgia
$2.23M -$21K -438 -0.9%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.15M +$310K +6,480 +17%
AWM
67
Avior Wealth Management
Nebraska
$2.13M -$16.1K -336 -0.7%
TFF
68
The Family Firm
Maryland
$1.98M -$14.4K -300 -0.7%
IWM
69
IHT Wealth Management
Illinois
$1.97M +$937K +19,582 +91%
LSAG
70
Lake Street Advisors Group
New Hampshire
$1.92M – – –
MMA
71
Miracle Mile Advisors
California
$1.88M -$54.1K -1,130 -3%
MYIA
72
Mount Yale Investment Advisors
Colorado
$1.86M -$62.4K -1,164 -3%
BAM
73
Belpointe Asset Management
Nevada
$1.84M +$14.8K +310 +0.8%
SIC
74
Sigma Investment Counselors
Michigan
$1.81M -$24.8K -518 -1%
PAM
75
Peninsula Asset Management
Florida
$1.79M -$33.5K -700 -2%
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