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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 %
VF
76
Virtu Financial
New York
$2.51M +$2.51M +57,374 New
MAS
77
Madden Advisory Services
Florida
$2.48M -$13.1K -300 -0.5%
WCM
78
Windsor Capital Management
Arizona
$2.39M +$150K +3,428 +7%
CMP
79
Courage Miller Partners
Virginia
$2.28M -$45.2K -1,036 -2%
AWM
80
Avior Wealth Management
Nebraska
$2.23M -$28.2K -646 -1%
FC
81
FCA Corp
Texas
$2.19M +$101K +2,306 +5%
Two Sigma Investments
82
Two Sigma Investments
New York
$2.12M +$2.12M +48,574 New
OC
83
Oppenheimer & Co
New York
$2.09M -$262 -6 -0%
PAM
84
Peninsula Asset Management
Florida
$2.05M -$56.4K -1,292 -3%
MIAN
85
Mariner Independent Advisor Network
Kansas
$2.04M +$2.04M +46,658 New
SMM
86
Stadion Money Management
Georgia
$1.94M -$528K -12,100 -21%
NIM
87
Northeast Investment Management
Massachusetts
$1.91M +$1.22K +28 +0.1%
OCM
88
One Capital Management
California
$1.9M +$38.6K +884 +2%
TRCT
89
Tower Research Capital (TRC)
New York
$1.88M +$1.87M +42,910 +30,218%
PP
90
Palladium Partners
Virginia
$1.77M -$7.42K -170 -0.4%
AC
91
Alley Company
Illinois
$1.76M -$125K -2,854 -7%
AIG
92
American International Group
New York
$1.76M +$972K +22,254 +123%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$1.73M +$850K +19,476 +96%
UCFA
94
United Capital Financial Advisors
Texas
$1.73M +$1.73M +39,556 New
HCM
95
Hollencrest Capital Management
California
$1.7M +$71.8K +1,644 +4%
CAN
96
Cetera Advisor Networks
California
$1.62M -$96.5K -2,210 -6%
MWM
97
Merriman Wealth Management
Washington
$1.62M +$1.62M +36,340 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.59M +$676K +15,478 +74%
ACM
99
Azimuth Capital Management
Michigan
$1.57M +$141K +3,222 +10%
WFM
100
Wilmington Funds Management
Delaware
$1.45M – – –
2 3
4
5 6