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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 %
SGK
76
Steigerwald Gordon & Koch
Virginia
$2.4M -$90.2K -2,166 -4%
MAS
77
Madden Advisory Services
Florida
$2.4M – – –
WCM
78
Windsor Capital Management
Arizona
$2.39M +$73.8K +1,746 +3%
CMP
79
Courage Miller Partners
Virginia
$2.24M +$31.3K +740 +1%
Deutsche Bank
80
Deutsche Bank
Germany
$2.21M +$1.65M +39,030 +295%
FC
81
FCA Corp
Texas
$2.18M +$63.8K +1,512 +3%
AWM
82
Avior Wealth Management
Nebraska
$2.17M +$19.5K +462 +0.9%
PAM
83
Peninsula Asset Management
Florida
$2M +$19K +450 +1%
OCM
84
One Capital Management
California
$1.98M +$144K +3,408 +8%
OC
85
Oppenheimer & Co
New York
$1.98M -$43.8K -1,038 -2%
NIM
86
Northeast Investment Management
Massachusetts
$1.84M -$760 -18 -0%
AC
87
Alley Company
Illinois
$1.75M +$43.4K +1,028 +3%
PP
88
Palladium Partners
Virginia
$1.71M -$3.13K -74 -0.2%
MWM
89
Merriman Wealth Management
Washington
$1.66M -$45K -962 -3%
ACM
90
Azimuth Capital Management
Michigan
$1.65M +$133K +3,160 +9%
HCM
91
Hollencrest Capital Management
California
$1.65M +$8.87K +210 +0.5%
US Bancorp
92
US Bancorp
Minnesota
$1.57M +$477K +11,286 +43%
CA
93
Cetera Advisors
Colorado
$1.36M +$131K +3,088 +11%
HCMT
94
Highland Capital Management (Tennessee)
Tennessee
$1.34M +$59.5K +1,410 +5%
B
95
Bailard
California
$1.31M +$22.8K +540 +2%
CAN
96
Cetera Advisor Networks
California
$1.31M -$254K -6,020 -16%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$1.3M -$374K -8,856 -22%
WFG
98
Windsor Financial Group
Minnesota
$1.28M +$338 +8 +0%
Stifel Financial
99
Stifel Financial
Missouri
$1.28M +$117K +2,780 +10%
AFS
100
Aft Forsyth & Sober
Florida
$1.27M +$194K +4,600 +18%
2 3
4
5 6