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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

279 hedge funds and large institutions have $2.33B invested in iShares Select U.S. REIT ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.33%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
40
Increased
88
Reduced
83
Closed
14
Calls
$3.8M
Puts
$3.16M
Net Calls
+$645K
Net Calls Change
+$849K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$731M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Wells Fargo
3
Wells Fargo
California
$54.4M
4
AIA
4
Arrow Investment Advisors
Maryland
$36.8M
5
Bank of America
5
Bank of America
North Carolina
$233M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.3M
2
BlackRock
2
BlackRock
New York
$6.73M
3
Citigroup
3
Citigroup
New York
$3.81M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$51.4M
5
Creative Planning
5
Creative Planning
Kansas
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
76
Peninsula Asset Management
Florida
$2.32M -$89.9K -1,812 -4%
SI
77
SII Investments
Wisconsin
$2.32M +$1.78M +35,858 +333%
CS
78
Comerica Securities
Michigan
$2.19M +$81.2K +1,636 +4%
AC
79
Alley Company
Illinois
$2.18M -$8.83K -178 -0.4%
QA
80
Quantitative Advantage
Minnesota
$2.18M -$91.1K -1,836 -4%
NIM
81
Northeast Investment Management
Massachusetts
$2.17M -$198 -4 -0%
HCM
82
Hollencrest Capital Management
California
$2.14M +$27.3K +550 +1%
Barclays
83
Barclays
United Kingdom
$2.07M -$502K -10,136 -19%
AIG
84
American International Group
New York
$2.03M +$599K +12,074 +42%
UCFA
85
United Capital Financial Advisors
Texas
$1.99M -$692K -13,952 -26%
Principal Financial Group
86
Principal Financial Group
Iowa
$1.98M +$1.98M +39,860 New
PP
87
Palladium Partners
Virginia
$1.78M -$68K -1,370 -4%
AIA
88
Arbor Investment Advisors
North Carolina
$1.74M -$255K -5,146 -13%
CA
89
Cetera Advisors
Colorado
$1.72M +$354K +7,150 +26%
FIM
90
Freedom Investment Management
Connecticut
$1.62M +$930K +18,748 +135%
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$1.52M -$2.58K -52 -0.2%
WFG
92
Windsor Financial Group
Minnesota
$1.51M -$1.24M -24,990 -45%
MMA
93
Miracle Mile Advisors
California
$1.51M +$252K +5,070 +20%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$1.5M -$27.2K -548 -2%
AFS
95
Aft Forsyth & Sober
Florida
$1.49M – – –
P
96
Pitcairn
Pennsylvania
$1.49M -$18.3K -368 -1%
MGIA
97
Moneta Group Investment Advisors
Missouri
$1.48M +$171K +3,446 +13%
SS
98
Simplicity Solutions
Minnesota
$1.48M +$1.48M +29,728 New
MWM
99
Merriman Wealth Management
Washington
$1.46M +$1.46M +29,846 New
CAN
100
Cetera Advisor Networks
California
$1.45M -$49.5K -998 -3%
2 3
4
5 6