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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 %
HCM
76
Hollencrest Capital Management
California
$1.77M +$73K +1,524 +4%
SGK
77
Steigerwald Gordon & Koch
Virginia
$1.77M -$60.8K -1,270 -3%
B
78
Bailard
California
$1.7M -$174K -3,638 -9%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1.68M +$9.37K +196 +0.6%
EFSCE
80
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M -$237K -4,954 -13%
MG
81
McCutchen Group
Washington
$1.58M +$23.5K +492 +2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.57M – – –
PCM
83
Penserra Capital Management
California
$1.52M +$1.52M +31,752 New
LNC
84
Lincoln National Corp
Pennsylvania
$1.51M +$380K +7,940 +34%
MAS
85
Madden Advisory Services
Florida
$1.45M – – –
OWD
86
Osborn Williams & Donohoe
Ohio
$1.41M +$192K +4,014 +16%
PAG
87
Private Advisor Group
New Jersey
$1.38M -$120K -2,516 -8%
FIG
88
FundX Investment Group
California
$1.32M +$1.32M +27,658 New
MIAN
89
Mariner Independent Advisor Network
Kansas
$1.3M +$1.3M +26,538 New
AIM
90
Acropolis Investment Management
Missouri
$1.28M -$41.8K -874 -3%
PP
91
Palladium Partners
Virginia
$1.25M -$15.1K -316 -1%
Citigroup
92
Citigroup
New York
$1.23M -$81K -1,692 -6%
WLIM
93
White Lighthouse Investment Management
Massachusetts
$1.18M – – –
FWIA
94
Fort Washington Investment Advisors
Ohio
$1.16M -$16.3K -340 -1%
SAM
95
Silvercrest Asset Management
New York
$1.16M – – –
Stifel Financial
96
Stifel Financial
Missouri
$1.16M +$555K +11,562 +92%
CMP
97
Courage Miller Partners
Virginia
$1.12M -$6.89K -144 -0.6%
JIC
98
Johnson Investment Counsel
Ohio
$1.11M – – –
GWA
99
Guidant Wealth Advisors
Illinois
$1.11M +$294K +6,136 +36%
US Bancorp
100
US Bancorp
Minnesota
$1.11M -$280K -5,860 -20%
2 3
4
5 6