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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 %
3AM
101
3D Asset Management
Connecticut
$1.43M -$39K -892 -3%
B
102
Bailard
California
$1.33M +$109K +2,500 +9%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.33M -$699 -16 -0.1%
WFG
104
Windsor Financial Group
Minnesota
$1.33M +$9.96K +228 +0.8%
PFBT
105
Parkside Financial Bank & Trust
Missouri
$1.32M -$5.24K -120 -0.4%
CA
106
Cetera Advisors
Colorado
$1.27M +$22K +502 +2%
FIM
107
Freedom Investment Management
Connecticut
$1.23M +$58.2K +1,332 +5%
Stifel Financial
108
Stifel Financial
Missouri
$1.2M +$12.2K +280 +1%
MG
109
McCutchen Group
Washington
$1.2M +$9.26K +212 +0.8%
BOTW
110
Bank of the West
California
$1.18M -$47.9K -1,096 -4%
FNT
111
First National Trust
Pennsylvania
$1.18M -$77.6K -1,776 -6%
CB
112
Commerce Bank
Missouri
$1.17M +$19.7K +450 +2%
US Bancorp
113
US Bancorp
Minnesota
$1.13M -$237K -5,438 -17%
MFP
114
Mosaic Financial Partners
California
$1.11M -$8.82K -202 -0.8%
AFS
115
Aft Forsyth & Sober
Florida
$1.11M – – –
WTIM
116
Wilmington Trust Investment Management
Delaware
$1.11M +$7.67K +174 +0.7%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$1.09M – – –
Brown Advisory
118
Brown Advisory
Maryland
$1.06M -$71.9K -1,648 -6%
ST
119
Sentinel Trust
Texas
$1.03M -$32K -734 -3%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$1.01M -$43.7K -1,000 -4%
ACM
121
Argentus Capital Management
Texas
$997K -$352K -8,068 -26%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$974K +$239K +5,472 +33%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$945K +$494K +11,302 +110%
Citadel Advisors
124
Citadel Advisors
Florida
$945K +$945K +21,632 New
NPC
125
National Planning Corporation
California
$942K +$5.07K +116 +0.5%
3 4
5
6 7