ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Bailard
California
$1.81M 17,877 +1,410 +9%
CA
102
Cetera Advisors
Colorado
$1.74M 17,193 -2,023 -11%
MWM
103
Merriman Wealth Management
Washington
$1.7M 16,793 -798 -5%
QIM
104
Quantitative Investment Management
Virginia
$1.6M 15,800 +15,800 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.59M 15,765 -8,868 -36%
HCMT
106
Highland Capital Management (Tennessee)
Tennessee
$1.59M 15,682 -461 -3%
SIA
107
Stancorp Investment Advisers
Oregon
$1.58M 15,628 +623 +4%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$1.55M 15,364 -45 -0.3%
WFG
109
Windsor Financial Group
Minnesota
$1.54M 15,186 +5 +0%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$1.52M 15,070 +9,480 +170%
CAN
111
Cetera Advisor Networks
California
$1.52M 15,048 +469 +3%
AFS
112
Aft Forsyth & Sober
Florida
$1.52M 15,000 – –
SAM
113
Silvercrest Asset Management
New York
$1.47M 14,550 +14,550 New
FNT
114
First National Trust
Pennsylvania
$1.46M 14,404 +452 +3%
MG
115
McCutchen Group
Washington
$1.42M 14,061 +137 +1%
AIM
116
Acropolis Investment Management
Missouri
$1.42M 14,021 +11,949 +577%
WCM
117
Windsor Capital Management
Arizona
$1.41M 13,936 -14,765 -51%
MCM
118
Millie Capital Management
California
$1.37M 13,534 – –
Two Sigma Investments
119
Two Sigma Investments
New York
$1.37M 13,500 -700 -5%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.36M 13,465 +2,812 +26%
MFS
121
MSI Financial Services
Massachusetts
$1.31M 12,955 +10,376 +402%
DIP
122
DT Investment Partners
Pennsylvania
$1.27M 12,546 -379 -3%
Stifel Financial
123
Stifel Financial
Missouri
$1.26M 12,499 -11,412 -48%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$1.26M 12,500 – –
MFP
125
Mosaic Financial Partners
California
$1.15M 11,382 -732 -6%
3 4
5
6 7