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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 %
GT
101
Glenview Trust
Kentucky
$1.45M +$1.45M +29,248 New
MFS
102
MSI Financial Services
Massachusetts
$1.45M +$291K +5,856 +25%
MG
103
McCutchen Group
Washington
$1.43M +$11.6K +234 +0.8%
Stifel Financial
104
Stifel Financial
Missouri
$1.38M +$67.5K +1,360 +5%
US Bancorp
105
US Bancorp
Minnesota
$1.37M +$412K +8,290 +43%
MCM
106
Millie Capital Management
California
$1.34M – – –
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M +$1.34M +26,932 New
AIM
108
Acropolis Investment Management
Missouri
$1.32M -$1.29K -26 -0.1%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$1.28M -$172K -3,464 -12%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.26M -$18.9K -380 -1%
NPC
111
National Planning Corporation
California
$1.25M +$392K +8,404 +46%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$1.24M +$10.8K +218 +0.9%
OC
113
Oppenheimer & Co
New York
$1.17M -$95.9K -1,932 -8%
WCM
114
Windsor Capital Management
Arizona
$1.13M -$74.5K -1,502 -6%
Mariner
115
Mariner
Kansas
$1.13M +$121K +2,434 +12%
KM
116
Kalos Management
Georgia
$1.09M +$1.09M +21,078 New
PAG
117
Private Advisor Group
New Jersey
$1.08M +$70.1K +1,412 +7%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1.05M -$22.9K -462 -2%
BOTW
119
Bank of the West
California
$1.03M -$9.13K -184 -0.9%
BPC
120
Banque Pictet & Cie
Switzerland
$992K – – –
DPI
121
Diversified Portfolios Inc
Michigan
$982K -$52.1K -1,050 -5%
FAAS
122
First Allied Advisory Services
California
$981K +$748K +15,072 +321%
ANTB
123
AMG National Trust Bank
Colorado
$975K +$53.9K +1,086 +6%
Brown Advisory
124
Brown Advisory
Maryland
$968K +$57.5K +1,158 +6%
FHC
125
First Heartland Consultants
Missouri
$965K -$704K -14,192 -42%
3 4
5
6 7