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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.47B invested in iShares Select U.S. REIT ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% 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
22
Increased
88
Reduced
108
Closed
17
Calls
$4.08M
Puts
$5.58M
Net Calls
-$1.51M
Net Calls Change
-$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$801M
2
PC
2
Premise Capital
Illinois
$14.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.5M
4
M&T Bank
4
M&T Bank
New York
$76.6M
5
DIP
5
DT Investment Partners
Pennsylvania
$18.1M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$19.6M
2
BlackRock
2
BlackRock
New York
$19K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M
4
Creative Planning
4
Creative Planning
Kansas
$47.7M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Millie Capital Management
California
$1.39M – – –
PFBT
102
Parkside Financial Bank & Trust
Missouri
$1.39M -$169K -3,276 -11%
AIA
103
Arbor Investment Advisors
North Carolina
$1.36M -$449K -8,702 -25%
AIM
104
Acropolis Investment Management
Missouri
$1.36M -$15.5K -300 -1%
MGIA
105
Moneta Group Investment Advisors
Missouri
$1.32M -$223K -4,326 -14%
PAG
106
Private Advisor Group
New Jersey
$1.3M +$203K +4,040 +19%
MFS
107
MSI Financial Services
Massachusetts
$1.29M -$210K -4,066 -14%
OC
108
Oppenheimer & Co
New York
$1.24M +$32.8K +636 +3%
FA
109
FCG Advisors
New Jersey
$1.22M +$1.22M +23,690 New
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$1.21M -$72.1K -1,400 -6%
LPT
111
Legacy Private Trust
Wisconsin
$1.13M +$657K +12,740 +140%
WCM
112
Windsor Capital Management
Arizona
$1.13M -$51.1K -990 -4%
KM
113
Kalos Management
Georgia
$1.09M +$43.6K +878 +4%
BOTW
114
Bank of the West
California
$1.08M +$5.26K +102 +0.5%
JA
115
JOYN Advisors
Georgia
$1.06M -$1.69M -32,688 -61%
FHC
116
First Heartland Consultants
Missouri
$1.04M +$37.7K +732 +4%
BPC
117
Banque Pictet & Cie
Switzerland
$1.03M – – –
Brown Advisory
118
Brown Advisory
Maryland
$1.01M – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1M -$86.3K -1,674 -8%
DPI
120
Diversified Portfolios Inc
Michigan
$970K -$51.3K -994 -5%
IAS
121
IMA Advisory Services
Colorado
$950K +$30.1K +588 +3%
ACM
122
Argentus Capital Management
Texas
$917K +$69K +1,338 +8%
MFP
123
Mosaic Financial Partners
California
$907K -$40.1K -778 -4%
HighTower Advisors
124
HighTower Advisors
Illinois
$903K +$106K +2,052 +13%
SWP
125
Stratos Wealth Partners
Ohio
$902K +$62.2K +1,206 +7%
3 4
5
6 7