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iShares Select U.S. REIT ETF

211 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-13
Holders Change %
-5.8%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.23%
New
16
Increased
74
Reduced
87
Closed
26
Calls
$8.3M
Puts
$3.41M
Net Calls
+$4.89M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$543K +$188K +4,890 +53%
AIS
127
American Investment Services
Massachusetts
$529K +$15K +390 +3%
CB
128
Commerce Bank
Missouri
$523K -$65.9K -1,716 -11%
IFA
129
Interactive Financial Advisors
Illinois
$512K -$55K -1,430 -10%
ABC
130
Associated Banc-Corp
Wisconsin
$490K -$4.46K -116 -0.9%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$485K -$16.4K -428 -3%
MA
132
MCF Advisors
Kentucky
$474K -$114K -2,782 -19%
PFS
133
Prospera Financial Services
Texas
$470K -$160K -4,106 -25%
FHC
134
First Heartland Consultants
Missouri
$460K +$179K +4,584 +64%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$454K +$454K +11,658 New
OWD
136
Osborn Williams & Donohoe
Ohio
$450K
AI
137
Atria Investments
North Carolina
$442K +$153K +3,988 +53%
B
138
Baird
Wisconsin
$403K +$204K +5,310 +103%
PAS
139
Partnervest Advisory Services
California
$384K +$17.9K +466 +5%
GI
140
Glovista Investments
New Jersey
$384K +$384K +10,000 New
PVH
141
Psagot Value Holdings
Israel
$355K +$18.7K +486 +6%
CHFS
142
Cobble Hill Financial Services
New Jersey
$352K
NL
143
NWAM LLC
Washington
$349K +$16.2K +422 +5%
VAM
144
Visionary Asset Management
Texas
$317K +$317K +8,258 New
HighTower Advisors
145
HighTower Advisors
Illinois
$304K -$24.8K -646 -8%
BHBT
146
Burke & Herbert Bank & Trust
Virginia
$286K +$33K +860 +13%
PTC
147
Private Trust Company
Ohio
$274K +$259K +6,736 +1,773%
AWA
148
AmeriServ Wealth Advisors
Pennsylvania
$271K -$15.4K -400 -5%
JIC
149
Johnson Investment Counsel
Ohio
$264K
WPC
150
Waters Parkerson & Co
Louisiana
$263K -$157K -4,080 -37%