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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

228 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
25
Increased
67
Reduced
93
Closed
17
Calls
$987K
Puts
$6.79M
Net Calls
-$5.8M
Net Calls Change
-$1.93M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$57.9M
2
BFA
2
BlackRock Fund Advisors
California
$333M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$9.59M
4
BIT
4
BlackRock Institutional Trust
California
$32.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M

Top Sellers

1
AFS
1
Aft Forsyth & Sober
Florida
$1.04M
2
SG Americas Securities
2
SG Americas Securities
New York
$6.85M
3
Barclays
3
Barclays
United Kingdom
$4.47M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
BOTW
5
Bank of the West
California
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
126
Essex Financial Services
Connecticut
$600K – – –
AIS
127
American Investment Services
Massachusetts
$566K – – –
AI
128
Atria Investments
North Carolina
$543K +$18.1K +440 +3%
TH
129
Timber Hill
Connecticut
$530K -$1.99M -48,390 -79%
VFS
130
VSR Financial Services
Kansas
$528K +$169K +4,114 +47%
Deutsche Bank
131
Deutsche Bank
Germany
$512K -$110K -2,700 -18%
GI
132
Glovista Investments
New Jersey
$493K +$82.2K +2,000 +20%
PAS
133
Partnervest Advisory Services
California
$490K +$50.9K +1,238 +12%
Jane Street
134
Jane Street
New York
$487K +$129K +3,132 +36%
OWD
135
Osborn Williams & Donohoe
Ohio
$481K – – –
PAG
136
Private Advisor Group
New Jersey
$475K -$15.1K -368 -3%
NES
137
New England Securities
New York
$457K -$57.5K -1,398 -11%
MBT
138
Monroe Bank & Trust
Michigan
$450K -$358K -8,696 -44%
Northern Trust
139
Northern Trust
Illinois
$424K -$136K -3,302 -24%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$420K -$2.2K -54 -0.5%
HighTower Advisors
141
HighTower Advisors
Illinois
$415K +$52.8K +1,282 +15%
BRWA
142
B. Riley Wealth Advisors
Florida
$404K +$90.2K +2,196 +29%
GLRA
143
Gerald L. Ray & Associates
Texas
$380K +$380K +9,240 New
CHFS
144
Cobble Hill Financial Services
New Jersey
$376K – – –
AWM
145
Altavista Wealth Management
North Carolina
$363K +$125K +3,038 +52%
First Trust Advisors
146
First Trust Advisors
Illinois
$358K +$46.6K +1,134 +15%
CIA
147
Choate Investment Advisors
Massachusetts
$327K -$287K -6,976 -47%
LNC
148
Lincoln National Corp
Pennsylvania
$325K +$325K +7,912 New
BHBT
149
Burke & Herbert Bank & Trust
Virginia
$313K -$412 -10 -0.1%
ABC
150
Associated Banc-Corp
Wisconsin
$312K -$87.2K -2,120 -22%
4 5
6
7 8