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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

236 hedge funds and large institutions have $1.73B invested in iShares Select U.S. REIT ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-7
Holders Change %
-2.88%
% of All Funds
6.85%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
13
Increased
91
Reduced
80
Closed
16
Calls
$380K
Puts
$3.73M
Net Calls
-$3.35M
Net Calls Change
+$9.64M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$44.3M
2
BFA
2
BlackRock Fund Advisors
California
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
RJA
4
Raymond James & Associates
Florida
$15.7M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$52.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$60.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.5M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$655K – – –
EAM
127
Evanson Asset Management
California
$625K – – –
EFS
128
Essex Financial Services
Connecticut
$616K – – –
CB
129
Commerce Bank
Missouri
$603K -$531K -12,560 -47%
FNBOO
130
First National Bank of Omaha
Nebraska
$601K – – –
PAS
131
Partnervest Advisory Services
California
$574K +$6.42K +152 +1%
AIS
132
American Investment Services
Massachusetts
$566K -$1.44K -34 -0.3%
FAAS
133
First Allied Advisory Services
California
$564K +$250K +5,958 +80%
GI
134
Glovista Investments
New Jersey
$507K – – –
Citadel Advisors
135
Citadel Advisors
Florida
$503K -$410K -9,718 -45%
OWD
136
Osborn Williams & Donohoe
Ohio
$494K – – –
ANTB
137
AMG National Trust Bank
Colorado
$470K -$163K -3,856 -26%
Northern Trust
138
Northern Trust
Illinois
$441K -$379K -8,990 -46%
1IA
139
1834 Investment Advisors
Wisconsin
$436K +$62.3K +1,474 +17%
HighTower Advisors
140
HighTower Advisors
Illinois
$435K +$4.56K +108 +1%
AI
141
Atria Investments
North Carolina
$423K -$127K -3,000 -23%
MIAN
142
Mariner Independent Advisor Network
Kansas
$412K -$1.56M -36,900 -79%
VKH
143
Virtu KCG Holdings
New York
$400K -$454K -10,764 -53%
First Trust Advisors
144
First Trust Advisors
Illinois
$397K +$11.4K +270 +3%
GLRA
145
Gerald L. Ray & Associates
Texas
$390K – – –
Jane Street
146
Jane Street
New York
$378K +$378K +8,944 New
KT
147
Kanaly Trust
Texas
$372K -$49.1K -1,164 -12%
ABC
148
Associated Banc-Corp
Wisconsin
$361K +$48K +1,138 +15%
BHBT
149
Burke & Herbert Bank & Trust
Virginia
$312K -$9.39K -222 -3%
CS
150
Credit Suisse
Switzerland
$309K +$21.8K +516 +8%
4 5
6
7 8