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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% 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
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BOTW
126
Bank of the West
California
$1.13M 22,294 -2,994 -12%
DPI
127
Diversified Portfolios Inc
Michigan
$1.08M 21,442 -1,068 -5%
ACM
128
Argentus Capital Management
Texas
$1.03M 20,280 -426 -2%
BPC
129
Banque Pictet & Cie
Switzerland
$1.01M 20,000 – –
SHJ
130
Sharkey, Howes & Javer
Colorado
$993K 19,636 +19,636 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$989K 19,558 -2,004 -9%
SPC
132
Sigma Planning Corp
Michigan
$983K 19,436 +1,142 +6%
PAG
133
Private Advisor Group
New Jersey
$945K 18,684 +2,276 +14%
Brown Advisory
134
Brown Advisory
Maryland
$936K 18,512 -160 -0.9%
EAM
135
Evanson Asset Management
California
$909K 17,968 +3,178 +21%
CB
136
Commerce Bank
Missouri
$897K 17,746 +900 +5%
VFS
137
VSR Financial Services
Kansas
$882K 17,446 -1,628 -9%
3AM
138
3D Asset Management
Connecticut
$862K 17,048 -1,852 -10%
FHC
139
First Heartland Consultants
Missouri
$856K 16,920 +586 +4%
SWP
140
Stratos Wealth Partners
Ohio
$827K 16,396 +4,844 +42%
ANTB
141
AMG National Trust Bank
Colorado
$794K 15,696 +1,594 +11%
HF
142
HRT Financial
New York
$785K 15,534 – –
US Bancorp
143
US Bancorp
Minnesota
$766K 15,152 -4,860 -24%
HighTower Advisors
144
HighTower Advisors
Illinois
$740K 14,632 -1,862 -11%
EFS
145
Essex Financial Services
Connecticut
$738K 14,592 – –
GI
146
Glovista Investments
New Jersey
$708K 14,000 +2,000 +17%
Northern Trust
147
Northern Trust
Illinois
$702K 13,878 +4,826 +53%
WCM
148
Wealthcare Capital Management
Virginia
$695K 13,742 +13,742 New
PAS
149
Partnervest Advisory Services
California
$689K 13,632 +168 +1%
CT
150
Coastline Trust
Rhode Island
$662K 13,100 – –
4 5
6
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