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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

254 hedge funds and large institutions have $1.89B invested in iShares Select U.S. REIT ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
7.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
17
Increased
66
Reduced
98
Closed
18
Calls
$1.33M
Puts
$1.54M
Net Calls
-$204K
Net Calls Change
+$137K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
M&T Bank
3
M&T Bank
New York
$56.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.4M
5
Wells Fargo
5
Wells Fargo
California
$29M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$517M
2
Citigroup
2
Citigroup
New York
$8.4M
3
RJA
3
Raymond James & Associates
Florida
$3.42M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
Comerica Bank
5
Comerica Bank
Texas
$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Concert Wealth Management
California
$624K +$624K +13,430 New
1IA
127
1834 Investment Advisors
Wisconsin
$608K +$2.97K +64 +0.5%
AWA
128
Arete Wealth Advisors
Illinois
$594K +$594K +12,820 New
First Trust Advisors
129
First Trust Advisors
Illinois
$590K +$53.4K +1,152 +10%
CT
130
Coastline Trust
Rhode Island
$582K -$11.6K -250 -2%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$579K +$579K +12,510 New
AIS
132
American Investment Services
Massachusetts
$559K – – –
JCM
133
Jag Capital Management
Missouri
$549K – – –
NFG
134
Next Financial Group
Texas
$521K +$12.9K +278 +3%
SI
135
SII Investments
Wisconsin
$500K -$144K -3,104 -22%
Northern Trust
136
Northern Trust
Illinois
$490K -$210K -4,524 -30%
SFT
137
Simmons First Trust
Arkansas
$478K – – –
BWFA
138
Baltimore-Washington Financial Advisors
Maryland
$466K +$3.7K +80 +0.8%
REMPR
139
Roof Eidam Maycock Peralta (REMP)
California
$454K -$926 -20 -0.2%
GLRA
140
Gerald L. Ray & Associates
Texas
$449K – – –
SFS
141
Summit Financial Strategies
Ohio
$446K -$20.4K -440 -4%
MFBTD
142
MB Financial Bank - Trust Department
Illinois
$429K – – –
Citadel Advisors
143
Citadel Advisors
Florida
$411K +$411K +8,868 New
SPC
144
Sigma Planning Corp
Michigan
$390K -$353K -7,622 -47%
GI
145
Glovista Investments
New Jersey
$370K -$185K -4,000 -33%
1SB
146
1ST Source Bank
Indiana
$365K -$2.51K -54 -0.7%
BTS
147
BB&T Securities
Virginia
$356K -$527K -11,416 -60%
AL
148
Aspiriant LLC
California
$355K – – –
UBS AM
149
UBS AM
Illinois
$347K +$347K +7,500 New
VFS
150
VSR Financial Services
Kansas
$343K -$70.2K -1,518 -17%
4 5
6
7 8