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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

279 hedge funds and large institutions have $2.33B invested in iShares Select U.S. REIT ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.33%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
40
Increased
88
Reduced
83
Closed
14
Calls
$3.8M
Puts
$3.16M
Net Calls
+$645K
Net Calls Change
+$849K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$731M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Wells Fargo
3
Wells Fargo
California
$54.4M
4
AIA
4
Arrow Investment Advisors
Maryland
$36.8M
5
Bank of America
5
Bank of America
North Carolina
$233M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.3M
2
BlackRock
2
BlackRock
New York
$6.73M
3
Citigroup
3
Citigroup
New York
$3.81M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$51.4M
5
Creative Planning
5
Creative Planning
Kansas
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$961K +$194K +4,014 +25%
MFP
127
Mosaic Financial Partners
California
$911K -$200K -4,034 -18%
EAM
128
Evanson Asset Management
California
$892K – – –
IAS
129
IMA Advisory Services
Colorado
$885K +$63.3K +1,284 +8%
ACM
130
Argentus Capital Management
Texas
$816K -$353K -7,112 -30%
FNT
131
First National Trust
Pennsylvania
$813K -$285K -5,748 -26%
PAS
132
Partnervest Advisory Services
California
$809K +$123K +2,478 +18%
SWP
133
Stratos Wealth Partners
Ohio
$807K -$91.8K -1,850 -10%
CB
134
Commerce Bank
Missouri
$790K -$53.3K -1,074 -6%
3AM
135
3D Asset Management
Connecticut
$788K -$61.9K -1,248 -7%
HighTower Advisors
136
HighTower Advisors
Illinois
$766K -$77.7K -1,564 -9%
EFS
137
Essex Financial Services
Connecticut
$747K +$22.6K +456 +3%
AWA
138
Arete Wealth Advisors
Illinois
$688K +$52.1K +1,050 +8%
Northern Trust
139
Northern Trust
Illinois
$679K +$154K +3,110 +29%
1IA
140
1834 Investment Advisors
Wisconsin
$652K +$1.29K +26 +0.2%
CT
141
Coastline Trust
Rhode Island
$625K +$1.99K +40 +0.3%
TH
142
Timber Hill
Connecticut
$606K +$389K +7,842 +180%
AIS
143
American Investment Services
Massachusetts
$599K – – –
First Trust Advisors
144
First Trust Advisors
Illinois
$597K -$34.6K -698 -5%
SB
145
Suntrust Banks
Georgia
$590K +$265K +5,362 +82%
JCM
146
Jag Capital Management
Missouri
$588K – – –
QIM
147
Quantitative Investment Management
Virginia
$575K +$575K +11,600 New
SHJ
148
Sharkey, Howes & Javer
Colorado
$530K -$409K -8,252 -44%
SFT
149
Simmons First Trust
Arkansas
$512K – – –
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$506K +$6.74K +136 +1%
4 5
6
7 8