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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.47B invested in iShares Select U.S. REIT ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% 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
22
Increased
88
Reduced
108
Closed
17
Calls
$4.08M
Puts
$5.58M
Net Calls
-$1.51M
Net Calls Change
-$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$801M
2
PC
2
Premise Capital
Illinois
$14.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.5M
4
M&T Bank
4
M&T Bank
New York
$76.6M
5
DIP
5
DT Investment Partners
Pennsylvania
$18.1M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$19.6M
2
BlackRock
2
BlackRock
New York
$19K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M
4
Creative Planning
4
Creative Planning
Kansas
$47.7M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
126
Miracle Mile Advisors
California
$901K -$664K -12,870 -42%
EAM
127
Evanson Asset Management
California
$898K -$29.1K -564 -3%
AI
128
Atria Investments
North Carolina
$895K +$503K +9,748 +128%
Nomura Asset Management
129
Nomura Asset Management
Japan
$877K +$877K +17,000 New
LNC
130
Lincoln National Corp
Pennsylvania
$866K -$160K -3,098 -16%
NPC
131
National Planning Corporation
California
$857K -$539K -10,300 -39%
FNT
132
First National Trust
Pennsylvania
$847K +$1.65K +32 +0.2%
1IA
133
1834 Investment Advisors
Wisconsin
$833K +$155K +3,010 +23%
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$820K -$570K -11,042 -41%
EFS
135
Essex Financial Services
Connecticut
$776K – – –
AFS
136
Aft Forsyth & Sober
Florida
$774K -$774K -15,000 -50%
PAS
137
Partnervest Advisory Services
California
$771K -$70.5K -1,366 -8%
WAS
138
WESPAC Advisors SoCal
California
$769K +$367K +7,110 +91%
3AM
139
3D Asset Management
Connecticut
$762K -$57.2K -1,110 -7%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$747K +$747K +14,486 New
AWA
141
Arete Wealth Advisors
Illinois
$715K – – –
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$715K +$189K +3,660 +36%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$699K -$608K -11,790 -47%
Northern Trust
144
Northern Trust
Illinois
$695K -$11.1K -216 -2%
FNBOO
145
First National Bank of Omaha
Nebraska
$693K -$94.7K -1,836 -12%
VKH
146
Virtu KCG Holdings
New York
$689K +$262K +5,082 +61%
CWM
147
Concert Wealth Management
California
$625K +$385K +7,454 +160%
AIS
148
American Investment Services
Massachusetts
$623K – – –
JCM
149
Jag Capital Management
Missouri
$612K – – –
VFS
150
VSR Financial Services
Kansas
$611K +$324K +6,290 +113%
4 5
6
7 8