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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

283 hedge funds and large institutions have $1.5B invested in iShares Select U.S. REIT ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
6.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
42
Reduced
126
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$6.9M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.1M
3
SG Americas Securities
SG Americas Securities
New York
$11.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.28M
5
Morgan Stanley
Morgan Stanley
New York
$44.5M

Top Sellers

1
BlackRock
BlackRock
New York
$572M
2
TF
TIAA FSB
Florida
$14.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
4
Bank of America
Bank of America
North Carolina
$84.9M
5
EVM
Eaton Vance Management
Massachusetts
$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Arbor Investment Advisors
North Carolina
$591K – – –
Stifel Financial
127
Stifel Financial
Missouri
$587K -$5.66K -114 -1%
MFP
128
Mosaic Financial Partners
California
$579K – – –
HIC
129
Holderness Investments Company
North Carolina
$578K -$25K -500 -4%
DPI
130
Diversified Portfolios Inc
Michigan
$561K – – –
SIAP
131
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$544K – – –
HighTower Advisors
132
HighTower Advisors
Illinois
$530K -$332K -6,654 -39%
SB
133
Suntrust Banks
Georgia
$513K -$107K -2,134 -17%
JA
134
JOYN Advisors
Georgia
$506K -$798 -16 -0.2%
KM
135
Kalos Management
Georgia
$492K +$492K +9,876 New
WCM
136
Windsor Capital Management
Arizona
$483K -$11.2K -224 -2%
REMPR
137
Roof Eidam Maycock Peralta (REMP)
California
$463K – – –
BSAM
138
Blue Sky Asset Management
Colorado
$451K +$451K +9,024 New
PA
139
PFG Advisors
Arizona
$445K +$7.39K +148 +2%
PFS
140
Prospera Financial Services
Texas
$426K -$16.8K -336 -4%
UCFA
141
United Capital Financial Advisors
Texas
$425K -$77.3K -1,546 -15%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$425K -$44K -880 -9%
SFS
143
Summit Financial Strategies
Ohio
$413K +$13.9K +278 +3%
SFS
144
Sowell Financial Services
Arkansas
$411K -$6.05K -120 -1%
JWA
145
JFS Wealth Advisors
Pennsylvania
$406K -$51.8K -1,038 -11%
VFA
146
Voya Financial Advisors
Connecticut
$405K -$34.5K -692 -8%
WPC
147
Waters Parkerson & Co
Louisiana
$400K – – –
CB
148
Commerce Bank
Missouri
$383K -$46.3K -926 -11%
NB
149
Nicolet Bankshares
Wisconsin
$378K +$5.29K +106 +1%
AIS
150
American Investment Services
Massachusetts
$365K -$60.5K -1,210 -14%
4 5
6
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