ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K

Top Buyers

1
ANTB
1
AMG National Trust Bank
Colorado
$66.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M
4
AG
4
Advisor Group
Arizona
$14.1M
5
LPL Financial
5
LPL Financial
California
$24.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$76.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RMC
3
Regis Management Company
California
$3.11M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22.8M
5
Mariner
5
Mariner
Kansas
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
126
Holderness Investments Company
North Carolina
$697K +$33.9K +602 +5%
SAM
127
Silvercrest Asset Management
New York
$696K – – –
P
128
Pitcairn
Pennsylvania
$690K -$64.1K -1,138 -9%
SFS
129
Summit Financial Strategies
Ohio
$689K +$268K +4,768 +64%
PS
130
Portfolio Strategies
New York
$663K -$38.1K -676 -5%
KM
131
Kalos Management
Georgia
$654K +$244K +4,936 +59%
BTS
132
BB&T Securities
Virginia
$629K +$314K +5,578 +100%
NL
133
NVWM LLC
Pennsylvania
$624K -$144K -2,560 -19%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$614K -$151K -2,680 -20%
NFG
135
Next Financial Group
Texas
$608K +$477K +8,462 +364%
HighTower Advisors
136
HighTower Advisors
Illinois
$593K -$7.44K -132 -1%
DADC
137
D.A. Davidson & Co
Montana
$588K +$157K +2,786 +36%
AIA
138
Arbor Investment Advisors
North Carolina
$577K +$10.7K +190 +2%
GIM
139
Goelzer Investment Management
Indiana
$568K – – –
SIAP
140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$554K -$113K -2,000 -17%
DPI
141
Diversified Portfolios Inc
Michigan
$551K -$20.4K -362 -4%
PA
142
PFG Advisors
Arizona
$551K +$61.2K +1,078 +12%
MPPLM
143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$528K -$2.01M -35,744 -79%
PO
144
Private Ocean
California
$522K -$4.95K -88 -0.9%
AI
145
Atria Investments
North Carolina
$514K +$514K +8,820 New
OIA
146
OneDigital Investment Advisors
Kansas
$511K +$237K +4,214 +87%
BBNA
147
Bremer Bank National Association
Minnesota
$507K – – –
GFS
148
GYL Financial Synergies
Connecticut
$504K -$50.6K -900 -9%
BOTW
149
Bank of the West
California
$495K -$348K -6,178 -41%
FTS
150
Fifth Third Securities
Ohio
$471K +$471K +8,366 New
4 5
6
7 8