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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

222 hedge funds and large institutions have $1.33B invested in iShares Select U.S. REIT ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
29
Increased
59
Reduced
89
Closed
14
Calls
$867K
Puts
$4.74M
Net Calls
-$3.87M
Net Calls Change
-$8.76M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$273M
2
SG Americas Securities
SG Americas Securities
New York
$21.2M
3
Barclays
Barclays
United Kingdom
$12.3M
4
BlackRock
BlackRock
New York
$7.64M
5
BOTW
Bank of the West
California
$5.77M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37M
3
BFA
Beaumont Financial Advisors
Massachusetts
$0
4
Bank of America
Bank of America
North Carolina
$132M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
151
Burke & Herbert Bank & Trust
Virginia
$285K +$5.99K +160 +2%
BRWA
152
B. Riley Wealth Advisors
Florida
$285K +$285K +7,638 New
First Trust Advisors
153
First Trust Advisors
Illinois
$283K -$495K -13,258 -64%
VAM
154
Visionary Asset Management
Texas
$283K -$26K -696 -8%
PTC
155
Private Trust Company
Ohio
$266K – – –
AWA
156
AmeriServ Wealth Advisors
Pennsylvania
$264K – – –
WPC
157
Waters Parkerson & Co
Louisiana
$256K – – –
RNS
158
Robert N. Shapiro
$256K – – –
NAMP
159
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$253K – – –
JIC
160
Johnson Investment Counsel
Ohio
$238K -$18.7K -500 -7%
CP
161
Camelot Portfolios
Ohio
$236K +$37.4K +1,002 +19%
CCFCSB
162
Cape Cod Five Cents Savings Bank
Massachusetts
$229K -$2.99K -80 -1%
MFS
163
MSI Financial Services
Massachusetts
$223K -$23.2K -622 -9%
AWM
164
Altavista Wealth Management
North Carolina
$217K – – –
ABP
165
Arthur B. Page
$214K +$214K +5,722 New
KT
166
Kanaly Trust
Texas
$213K +$213K +5,710 New
AIM
167
Acropolis Investment Management
Missouri
$210K -$44.1K -1,180 -17%
WB
168
Webster Bank
Connecticut
$209K – – –
HB
169
Homrich & Berg
Georgia
$204K +$204K +5,470 New
Neuberger Berman Group
170
Neuberger Berman Group
New York
$202K – – –
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$188K -$284K -7,600 -60%
EC
172
Estate Counselors
Wisconsin
$176K -$54.9K -1,470 -24%
FHA
173
First Horizon Advisors
Tennessee
$145K – – –
PSUF
174
People's United Financial
Connecticut
$136K – – –
CAL
175
Capital Advisors Ltd
Ohio
$115K +$115K +3,078 New
5 6
7
8 9