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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

228 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
25
Increased
67
Reduced
93
Closed
17
Calls
$987K
Puts
$6.79M
Net Calls
-$5.8M
Net Calls Change
-$1.93M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$57.9M
2
BFA
2
BlackRock Fund Advisors
California
$333M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$9.59M
4
BIT
4
BlackRock Institutional Trust
California
$32.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M

Top Sellers

1
AFS
1
Aft Forsyth & Sober
Florida
$1.04M
2
SG Americas Securities
2
SG Americas Securities
New York
$6.85M
3
Barclays
3
Barclays
United Kingdom
$4.47M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
BOTW
5
Bank of the West
California
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$293K – – –
RNS
152
Robert N. Shapiro
$288K +$6.48K +158 +2%
IFA
153
Interactive Financial Advisors
Illinois
$285K -$259K -6,302 -48%
SMC
154
Smith, Moore & Co
Missouri
$285K +$285K +6,922 New
WPC
155
Waters Parkerson & Co
Louisiana
$282K – – –
NAMP
156
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K – – –
JIC
157
Johnson Investment Counsel
Ohio
$262K – – –
FAAS
158
First Allied Advisory Services
California
$261K +$261K +6,392 New
MA
159
MCF Advisors
Kentucky
$258K -$138K -3,356 -35%
CP
160
Camelot Portfolios
Ohio
$257K -$3.04K -74 -1%
PVH
161
Psagot Value Holdings
Israel
$253K -$98.1K -2,382 -28%
WIC
162
Whitegate Investment Counselors
New Hampshire
$251K +$251K +4,860 New
JIR
163
James Investment Research
Ohio
$238K -$247K -6,020 -51%
ABP
164
Arthur B. Page
$237K +$1.73K +42 +0.7%
KT
165
Kanaly Trust
Texas
$235K – – –
Neuberger Berman Group
166
Neuberger Berman Group
New York
$233K +$10.7K +260 +5%
VAM
167
Visionary Asset Management
Texas
$232K -$79.2K -1,924 -25%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$231K +$23.9K +580 +12%
HB
169
Homrich & Berg
Georgia
$225K – – –
AF
170
Allworth Financial
California
$223K +$223K +5,418 New
AIM
171
Acropolis Investment Management
Missouri
$219K -$11.5K -280 -5%
SFA
172
Sequoia Financial Advisors
Ohio
$217K +$217K +5,272 New
WB
173
Webster Bank
Connecticut
$214K -$16.5K -400 -7%
HCM
174
Harvest Capital Management
New Hampshire
$210K +$210K +5,114 New
PFS
175
Prospera Financial Services
Texas
$209K -$262K -6,366 -56%
5 6
7
8 9