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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
31
Increased
81
Reduced
82
Closed
15
Calls
$795K
Puts
$13.8M
Net Calls
-$13M
Net Calls Change
-$7.19M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$27.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.2M
3
U
3
UBS
Switzerland
$37.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M

Top Sellers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$53.7M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$68.9M
4
CS
4
Credit Suisse
Switzerland
$297K
5
1IA
5
1834 Investment Advisors
Wisconsin
$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
151
Jag Capital Management
Missouri
$518K +$518K +11,860 New
OWD
152
Osborn Williams & Donohoe
Ohio
$516K – – –
HighTower Advisors
153
HighTower Advisors
Illinois
$445K +$5.33K +122 +1%
KT
154
Kanaly Trust
Texas
$436K +$186K +4,268 +75%
GLRA
155
Gerald L. Ray & Associates
Texas
$403K – – –
CHFS
156
Cobble Hill Financial Services
New Jersey
$400K – – –
First Trust Advisors
157
First Trust Advisors
Illinois
$398K +$18K +412 +5%
1IA
158
1834 Investment Advisors
Wisconsin
$386K -$2.37M -54,196 -86%
NES
159
New England Securities
New York
$347K -$139K -3,174 -29%
BHBT
160
Burke & Herbert Bank & Trust
Virginia
$332K – – –
FAAS
161
First Allied Advisory Services
California
$325K +$47.1K +1,084 +17%
ABC
162
Associated Banc-Corp
Wisconsin
$324K -$7.52K -172 -2%
BRWA
163
B. Riley Wealth Advisors
Florida
$320K +$130K +6,756 +69%
PTC
164
Private Trust Company
Ohio
$318K +$7.16K +164 +2%
JIC
165
Johnson Investment Counsel
Ohio
$315K +$37K +850 +13%
RNS
166
Robert N. Shapiro
$307K +$175 +4 +0.1%
CS
167
Comerica Securities
Michigan
$302K +$302K +6,924 New
WPC
168
Waters Parkerson & Co
Louisiana
$300K +$874 +20 +0.3%
CS
169
Credit Suisse
Switzerland
$297K -$4.07M -93,018 -93%
SMC
170
Smith, Moore & Co
Missouri
$297K -$4.8K -110 -2%
NAMP
171
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$295K – – –
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283K -$4.53K -104 -2%
IFA
173
Interactive Financial Advisors
Illinois
$275K -$27.4K -628 -9%
AF
174
Allworth Financial
California
$259K +$22.7K +520 +10%
ABP
175
Arthur B. Page
$252K – – –
5 6
7
8 9