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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
151
1834 Investment Advisors
Wisconsin
$635K +$99.9K +1,974 +19%
LNC
152
Lincoln National Corp
Pennsylvania
$629K -$185K -3,658 -23%
AIS
153
American Investment Services
Massachusetts
$610K – – –
JCM
154
Jag Capital Management
Missouri
$600K – – –
OWD
155
Osborn Williams & Donohoe
Ohio
$592K – – –
NFG
156
Next Financial Group
Texas
$575K +$404 +8 +0.1%
SI
157
SII Investments
Wisconsin
$566K +$566K +11,194 New
VKH
158
Virtu KCG Holdings
New York
$557K +$197K +3,902 +55%
First Trust Advisors
159
First Trust Advisors
Illinois
$550K +$48.4K +958 +10%
AL
160
Aspiriant LLC
California
$540K -$161K -3,182 -23%
AI
161
Atria Investments
North Carolina
$529K -$21.5K -424 -4%
NPC
162
National Planning Corporation
California
$528K -$531K -11,306 -50%
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$525K -$671K -13,264 -56%
BF
164
BOK Financial
Oklahoma
$525K +$525K +10,400 New
SFT
165
Simmons First Trust
Arkansas
$522K -$53.1K -1,050 -9%
SFS
166
Summit Financial Strategies
Ohio
$505K -$93.4K -1,848 -16%
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$497K – – –
GLRA
168
Gerald L. Ray & Associates
Texas
$491K +$25.5K +504 +5%
1SB
169
1ST Source Bank
Indiana
$474K +$12.4K +246 +3%
MFBTD
170
MB Financial Bank - Trust Department
Illinois
$468K -$60.7K -1,200 -11%
ABC
171
Associated Banc-Corp
Wisconsin
$462K – – –
CP
172
Camelot Portfolios
Ohio
$394K +$8.39K +166 +2%
NFG
173
Noven Financial Group
Colorado
$382K -$4.96K -98 -1%
MAA
174
Managed Account Advisors
New Jersey
$376K +$376K +7,432 New
BHBT
175
Burke & Herbert Bank & Trust
Virginia
$371K – – –
5 6
7
8 9