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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

279 hedge funds and large institutions have $2.33B invested in iShares Select U.S. REIT ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.33%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
40
Increased
88
Reduced
83
Closed
14
Calls
$3.8M
Puts
$3.16M
Net Calls
+$645K
Net Calls Change
+$849K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$731M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Wells Fargo
3
Wells Fargo
California
$54.4M
4
AIA
4
Arrow Investment Advisors
Maryland
$36.8M
5
Bank of America
5
Bank of America
North Carolina
$233M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.3M
2
BlackRock
2
BlackRock
New York
$6.73M
3
Citigroup
3
Citigroup
New York
$3.81M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$51.4M
5
Creative Planning
5
Creative Planning
Kansas
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
151
Roof Eidam Maycock Peralta (REMP)
California
$487K – – –
GLRA
152
Gerald L. Ray & Associates
Texas
$482K – – –
SFS
153
Summit Financial Strategies
Ohio
$467K -$11.3K -228 -2%
MFBTD
154
MB Financial Bank - Trust Department
Illinois
$459K – – –
CCM
155
Colorado Capital Management
Colorado
$452K +$452K +9,106 New
LPT
156
Legacy Private Trust
Wisconsin
$451K +$451K +9,080 New
BTS
157
BB&T Securities
Virginia
$417K +$35.2K +710 +9%
VKH
158
Virtu KCG Holdings
New York
$410K +$60.6K +1,222 +17%
HB
159
Homrich & Berg
Georgia
$403K +$49.5K +998 +14%
GI
160
Glovista Investments
New Jersey
$397K – – –
1SB
161
1ST Source Bank
Indiana
$389K -$1.19K -24 -0.3%
NB
162
Nicolet Bankshares
Wisconsin
$388K +$388K +8,126 New
WAS
163
WESPAC Advisors SoCal
California
$386K +$386K +7,790 New
AL
164
Aspiriant LLC
California
$380K – – –
AI
165
Atria Investments
North Carolina
$367K +$97.1K +2,012 +36%
SPC
166
Sigma Planning Corp
Michigan
$366K -$52K -1,048 -12%
BHBT
167
Burke & Herbert Bank & Trust
Virginia
$364K – – –
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K +$346K +6,976 +2,127%
ACM
169
Aviance Capital Management
Florida
$359K +$359K +7,244 New
ABC
170
Associated Banc-Corp
Wisconsin
$355K -$5.96K -120 -2%
NFG
171
Noven Financial Group
Colorado
$355K +$355K +7,160 New
RWA
172
Ropes Wealth Advisors
Massachusetts
$342K – – –
NAMP
173
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K – – –
WPC
174
Waters Parkerson & Co
Louisiana
$328K – – –
IA
175
IFP Advisors
Florida
$325K +$325K +6,548 New
5 6
7
8 9