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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

283 hedge funds and large institutions have $1.5B invested in iShares Select U.S. REIT ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 126 reducing their positions, and 24 closing their positions.

Holders
283
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
6.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
42
Reduced
126
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$6.9M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$5.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$11.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$572M
2
TF
2
TIAA FSB
Florida
$14.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.9M
4
Bank of America
4
Bank of America
North Carolina
$84.9M
5
EVM
5
Eaton Vance Management
Massachusetts
$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
BOK Financial
Oklahoma
$364K – – –
FNT
152
First National Trust
Pennsylvania
$362K – – –
RFC
153
Regions Financial Corp
Alabama
$345K – – –
NFG
154
Next Financial Group
Texas
$336K -$165K -3,316 -33%
NEGWA
155
New England Guild Wealth Advisors
Connecticut
$330K -$8.49K -170 -3%
3AM
156
3D Asset Management
Connecticut
$327K -$3.2K -64 -1%
GCA
157
Gradient Capital Advisors
California
$327K – – –
B
158
Bridgeworth
Alabama
$321K -$38.6K -774 -11%
BAM
159
Belpointe Asset Management
Nevada
$321K +$321K +6,436 New
CA
160
Cetera Advisors
Colorado
$319K -$17.6K -356 -5%
BRWA
161
B. Riley Wealth Advisors
Florida
$308K +$38.2K +764 +14%
JIR
162
James Investment Research
Ohio
$305K – – –
CCM
163
Colorado Capital Management
Colorado
$304K – – –
RWA
164
Ropes Wealth Advisors
Massachusetts
$302K – – –
NCM
165
New Capital Management
Texas
$297K -$13.8K -276 -4%
ASN
166
Advisory Services Network
Georgia
$292K -$1.6K -32 -0.5%
ABC
167
Associated Banc-Corp
Wisconsin
$287K – – –
BTS
168
BB&T Securities
Virginia
$284K -$3.39K -68 -1%
PCIG
169
Partners Capital Investment Group
Massachusetts
$284K – – –
TYCC
170
Texas Yale Capital Corp
Florida
$280K – – –
LB
171
Landmark Bank
Missouri
$269K +$269K +5,386 New
SFA
172
Sequoia Financial Advisors
Ohio
$263K – – –
RJT
173
Raymond James Trust
Florida
$262K – – –
CBN
174
Cadence Bank NA
Texas
$257K -$12.4K -248 -5%
FAAS
175
First Allied Advisory Services
California
$253K +$19.4K +390 +8%
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7
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