ICF icon

iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.3M
2
Wells Fargo
2
Wells Fargo
California
$61.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
CPA
4
Capital Planning Advisors
California
$5.49M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$297K
3
DIP
3
DT Investment Partners
Pennsylvania
$1.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$401K +$74.8K +1,566 +23%
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$398K – – –
DADC
153
D.A. Davidson & Co
Montana
$397K +$79.8K +1,666 +25%
WCM
154
Windsor Capital Management
Arizona
$392K -$27.1K -566 -6%
WPC
155
Waters Parkerson & Co
Louisiana
$381K -$2.39K -50 -0.6%
JWA
156
JFS Wealth Advisors
Pennsylvania
$376K +$3.06K +64 +0.8%
UCFA
157
United Capital Financial Advisors
Texas
$371K -$32.4K -678 -8%
EIP
158
Ellis Investment Partners
Pennsylvania
$371K +$371K +7,770 New
NB
159
Nicolet Bankshares
Wisconsin
$352K – – –
SS
160
Simplicity Solutions
Minnesota
$348K +$348K +7,264 New
FNT
161
First National Trust
Pennsylvania
$342K – – –
VFA
162
Voya Financial Advisors
Connecticut
$339K -$21.2K -444 -6%
DSA
163
Droms Strauss Advisors
Missouri
$337K +$337K +7,058 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$334K +$21.1K +442 +7%
AIS
165
American Investment Services
Massachusetts
$325K -$5.74K -120 -2%
BF
166
BOK Financial
Oklahoma
$324K -$23.9K -500 -7%
HIS
167
Harvest Investment Services
Illinois
$320K +$320K +6,172 New
NEGWA
168
New England Guild Wealth Advisors
Connecticut
$316K +$287 +6 +0.1%
GCA
169
Gradient Capital Advisors
California
$313K – – –
PC
170
Premise Capital
Illinois
$312K +$297K +6,200 +1,975%
CG
171
Colony Group
Massachusetts
$312K +$312K +6,520 New
CT
172
Coastline Trust
Rhode Island
$305K +$305K +6,380 New
B
173
Bridgeworth
Alabama
$304K -$2.89K -68 -0.9%
3AM
174
3D Asset Management
Connecticut
$299K +$1.63K +34 +0.5%
SG Americas Securities
175
SG Americas Securities
New York
$297K -$18.9M -393,800 -98%
5 6
7
8 9