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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K

Top Buyers

1
ANTB
1
AMG National Trust Bank
Colorado
$66.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M
4
AG
4
Advisor Group
Arizona
$14.1M
5
LPL Financial
5
LPL Financial
California
$24.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$76.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RMC
3
Regis Management Company
California
$3.11M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22.8M
5
Mariner
5
Mariner
Kansas
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$466K +$4.73K +84 +1%
SFA
152
Sequoia Financial Advisors
Ohio
$454K – – –
MI
153
Moneywise Inc
Virginia
$454K +$454K +8,064 New
WPC
154
Waters Parkerson & Co
Louisiana
$451K +$2.25K +40 +0.5%
NB
155
Nicolet Bankshares
Wisconsin
$448K – – –
CAL
156
Capital Advisors Ltd
Ohio
$447K -$377K -6,698 -46%
B
157
Bridgeworth
Alabama
$445K +$41.4K +734 +10%
WCM
158
Windsor Capital Management
Arizona
$438K -$9.9K -176 -2%
EIP
159
Ellis Investment Partners
Pennsylvania
$438K +$786 +14 +0.2%
VFA
160
Voya Financial Advisors
Connecticut
$438K +$8.08K +144 +2%
REMPR
161
Roof Eidam Maycock Peralta (REMP)
California
$429K – – –
First Trust Advisors
162
First Trust Advisors
Illinois
$424K +$62.1K +1,102 +17%
ASN
163
Advisory Services Network
Georgia
$422K +$42.9K +762 +11%
CG
164
Colony Group
Massachusetts
$419K – – –
SB
165
Suntrust Banks
Georgia
$397K -$70.4K -1,250 -15%
FAAS
166
First Allied Advisory Services
California
$391K +$11.3K +200 +3%
AF
167
Advisornet Financial
Minnesota
$391K +$352K +6,250 +895%
GCA
168
Gradient Capital Advisors
California
$369K – – –
NEGWA
169
New England Guild Wealth Advisors
Connecticut
$368K +$113 +2 +0%
DSA
170
Droms Strauss Advisors
Missouri
$367K – – –
FI
171
Financial Insights
Washington
$365K +$365K +6,248 New
CT
172
Coastline Trust
Rhode Island
$359K – – –
RJT
173
Raymond James Trust
Florida
$355K +$20.3K +360 +6%
SPIA
174
Steward Partners Investment Advisory
New York
$353K +$353K +6,276 New
AIS
175
American Investment Services
Massachusetts
$352K -$23.4K -416 -6%
5 6
7
8 9