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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
31
Increased
81
Reduced
82
Closed
15
Calls
$795K
Puts
$13.8M
Net Calls
-$13M
Net Calls Change
-$7.19M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$27.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.2M
3
U
3
UBS
Switzerland
$37.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M

Top Sellers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$53.7M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$68.9M
4
CS
4
Credit Suisse
Switzerland
$297K
5
1IA
5
1834 Investment Advisors
Wisconsin
$386K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
MCF Advisors
Kentucky
$251K -$7.49K -182 -3%
Neuberger Berman Group
177
Neuberger Berman Group
New York
$247K – – –
PVH
178
Psagot Value Holdings
Israel
$242K -$26.2K -600 -10%
HB
179
Homrich & Berg
Georgia
$239K – – –
JIR
180
James Investment Research
Ohio
$236K -$17.5K -400 -7%
SFA
181
Sequoia Financial Advisors
Ohio
$230K – – –
HCM
182
Harvest Capital Management
New Hampshire
$223K – – –
RJT
183
Raymond James Trust
Florida
$221K +$175 +4 +0.1%
WB
184
Webster Bank
Connecticut
$217K -$9.59K -220 -4%
BSW
185
Buckingham Strategic Wealth
Missouri
$215K +$215K +4,916 New
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$211K -$33.2K -762 -14%
AIM
187
Acropolis Investment Management
Missouri
$204K -$28.8K -660 -12%
CAL
188
Capital Advisors Ltd
Ohio
$184K – – –
FHA
189
First Horizon Advisors
Tennessee
$169K +$1.75K +40 +1%
MFS
190
MSI Financial Services
Massachusetts
$161K -$50.5K -1,154 -24%
PSUF
191
People's United Financial
Connecticut
$159K – – –
M&T Bank
192
M&T Bank
New York
$159K +$85.6K +1,956 +117%
IPC
193
Independent Portfolio Consultants
Florida
$157K +$157K +3,596 New
NSIM
194
North Star Investment Management
Illinois
$148K – – –
SNT
195
Security National Trust
West Virginia
$131K – – –
DADC
196
D.A. Davidson & Co
Montana
$121K +$2.85K +66 +2%
DSC
197
Duncker Streett & Co
Missouri
$118K +$263 +6 +0.2%
SSB
198
Sandy Spring Bank
Maryland
$105K – – –
PAI
199
Pittenger & Anderson Inc
Nebraska
$103K +$103K +2,350 New
MBT
200
Monroe Bank & Trust
Michigan
$99K -$376K -8,658 -79%
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8
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