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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
176
Homrich & Berg
Georgia
$364K +$4.34K +86 +1%
Chevy Chase Trust
177
Chevy Chase Trust
Maryland
$364K +$364K +7,200 New
RWA
178
Ropes Wealth Advisors
Massachusetts
$352K +$352K +6,962 New
NAMP
179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$342K – – –
BSW
180
Buckingham Strategic Wealth
Missouri
$341K -$9.9K -196 -3%
WPC
181
Waters Parkerson & Co
Louisiana
$341K -$6.58K -130 -2%
FAAS
182
First Allied Advisory Services
California
$333K -$28.6K -566 -8%
CBN
183
Cadence Bank NA
Texas
$324K +$324K +6,398 New
CWM
184
Concert Wealth Management
California
$323K -$558K – –
BRWA
185
B. Riley Wealth Advisors
Florida
$321K – – –
SB
186
Suntrust Banks
Georgia
$310K – – –
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$301K -$45.6K -900 -13%
KT
188
Kanaly Trust
Texas
$289K – – –
Neuberger Berman Group
189
Neuberger Berman Group
New York
$286K – – –
IFA
190
Interactive Financial Advisors
Illinois
$274K +$12.4K +246 +5%
JIR
191
James Investment Research
Ohio
$273K – – –
SFA
192
Sequoia Financial Advisors
Ohio
$267K – – –
CL
193
Choreo LLC
Illinois
$265K +$101 +2 +0%
JIC
194
Johnson Investment Counsel
Ohio
$263K -$36.3K -720 -12%
HCM
195
Harvest Capital Management
New Hampshire
$259K -$34.9K -690 -12%
WB
196
Webster Bank
Connecticut
$252K – – –
BRWM
197
B. Riley Wealth Management
Tennessee
$251K +$229K +4,550 +1,058%
CFA
198
Cahill Financial Advisors
Minnesota
$242K – – –
GT
199
Glenmede Trust
Pennsylvania
$237K +$34.5K +686 +17%
CCMD
200
Cypress Capital Management (Delaware)
Delaware
$233K +$8.09K +160 +4%
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8
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