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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.47B invested in iShares Select U.S. REIT ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% 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
22
Increased
88
Reduced
108
Closed
17
Calls
$4.08M
Puts
$5.58M
Net Calls
-$1.51M
Net Calls Change
-$2.15M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$801M
2
PC
Premise Capital
Illinois
$14.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.5M
4
M&T Bank
M&T Bank
New York
$76.6M
5
DIP
DT Investment Partners
Pennsylvania
$18.1M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$19.6M
2
BlackRock
BlackRock
New York
$19K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.7M
4
Creative Planning
Creative Planning
Kansas
$47.7M
5
FWCM
Ferguson Wellman Capital Management
Oregon
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
176
Bahl & Gaynor
Ohio
$343K +$123K +2,380 +56%
WPC
177
Waters Parkerson & Co
Louisiana
$342K +$1.03K +20 +0.3%
NFG
178
Next Financial Group
Texas
$317K +$3.19K +62 +1%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$314K -$62.3K -1,210 -17%
SS
180
Simplicity Solutions
Minnesota
$308K -$1.23M -23,758 -80%
KT
181
Kanaly Trust
Texas
$295K – – –
OWD
182
Osborn Williams & Donohoe
Ohio
$279K – – –
JIC
183
Johnson Investment Counsel
Ohio
$279K +$18K +350 +7%
NFG
184
Noven Financial Group
Colorado
$278K -$91.7K -1,776 -25%
SFA
185
Sequoia Financial Advisors
Ohio
$272K – – –
VFA
186
Voya Financial Advisors
Connecticut
$265K +$37.5K +732 +16%
HCM
187
Harvest Capital Management
New Hampshire
$264K – – –
MPI
188
Mairs & Power Inc
Minnesota
$259K – – –
DWT
189
Dorsey & Whitney Trust
South Dakota
$259K – – –
GI
190
Glovista Investments
New Jersey
$258K -$155K -3,000 -38%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$256K -$36.1K -700 -12%
CP
192
Camelot Portfolios
Ohio
$252K -$15.3K -296 -6%
HB
193
Homrich & Berg
Georgia
$245K -$174K -3,374 -42%
BSW
194
Buckingham Strategic Wealth
Missouri
$245K -$27K -522 -10%
CL
195
Choreo LLC
Illinois
$245K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$242K -$4.12K -80 -2%
CCMD
197
Cypress Capital Management (Delaware)
Delaware
$241K – – –
LW
198
Linscomb Wealth
Texas
$241K +$241K +4,682 New
FA
199
FDx Advisors
Illinois
$240K +$12.2K +236 +5%
TYCC
200
Texas Yale Capital Corp
Florida
$231K – – –
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8
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