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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

288 hedge funds and large institutions have $2.04B invested in iShares Select U.S. REIT ETF in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
29
Increased
69
Reduced
124
Closed
23
Calls
$1.32M
Puts
$2.49M
Net Calls
-$1.18M
Net Calls Change
-$239K

Top Buyers

1
BlackRock
1
BlackRock
New York
$596M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
Citigroup
3
Citigroup
New York
$22.8M
4
ANTB
4
AMG National Trust Bank
Colorado
$41.5M
5
PC
5
Premise Capital
Illinois
$9.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$47.8M
5
FA
5
FDx Advisors
Illinois
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
176
James Investment Research
Ohio
$304K -$204K -4,100 -40%
RWA
177
Ropes Wealth Advisors
Massachusetts
$302K -$27.1K -542 -8%
NCM
178
New Capital Management
Texas
$300K +$2.39K +48 +0.8%
AAM
179
Autus Asset Management
Arizona
$293K -$5.99K -120 -2%
DADC
180
D.A. Davidson & Co
Montana
$292K -$18.8K -378 -6%
TYCC
181
Texas Yale Capital Corp
Florida
$279K – – –
WIC
182
Whitegate Investment Counselors
New Hampshire
$271K -$996 -20 -0.4%
OWD
183
Osborn Williams & Donohoe
Ohio
$269K – – –
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$267K +$18.1K +362 +7%
SFA
185
Sequoia Financial Advisors
Ohio
$263K – – –
MAS
186
Managed Account Services
Florida
$260K – – –
CCMD
187
Cypress Capital Management (Delaware)
Delaware
$255K -$10.5K -210 -4%
DWT
188
Dorsey & Whitney Trust
South Dakota
$251K – – –
MPI
189
Mairs & Power Inc
Minnesota
$251K – – –
PGFC
190
Peapack-Gladstone Financial Corp
New Jersey
$251K +$10.9K +218 +5%
WAS
191
WESPAC Advisors SoCal
California
$249K -$24.9K -500 -9%
BHWM
192
Bar Harbor Wealth Management
New Hampshire
$247K -$7.98K -160 -3%
WI
193
WBI Investments
New Jersey
$247K +$247K +4,946 New
SPIA
194
Steward Partners Investment Advisory
New York
$235K +$235K +4,728 New
Neuberger Berman Group
195
Neuberger Berman Group
New York
$234K -$12.9K -260 -5%
BTS
196
BB&T Securities
Virginia
$232K -$39.1K -784 -14%
PTC
197
Private Trust Company
Ohio
$230K +$14K +280 +6%
PFS
198
Prospera Financial Services
Texas
$227K +$22.1K +442 +11%
RWA
199
RGT Wealth Advisors
Texas
$217K -$147K -2,942 -40%
PWLP
200
Prio Wealth Limited Partnership
Massachusetts
$215K +$215K +4,324 New
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8
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