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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

283 hedge funds and large institutions have $1.5B invested in iShares Select U.S. REIT ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
6.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
42
Reduced
126
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$6.9M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.1M
3
SG Americas Securities
SG Americas Securities
New York
$11.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.28M
5
Morgan Stanley
Morgan Stanley
New York
$44.5M

Top Sellers

1
BlackRock
BlackRock
New York
$572M
2
TF
TIAA FSB
Florida
$14.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
4
Bank of America
Bank of America
North Carolina
$84.9M
5
EVM
Eaton Vance Management
Massachusetts
$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$248K +$6.3K +126 +3%
AWM
177
AE Wealth Management
Kansas
$244K -$50.7K -1,014 -17%
FNBOO
178
First National Bank of Omaha
Nebraska
$242K -$50.9K -1,020 -17%
WIC
179
Whitegate Investment Counselors
New Hampshire
$239K – – –
AAM
180
Autus Asset Management
Arizona
$237K -$28.3K -566 -11%
CS
181
Comerica Securities
Michigan
$235K -$88K -1,748 -27%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$235K – – –
SAM
183
SP Asset Management
California
$235K +$235K +4,704 New
PC
184
Premise Capital
Illinois
$233K +$112K +2,248 +93%
BTNA
185
Bremer Trust National Association
Minnesota
$232K – – –
FA
186
FDx Advisors
Illinois
$230K -$686K -13,758 -75%
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
SB
188
Simmons Bank
Arkansas
$222K – – –
HTHT
189
Hemenway Trust Hemenway Trust
New Hampshire
$216K – – –
HB
190
Homrich & Berg
Georgia
$210K -$56.5K -1,130 -21%
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$204K – – –
MPI
192
Mairs & Power Inc
Minnesota
$201K +$201K +4,026 New
Fiera Capital (Canada)
193
Fiera Capital (Canada)
Quebec, Canada
$200K +$200K +3,998 New
CA
194
Clearstead Advisors
Ohio
$200K +$200K +4,000 New
Deutsche Bank
195
Deutsche Bank
Germany
$179K -$4.63M -93,152 -96%
NSIM
196
North Star Investment Management
Illinois
$170K – – –
PCG
197
Private Capital Group
Connecticut
$168K -$11.5K -230 -6%
SF
198
Synovus Financial
Georgia
$160K – – –
SNT
199
Security National Trust
West Virginia
$150K – – –
BCWM
200
Bartlett & Co Wealth Management
Ohio
$145K – – –
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8
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