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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.3M
2
Wells Fargo
2
Wells Fargo
California
$61.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
CPA
4
Capital Planning Advisors
California
$5.49M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$297K
3
DIP
3
DT Investment Partners
Pennsylvania
$1.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
176
James Investment Research
Ohio
$292K – – –
BRWA
177
B. Riley Wealth Advisors
Florida
$288K +$1.15K +24 +0.4%
BHWM
178
Bar Harbor Wealth Management
New Hampshire
$288K +$51.5K +1,076 +22%
NCM
179
New Capital Management
Texas
$284K -$3.26K -68 -1%
CB
180
Commerce Bank
Missouri
$273K -$31.1K -650 -10%
TYCC
181
Texas Yale Capital Corp
Florida
$268K – – –
WIA
182
Wealthstreet Investment Advisors
Texas
$261K -$1.49M -28,890 -85%
AIA
183
Alera Investment Advisors
Illinois
$261K +$261K +5,450 New
LB
184
Landmark Bank
Missouri
$258K – – –
BTS
185
BB&T Securities
Virginia
$257K -$1.53K -32 -0.6%
William Blair & Company
186
William Blair & Company
Illinois
$252K -$87.1K -1,820 -26%
SFA
187
Sequoia Financial Advisors
Ohio
$252K – – –
CCM
188
Colorado Capital Management
Colorado
$250K -$41.3K -864 -14%
ASN
189
Advisory Services Network
Georgia
$250K -$30.4K -636 -11%
RJT
190
Raymond James Trust
Florida
$246K -$4.3K -90 -2%
EWM
191
Evercore Wealth Management
New York
$239K – – –
OIA
192
OneDigital Investment Advisors
Kansas
$234K +$148K +3,080 +171%
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$233K +$233K +4,870 New
WIC
194
Whitegate Investment Counselors
New Hampshire
$229K +$229K +4,790 New
Neuberger Berman Group
195
Neuberger Berman Group
New York
$225K – – –
ATC
196
Argent Trust Co
Tennessee
$220K -$120K -2,514 -35%
SF
197
Synovus Financial
Georgia
$219K +$64.9K +1,354 +42%
MAFM
198
Mid Atlantic Financial Management
Pennsylvania
$219K +$219K +4,578 New
AAM
199
Autus Asset Management
Arizona
$216K -$5.26K -110 -2%
CS
200
Comerica Securities
Michigan
$208K -$11.9K -248 -5%
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