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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K

Top Buyers

1
ANTB
1
AMG National Trust Bank
Colorado
$66.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M
4
AG
4
Advisor Group
Arizona
$14.1M
5
LPL Financial
5
LPL Financial
California
$24.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$76.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RMC
3
Regis Management Company
California
$3.11M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22.8M
5
Mariner
5
Mariner
Kansas
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Garde Capital
Washington
$352K +$352K +6,244 New
JIR
177
James Investment Research
Ohio
$344K – – –
3AM
178
3D Asset Management
Connecticut
$343K -$4.17K -74 -1%
NCM
179
New Capital Management
Texas
$338K +$4.28K +76 +1%
BHWM
180
Bar Harbor Wealth Management
New Hampshire
$337K +$10K +178 +3%
TYCC
181
Texas Yale Capital Corp
Florida
$315K -$315K -5,600 -50%
LB
182
Landmark Bank
Missouri
$303K – – –
BRWA
183
B. Riley Wealth Advisors
Florida
$298K +$13.8K +244 +5%
William Blair & Company
184
William Blair & Company
Illinois
$297K – – –
Neuberger Berman Group
185
Neuberger Berman Group
New York
$295K +$30.4K +540 +11%
CFGS
186
Concourse Financial Group Securities
Alabama
$294K -$5.18K -92 -2%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$289K +$675 +12 +0.2%
WIA
188
Wealthstreet Investment Advisors
Texas
$286K – – –
CB
189
Commerce Bank
Missouri
$282K -$6.76K -120 -2%
EWM
190
Evercore Wealth Management
New York
$282K – – –
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$272K +$1.01K +18 +0.4%
MAFM
192
Mid Atlantic Financial Management
Pennsylvania
$269K +$16.9K +300 +7%
WIC
193
Whitegate Investment Counselors
New Hampshire
$265K – – –
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$257K +$48.7K +864 +23%
CCM
195
Colorado Capital Management
Colorado
$256K -$33.2K -590 -11%
HIS
196
Harvest Investment Services
Illinois
$248K -$80.3K -1,434 -24%
AAM
197
Autus Asset Management
Arizona
$247K +$1.13K +20 +0.5%
JA
198
JOYN Advisors
Georgia
$247K +$247K +4,372 New
1SB
199
1ST Source Bank
Indiana
$246K +$675 +12 +0.3%
CAL
200
Capital Analysts LLC
Pennsylvania
$240K +$17.4K +308 +8%
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8
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