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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.68%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$1.23M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$93.1M
2
ANTB
2
AMG National Trust Bank
Colorado
$75.7M
3
Jane Street
3
Jane Street
New York
$4.69M
4
Ameriprise
4
Ameriprise
Minnesota
$11.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.3M

Top Sellers

1
AG
1
Advisor Group
Arizona
$4.04M
2
FIG
2
FundX Investment Group
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
VF
4
Virtu Financial
New York
$0
5
JIC
5
Johnson Investment Counsel
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
176
Droms Strauss Advisors
Missouri
$390K – – –
CT
177
Coastline Trust
Rhode Island
$383K – – –
AIS
178
American Investment Services
Massachusetts
$375K – – –
GC
179
Garde Capital
Washington
$367K -$7.8K -130 -2%
NCM
180
New Capital Management
Texas
$362K +$1.92K +32 +0.5%
3AM
181
3D Asset Management
Connecticut
$357K -$8.77K -146 -2%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$352K -$6.72K -112 -2%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$352K +$44.5K +744 +14%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$343K +$56.5K +942 +20%
TYCC
185
Texas Yale Capital Corp
Florida
$336K – – –
LB
186
Landmark Bank
Missouri
$323K – – –
Neuberger Berman Group
187
Neuberger Berman Group
New York
$314K – – –
CMO
188
Covenant Multifamily Offices
Texas
$309K +$309K +5,154 New
BRWA
189
B. Riley Wealth Advisors
Florida
$308K -$8.89K -148 -3%
WIA
190
Wealthstreet Investment Advisors
Texas
$303K – – –
TA
191
Tiedemann Advisors
New York
$303K +$303K +5,042 New
CB
192
Commerce Bank
Missouri
$301K – – –
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$291K +$840 +14 +0.3%
SPC
194
Sigma Planning Corp
Michigan
$286K +$286K +4,770 New
WIC
195
Whitegate Investment Counselors
New Hampshire
$282K – – –
CAL
196
Capital Analysts LLC
Pennsylvania
$274K +$19.3K +322 +8%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
1SB
198
1ST Source Bank
Indiana
$264K +$1.2K +20 +0.5%
AAM
199
Autus Asset Management
Arizona
$261K -$1.8K -30 -0.7%
CSIA
200
Charles Schwab Investment Advisory
California
$256K +$256K +4,272 New
6 7
8
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