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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

222 hedge funds and large institutions have $1.33B invested in iShares Select U.S. REIT ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
29
Increased
59
Reduced
89
Closed
14
Calls
$867K
Puts
$4.74M
Net Calls
-$3.87M
Net Calls Change
-$8.76M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$273M
2
SG Americas Securities
SG Americas Securities
New York
$21.2M
3
Barclays
Barclays
United Kingdom
$12.3M
4
BlackRock
BlackRock
New York
$7.64M
5
BOTW
Bank of the West
California
$5.77M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37M
3
BFA
Beaumont Financial Advisors
Massachusetts
$0
4
Bank of America
Bank of America
North Carolina
$132M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
201
Ledyard National Bank
$22K – – –
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$16.4K +$16.4K +440 New
Parallax Volatility Advisers
203
Parallax Volatility Advisers
California
$16K +$16K +428 New
HCP
204
Holt Capital Partners
Texas
$15K +$15K +400 New
ASN
205
Advisory Services Network
Georgia
$14K +$14K +380 New
CFA
206
Camarda Financial Advisors
Florida
$10K – – –
AC
207
Alexandria Capital
Virginia
$10K – – –
TWA
208
TCI Wealth Advisors
Arizona
$9K -$576 -16 -6%
CFS
209
Community Financial System
New York
$8K – – –
CP
210
Corbenic Partners
Pennsylvania
$8K – – –
HNB
211
Huntington National Bank
Ohio
$7K -$26K – –
BAM
212
Barrett Asset Management
New York
$7K – – –
PSI
213
Pinnacle Summer Investments
Virginia
$5K – – –
PFO
214
Pathstone Family Office
New Jersey
$4K – – –
HDIM
215
Hanson & Doremus Investment Management
Vermont
$4K – – –
RIA
216
Regal Investment Advisors
Michigan
$4K – – –
HRIA
217
Haberer Registered Investment Advisor
Ohio
$4K – – –
WF
218
WealthTrust Fairport
Ohio
$2K -$960 -24 -32%
FWM
219
Focused Wealth Management
New York
$2K – – –
BFEC
220
Benjamin F. Edwards & Company
Missouri
$2K +$2K +56 New
SHWM
221
Smith & Howard Wealth Management
Georgia
$1K – – –
TDC
222
Thompson Davis & Co
Virginia
$1K +$1K +22 New
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249 +$249 +6,672 New
BFA
224
Beaumont Financial Advisors
Massachusetts
– -$14.2M -370,368 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
– -$3.5M -91,048 Closed
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