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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

228 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
25
Increased
67
Reduced
93
Closed
17
Calls
$987K
Puts
$6.79M
Net Calls
-$5.8M
Net Calls Change
-$1.93M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$57.9M
2
BFA
2
BlackRock Fund Advisors
California
$333M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$9.59M
4
BIT
4
BlackRock Institutional Trust
California
$32.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M

Top Sellers

1
AFS
1
Aft Forsyth & Sober
Florida
$1.04M
2
SG Americas Securities
2
SG Americas Securities
New York
$6.85M
3
Barclays
3
Barclays
United Kingdom
$4.47M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
BOTW
5
Bank of the West
California
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
201
Transamerica Financial Advisors
Florida
$44K +$44K +1,054 New
SF
202
Synovus Financial
Georgia
$40K – – –
BPBT
203
Boston Private Bank & Trust
Massachusetts
$39K -$32.2K -774 -45%
QAM
204
QCI Asset Management
New York
$38K – – –
RFA
205
Reilly Financial Advisors
California
$37K – – –
BJ
206
Brouwer & Janachowski
California
$36K +$36K +886 New
LFR
207
Lehman Financial Resources
Pennsylvania
$33K – – –
WRM
208
Westport Resources Management
Connecticut
$29K – – –
FBT
209
Founders Bank & Trust
Michigan
$26K – – –
LNB
210
Ledyard National Bank
$26K +$2.58K +64 +11%
TWA
211
TCI Wealth Advisors
Arizona
$23K +$12.7K +306 +122%
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$16K -$1.93K -46 -11%
HCP
213
Holt Capital Partners
Texas
$16K – – –
CCM
214
Carderock Capital Management
Maryland
$14K +$14K +330 New
BRWM
215
B. Riley Wealth Management
Tennessee
$13K +$13K +320 New
CP
216
Corbenic Partners
Pennsylvania
$9K – – –
CFS
217
Community Financial System
New York
$9K – – –
BAM
218
Barrett Asset Management
New York
$8K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$6K -$1.1M -25,926 -99%
HDIM
220
Hanson & Doremus Investment Management
Vermont
$5K – – –
HRIA
221
Haberer Registered Investment Advisor
Ohio
$5K – – –
PFO
222
Pathstone Family Office
New Jersey
$4K – – –
RIA
223
Regal Investment Advisors
Michigan
$4K – – –
FWM
224
Focused Wealth Management
New York
$3K – – –
PSI
225
Pinnacle Summer Investments
Virginia
$2K -$3.15K -82 -61%
6 7 8
9
10