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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

254 hedge funds and large institutions have $1.89B invested in iShares Select U.S. REIT ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
7.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
17
Increased
66
Reduced
98
Closed
18
Calls
$1.33M
Puts
$1.54M
Net Calls
-$204K
Net Calls Change
+$137K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
M&T Bank
3
M&T Bank
New York
$56.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.4M
5
Wells Fargo
5
Wells Fargo
California
$29M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$517M
2
Citigroup
2
Citigroup
New York
$8.4M
3
RJA
3
Raymond James & Associates
Florida
$3.42M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
Comerica Bank
5
Comerica Bank
Texas
$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
201
TD Ameritrade Investment Management
Nebraska
$84K +$2.5K +54 +3%
PAI
202
Pittenger & Anderson Inc
Nebraska
$81K – – –
WT
203
Whittier Trust
California
$73K – – –
SF
204
Synovus Financial
Georgia
$68K – – –
JIC
205
Joel Isaacson & Co
New York
$62K – – –
SJIM
206
St. Johns Investment Management
Florida
$62K – – –
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$59K – – –
MA
208
MCF Advisors
Kentucky
$56K +$371 +8 +0.7%
CAL
209
Capital Analysts LLC
Pennsylvania
$55.6K -$4.2M -90,770 -99%
HNB
210
Huntington National Bank
Ohio
$52K -$72K – –
WA
211
WFG Advisors
Texas
$51K – – –
GI
212
Gradient Investments
Minnesota
$50K – – –
MCM
213
MV Capital Management
Maryland
$42K – – –
RFA
214
Reilly Financial Advisors
California
$41K – – –
LFR
215
Lehman Financial Resources
Pennsylvania
$37K – – –
QAM
216
QCI Asset Management
New York
$35K – – –
RIA
217
Regal Investment Advisors
Michigan
$34K +$20.6K +450 +154%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$34K +$34K +726 New
WRM
219
Westport Resources Management
Connecticut
$32K – – –
LNB
220
Ledyard National Bank
$25K – – –
TWA
221
TCI Wealth Advisors
Arizona
$24K +$93 +2 +0.4%
ASN
222
Advisory Services Network
Georgia
$22K – – –
IF
223
Ironwood Financial
Arizona
$22K – – –
HCP
224
Holt Capital Partners
Texas
$19K – – –
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$19K – – –
7 8
9
10 11