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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.3M
2
Wells Fargo
2
Wells Fargo
California
$61.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M
4
CPA
4
Capital Planning Advisors
California
$5.49M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$297K
3
DIP
3
DT Investment Partners
Pennsylvania
$1.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
201
Hemenway Trust Hemenway Trust
New Hampshire
$207K – – –
HB
202
Homrich & Berg
Georgia
$201K – – –
SAM
203
SP Asset Management
California
$197K +$2K +42 +1%
CAL
204
Capital Analysts LLC
Pennsylvania
$192K +$57.3K +1,200 +43%
BBHC
205
Brown Brothers Harriman & Co
New York
$192K +$192K +4,010 New
JA
206
JOYN Advisors
Georgia
$182K -$280K -5,860 -61%
PCG
207
Private Capital Group
Connecticut
$167K – – –
RWA
208
Ropes Wealth Advisors
Massachusetts
$163K -$126K -2,640 -44%
NSIM
209
North Star Investment Management
Illinois
$163K – – –
SWM
210
SeaCrest Wealth Management
New York
$158K +$104K +2,184 +195%
SNT
211
Security National Trust
West Virginia
$144K – – –
JFGIW
212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$92.2K +1,924 +178%
CFA
213
Clarfeld Financial Advisors
New York
$143K +$143K +2,990 New
BC
214
Bartlett & Co
Ohio
$138K – – –
MCM
215
MV Capital Management
Maryland
$138K +$132K +2,740 +2,045%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$138K – – –
GWM
217
Geneos Wealth Management
Colorado
$137K +$95 +2 +0.1%
CFGS
218
Concourse Financial Group Securities
Alabama
$135K +$82.9K +1,736 +159%
FPS
219
Fieldpoint Private Securities
Connecticut
$130K – – –
RCAG
220
Rehmann Capital Advisory Group
Michigan
$129K +$125K +2,620 +3,119%
UBS AM
221
UBS AM
Illinois
$100K – – –
SJIM
222
St. Johns Investment Management
Florida
$94K – – –
MFT
223
Moisand Fitzgerald Tamayo
Florida
$93K – – –
APA
224
American Portfolios Advisors
New York
$88.7K +$9.47K +198 +12%
AIM
225
Anchor Investment Management
South Carolina
$86K – – –
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9
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