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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
31
Increased
81
Reduced
82
Closed
15
Calls
$795K
Puts
$13.8M
Net Calls
-$13M
Net Calls Change
-$7.19M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$27.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.2M
3
U
3
UBS
Switzerland
$37.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M

Top Sellers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$53.7M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$68.9M
4
CS
4
Credit Suisse
Switzerland
$297K
5
1IA
5
1834 Investment Advisors
Wisconsin
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$357M 4,092,075 +37,907 +0.9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$194M 2,227,060 +80,606 +4%
Bank of America
3
Bank of America
North Carolina
$158M 1,807,285 +105,574 +6%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$68.9M 789,051 -56,880 -7%
Goldman Sachs
5
Goldman Sachs
New York
$53.7M 615,107 -89,350 -13%
Morgan Stanley
6
Morgan Stanley
New York
$48.6M 556,913 +103,780 +23%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$42.8M 490,626 +24,648 +5%
U
8
UBS
Switzerland
$37.2M 425,622 +216,561 +104%
BIT
9
BlackRock Institutional Trust
California
$36.4M 416,514 +23,656 +6%
CFB
10
Cullen/Frost Bankers
Texas
$35.6M 407,749 +6,813 +2%
SIM
11
Sentry Investment Management
Wisconsin
$29.5M 337,650 -200 -0.1%
Wells Fargo
12
Wells Fargo
California
$29.1M 333,697 +20,421 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.8M 329,997 +214,336 +185%
SAS
14
Sage Advisory Services
Texas
$27.5M 315,051 +315,051 New
LPL Financial
15
LPL Financial
California
$25M 285,707 +69,043 +32%
BFA
16
Beaumont Financial Advisors
Massachusetts
$24.2M 276,871 +276,871 New
WT
17
Wilmington Trust
Delaware
$22.7M 259,881 -437 -0.2%
Creative Planning
18
Creative Planning
Kansas
$22.4M 257,051 -10,607 -4%
TCT
19
TIAA CREF Trust
Missouri
$20.6M 236,028 -6,959 -3%
WTNA
20
Wilmington Trust National Association
Delaware
$19.1M 219,131 +1,436 +0.7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$18.7M 214,182 +190,062 +788%
DWA
22
Dorsey Wright & Associates
California
$16.3M 186,534 +186,534 New
AIA
23
Arrow Investment Advisors
Maryland
$16.2M 185,000 +185,000 New
MA
24
MUFG Americas
New York
$16M 183,278 -13,489 -7%
FT
25
Fiduciary Trust
Massachusetts
$14.9M 170,079 +1,494 +0.9%
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