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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
31
Increased
88
Reduced
95
Closed
13
Calls
$1.06M
Puts
$6.37M
Net Calls
-$5.31M
Net Calls Change
-$575K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$54.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.9M
5
QA
5
Quantitative Advantage
Minnesota
$12.8M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$549M
2
SMA
2
Simply Money Advisors
Ohio
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M
4
Comerica Bank
4
Comerica Bank
Texas
$9.63M
5
Citigroup
5
Citigroup
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$549M 5,430,233 -236,747 -4%
Bank of America
2
Bank of America
North Carolina
$209M 2,068,629 +116,832 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$203M 2,003,454 -136,481 -6%
BFA
4
Beaumont Financial Advisors
Massachusetts
$99.1M 979,911 +979,911 New
Morgan Stanley
5
Morgan Stanley
New York
$70.9M 700,866 +131,341 +23%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$64.5M 637,891 +13,973 +2%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$63.6M 629,227 -65,993 -9%
M&T Bank
8
M&T Bank
New York
$59.3M 586,289 +58,525 +11%
AssetMark Inc
9
AssetMark Inc
California
$54.5M 539,249 +539,249 New
Wells Fargo
10
Wells Fargo
California
$52.2M 515,868 +48,844 +10%
UBS Group
11
UBS Group
Switzerland
$49.2M 486,601 -3,715 -0.8%
BIT
12
BlackRock Institutional Trust
California
$47.4M 469,134 +20,244 +5%
AIA
13
Arrow Investment Advisors
Maryland
$43.9M 434,146 -3,227 -0.7%
Creative Planning
14
Creative Planning
Kansas
$43.7M 431,886 +54,176 +14%
CFB
15
Cullen/Frost Bankers
Texas
$43.6M 430,978 +4,331 +1%
Goldman Sachs
16
Goldman Sachs
New York
$37.5M 371,060 +53,286 +17%
SIM
17
Sentry Investment Management
Wisconsin
$35.6M 352,400 +400 +0.1%
LPL Financial
18
LPL Financial
California
$35.6M 353,505 +126,568 +56%
TCT
19
TIAA CREF Trust
Missouri
$23.9M 236,732 -2,798 -1%
Citigroup
20
Citigroup
New York
$20.2M 199,686 -106,702 -35%
RJA
21
Raymond James & Associates
Florida
$18M 178,473 +5,550 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.2M 169,900 +137,189 +419%
FT
23
Fiduciary Trust
Massachusetts
$16.8M 166,569 -1,709 -1%
KeyBank National Association
24
KeyBank National Association
Ohio
$16.8M 165,887 +33,580 +25%
MA
25
MUFG Americas
New York
$15.9M 157,078 -14,784 -9%
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