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iShares Select U.S. REIT ETF

281 hedge funds and large institutions have $2.47B invested in iShares Select U.S. REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more capital invested

Capital invested by funds: $2.33B → $2.47B (+$142M)

1.78% more ownership

Funds ownership: 129.74%131.52% (+1.8%)

1% more funds holding

Funds holding: 279281 (+2)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

27% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $5.58M

Holders
281
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
7.49%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
23
Increased
88
Reduced
108
Closed
17
Calls
$4.08M
Puts
$5.58M
Net Calls
-$1.51M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Counsel
California
$103K -$5.78K -120 -6%
BBHC
227
Brown Brothers Harriman & Co
New York
$103K
MFT
228
Moisand Fitzgerald Tamayo
Florida
$100K
IWMPD
229
Integrated Wealth Management (Palm Desert)
California
$98K +$1.93K +40 +2%
WT
230
Whittier Trust
California
$82K
SF
231
Synovus Financial
Georgia
$77K
PAI
232
Pittenger & Anderson Inc
Nebraska
$76K -$8.19K -170 -10%
WCM
233
Wealthcare Capital Management
Virginia
$74K +$69.1K +1,434 New
SEI Investments
234
SEI Investments
Pennsylvania
$70K +$40K +830 +160%
JIC
235
Joel Isaacson & Co
New York
$69K
SJIM
236
St. Johns Investment Management
Florida
$69K
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$66K
PMFA
238
Plante Moran Financial Advisors
Michigan
$64K -$124K -2,566 -68%
SSB
239
Sandy Spring Bank
Maryland
$61K -$21.3K -442 -27%
MA
240
MCF Advisors
Kentucky
$61K -$3.57K -74 -6%
HNB
241
Huntington National Bank
Ohio
$57K
GBBWRPM
242
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K +$53K +1,100 New
GI
243
Gradient Investments
Minnesota
$55K
WA
244
WFG Advisors
Texas
$54K -$2.99K -62 -6%
BWP
245
Baldwin Wealth Partners
Massachusetts
$49K +$45.8K +950 New
RFA
246
Reilly Financial Advisors
California
$46K
MFBTD
247
MB Financial Bank - Trust Department
Illinois
$39K -$410K -8,500 -92%
QAM
248
QCI Asset Management
New York
$39K
MCM
249
MV Capital Management
Maryland
$36K -$10.9K -226 -25%
ASN
250
Advisory Services Network
Georgia
$34K +$96 +2 +0.3%

ICF Hedge Fund Activity: Q1 2016 in Review

281 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2016, worth a combined $2.47B — up 6.1% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICF positions and 17 closed out — a net gain of 6 holders — while 88 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $38.1M. The largest seller was BlackRock Institutional Trust, cutting an estimated $36.8M.

  • 281 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2016, up from 279 in Q4 2015.
  • Funds reported $2.47B of iShares Select U.S. REIT ETF stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 23 funds opened new iShares Select U.S. REIT ETF positions in Q1 2016 and 17 closed out, a net change of +6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $38.1M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2016.