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iShares Select U.S. REIT ETF

283 hedge funds and large institutions have $2.68B invested in iShares Select U.S. REIT ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $5.55M | Put options by funds: $3.81M

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $2.47B → $2.68B (+$211M)

1.14% more ownership

Funds ownership: 131.52%132.67% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 96

1% more funds holding

Funds holding: 281283 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
283
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
7.55%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
21
Increased
98
Reduced
96
Closed
18
Calls
$5.55M
Puts
$3.81M
Net Calls
+$1.74M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$108K -$103K -2,008 -50%
BBHC
227
Brown Brothers Harriman & Co
New York
$108K
GT
228
Glenmede Trust
Pennsylvania
$108K
IWC
229
Integrated Wealth Counsel
California
$108K
CAL
230
Capital Analysts LLC
Pennsylvania
$97.4K -$103K -2,000 -53%
QAM
231
QCI Asset Management
New York
$89K +$45.6K +888 +117%
WT
232
Whittier Trust
California
$86K
SF
233
Synovus Financial
Georgia
$79K
FPFS
234
First Personal Financial Services
North Carolina
$79K +$75K +1,460 New
JIC
235
Joel Isaacson & Co
New York
$72K
SJIM
236
St. Johns Investment Management
Florida
$72K
PMFA
237
Plante Moran Financial Advisors
Michigan
$67K
MA
238
MCF Advisors
Kentucky
$64K
SSB
239
Sandy Spring Bank
Maryland
$64K
HNB
240
Huntington National Bank
Ohio
$61K
GI
241
Gradient Investments
Minnesota
$58K
AAM
242
Advisors Asset Management
Colorado
$56K +$51K +992 +1,984%
BWP
243
Baldwin Wealth Partners
Massachusetts
$51K
WA
244
WFG Advisors
Texas
$50K -$6.37K -124 -12%
RFA
245
Reilly Financial Advisors
California
$48K
MFBTD
246
MB Financial Bank - Trust Department
Illinois
$41K
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40K +$18.8K +366 +97%
PAI
248
Pittenger & Anderson Inc
Nebraska
$39K -$38.5K -750 -51%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$38.4K -$84.9K -1,652 -70%
ASN
250
Advisory Services Network
Georgia
$38K +$1.54K +30 +5%

ICF Hedge Fund Activity: Q2 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2016, worth a combined $2.68B — up 8.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ICF positions and 18 closed out — a net gain of 3 holders — while 98 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $37.5M. The largest seller was JP Morgan Chase, cutting an estimated $27.3M.

  • 283 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2016, up from 281 in Q1 2016.
  • Funds reported $2.68B of iShares Select U.S. REIT ETF stock for Q2 2016, up 8.6% quarter-over-quarter.
  • 21 funds opened new iShares Select U.S. REIT ETF positions in Q2 2016 and 18 closed out, a net change of +3 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $37.5M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2016 was JP Morgan Chase, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2016.