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iShares Select U.S. REIT ETF

273 hedge funds and large institutions have $2.06B invested in iShares Select U.S. REIT ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 80 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 125.44%126.5% (+1.1%)

3% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.19M

1% more capital invested

Capital invested by funds: $2.05B → $2.06B (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

6% less funds holding

Funds holding: 289273 (-16)

23% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 104

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
15
Increased
80
Reduced
104
Closed
29
Calls
$1.22M
Puts
$1.19M
Net Calls
+$31K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$83K +$22.7K +450 +38%
CPIG
227
Chicago Partners Investment Group
Illinois
$83K +$75.4K +1,494 +900%
ANBT
228
American National Bank & Trust
Texas
$82K -$66.9K -1,324 -45%
WT
229
Whittier Trust
California
$80K
SF
230
Synovus Financial
Georgia
$80K +$30.3K +600 +61%
FPFS
231
First Personal Financial Services
North Carolina
$74K
WB
232
Webster Bank
Connecticut
$70K
SJIM
233
St. Johns Investment Management
Florida
$68K
CFD
234
Creative Financial Designs
Indiana
$64K -$8.89K -176 -12%
QAM
235
QCI Asset Management
New York
$62K +$13.6K +270 +28%
Bessemer Group
236
Bessemer Group
New Jersey
$61K -$601K -11,900 -91%
MA
237
MCF Advisors
Kentucky
$57K
PMFA
238
Plante Moran Financial Advisors
Michigan
$55K
GI
239
Gradient Investments
Minnesota
$54K
AAM
240
Advisors Asset Management
Colorado
$53K
AOWM
241
Alpha Omega Wealth Management
Virginia
$53K
WIM
242
Westside Investment Management
California
$52K
PA
243
Parallel Advisors
California
$47K
RFA
244
Reilly Financial Advisors
California
$45K
WA
245
WFG Advisors
Texas
$44K +$1.41K +28 +3%
HNB
246
Huntington National Bank
Ohio
$40K
PAI
247
Pittenger & Anderson Inc
Nebraska
$37K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$35.9K
LNB
249
Ledyard National Bank
$34K
TWA
250
TCI Wealth Advisors
Arizona
$27K

ICF Hedge Fund Activity: Q2 2017 in Review

273 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2017, worth a combined $2.06B — up 0.82% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ICF and 15 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 80 added.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $16.6M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 273 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2017, down from 289 in Q1 2017.
  • Funds reported $2.06B of iShares Select U.S. REIT ETF stock for Q2 2017, up 0.82% quarter-over-quarter.
  • 15 funds opened new iShares Select U.S. REIT ETF positions in Q2 2017 and 29 closed out, a net change of -14 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2017 was Ballentine Partners, an estimated $16.6M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2017 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2017.