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iShares Select U.S. REIT ETF

272 hedge funds and large institutions have $2.01B invested in iShares Select U.S. REIT ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

7% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.25M

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.22% less ownership

Funds ownership: 126.5%126.28% (-0.22%)

0% less funds holding

Funds holding: 273272 (-1)

3% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$54.5M)

28% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 104

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
23
Increased
75
Reduced
104
Closed
18
Calls
$1.34M
Puts
$1.25M
Net Calls
+$93K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$80K
FHA
227
First Horizon Advisors
Tennessee
$73K -$87.4K -1,724 -54%
FPFS
228
First Personal Financial Services
North Carolina
$73K
DSC
229
Duncker Streett & Co
Missouri
$71K -$30K -592 -29%
Manulife (Manufacturers Life Insurance)
230
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68K -$14.9K -294 -18%
SJIM
231
St. Johns Investment Management
Florida
$67K
CFD
232
Creative Financial Designs
Indiana
$63K +$203 +4 +0.3%
Bessemer Group
233
Bessemer Group
New Jersey
$60K
MA
234
MCF Advisors
Kentucky
$57K
PMFA
235
Plante Moran Financial Advisors
Michigan
$55K
WIM
236
Westside Investment Management
California
$53.3K
AOWM
237
Alpha Omega Wealth Management
Virginia
$48K -$4.77K -94 -9%
PA
238
Parallel Advisors
California
$48K
WEC
239
Winslow Evans & Crocker
Massachusetts
$47.3K -$68.2K -1,344 -59%
RFA
240
Reilly Financial Advisors
California
$45K
CPIG
241
Chicago Partners Investment Group
Illinois
$42K -$42.1K -830 -50%
HNB
242
Huntington National Bank
Ohio
$40K
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$35.7K
QAM
244
QCI Asset Management
New York
$34K -$27.9K -550 -45%
LNB
245
Ledyard National Bank
$34K
PAI
246
Pittenger & Anderson Inc
Nebraska
$30K -$6.59K -130 -18%
TWA
247
TCI Wealth Advisors
Arizona
$27K +$101 +2 +0.4%
ADL
248
Asset Dedication LLC
California
$24K
IF
249
Ironwood Financial
Arizona
$24K
BFEC
250
Benjamin F. Edwards & Company
Missouri
$23K

ICF Hedge Fund Activity: Q3 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2017, worth a combined $2.01B — down 2.6% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICF positions and 18 closed out — a net gain of 5 holders — while 75 added to existing stakes and 104 trimmed.

The largest buyer was SII Investments, adding an estimated $14.2M. The largest seller was Bank of America, cutting an estimated $34.8M.

  • 272 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2017, down from 273 in Q2 2017.
  • Funds reported $2.01B of iShares Select U.S. REIT ETF stock for Q3 2017, down 2.6% quarter-over-quarter.
  • 23 funds opened new iShares Select U.S. REIT ETF positions in Q3 2017 and 18 closed out, a net change of +5 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2017 was SII Investments, an estimated $14.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2017 was Bank of America, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2017.