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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
Parallax Volatility Advisers
251
Parallax Volatility Advisers
California
$38K +$6.17K +120 +21%
PCIG
252
Partners Capital Investment Group
Massachusetts
$32K +$30.5K +594 New
LNB
253
Ledyard National Bank
$29K
BlackRock
254
BlackRock
New York
$29K +$8.74K +170 +45%
TWA
255
TCI Wealth Advisors
Arizona
$28K +$103 +2 +0.4%
ADL
256
Asset Dedication LLC
California
$26K
IF
257
Ironwood Financial
Arizona
$25K
SFPM
258
Sensible Financial Planning & Management
Massachusetts
$24K +$22.7K +442 New
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$23K
SEI Investments
260
SEI Investments
Pennsylvania
$22K -$48.4K -942 -70%
OSNBOA
261
Old Second National Bank of Aurora
Illinois
$22K
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$18.3K +356 New
AA
263
AlphaMark Advisors
Kentucky
$16K
WRM
264
Westport Resources Management
Connecticut
$13K
CP
265
Corbenic Partners
Pennsylvania
$12K
HDIM
266
Hanson & Doremus Investment Management
Vermont
$12K +$5.14K +100 +86%
CCS
267
Crosspoint Capital Strategies
California
$12K +$11.4K +222 New
TRCT
268
Tower Research Capital (TRC)
New York
$11K -$2.73M -53,026 -100%
DOA
269
D'Orazio & Associates
Virginia
$11K
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$11K
OC
271
Oakworth Capital
Alabama
$10K
MCM
272
MV Capital Management
Maryland
$9K -$26.7K -520 -75%
VNA
273
Valley National Advisers
Pennsylvania
$9K
SIG
274
Stanford Investment Group
California
$7K
CFA
275
Carroll Financial Associates
North Carolina
$7K +$411 +8 +6%

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.