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iShares Select U.S. REIT ETF

283 hedge funds and large institutions have $2.72B invested in iShares Select U.S. REIT ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $2.68B → $2.72B (+$35.7M)

0% more funds holding

Funds holding: 283283 (0)

1% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 90

1.53% less ownership

Funds ownership: 132.67%131.13% (-1.5%)

64% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $4.09M

Holders
283
Holders Change
Holders Change %
0%
% of All Funds
7.55%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
18
Increased
89
Reduced
90
Closed
16
Calls
$1.46M
Puts
$4.09M
Net Calls
-$2.64M
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Baldwin Wealth Partners
Massachusetts
$45K -$5.41K -100 -11%
SEI Investments
252
SEI Investments
Pennsylvania
$41K +$20.1K +372 +91%
PAI
253
Pittenger & Anderson Inc
Nebraska
$38K
LNB
254
Ledyard National Bank
$36K +$7.46K +138 +25%
PCIG
255
Partners Capital Investment Group
Massachusetts
$31K
BlackRock
256
BlackRock
New York
$29K +$108 +2 +0.4%
TWA
257
TCI Wealth Advisors
Arizona
$27K
ADL
258
Asset Dedication LLC
California
$25K
IF
259
Ironwood Financial
Arizona
$25K
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$23K
OSNBOA
261
Old Second National Bank of Aurora
Illinois
$22K
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
CFA
263
Carroll Financial Associates
North Carolina
$17K +$9.95K +184 +130%
AA
264
AlphaMark Advisors
Kentucky
$16K
BAM
265
Bruderman Asset Management
New York
$15K +$15.4K +284 New
WRM
266
Westport Resources Management
Connecticut
$13K
CP
267
Corbenic Partners
Pennsylvania
$12K
CCS
268
Crosspoint Capital Strategies
California
$12K
HDIM
269
Hanson & Doremus Investment Management
Vermont
$11K
DOA
270
D'Orazio & Associates
Virginia
$10K
OC
271
Oakworth Capital
Alabama
$10K
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$10K
MCM
273
MV Capital Management
Maryland
$9K
VNA
274
Valley National Advisers
Pennsylvania
$9K
SIG
275
Stanford Investment Group
California
$7K

ICF Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $2.72B — up 1.3% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ICF positions and 16 closed out — a net gain of 2 holders — while 89 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $76.1M. The largest seller was Premise Capital, cutting an estimated $21.5M.

  • 283 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $2.72B of iShares Select U.S. REIT ETF stock for Q3 2016, up 1.3% quarter-over-quarter.
  • 18 funds opened new iShares Select U.S. REIT ETF positions in Q3 2016 and 16 closed out, a net change of +2 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $76.1M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2016 was Premise Capital, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2016.