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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
SEI Investments
251
SEI Investments
Pennsylvania
$21K -$1.52K -30 -7%
OSNBOA
252
Old Second National Bank of Aurora
Illinois
$21K
RE
253
RBC Europe
United Kingdom
$18.3K +$18.5K +364 New
VCM
254
Vigilant Capital Management
Maine
$18K +$17.7K +350 New
AA
255
AlphaMark Advisors
Kentucky
$15K
BA
256
Bristlecone Advisors
Washington
$15K +$14.8K +292 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$13K -$1.83K -36 -12%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$13K
CP
259
Corbenic Partners
Pennsylvania
$11K
OC
260
Oakworth Capital
Alabama
$10K
VNA
261
Valley National Advisers
Pennsylvania
$9K
MCM
262
MV Capital Management
Maryland
$8K -$1.01K -20 -12%
Simplex Trading
263
Simplex Trading
Illinois
$8K +$8.93K +176 New
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.5K +148 New
HS
265
Horan Securities
United States
$5K
SAM
266
Shamrock Asset Management
Texas
$5K +$4.67K +92 New
AWM
267
AllSquare Wealth Management
New York
$5K +$5.17K +102 New
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$4K
CFA
269
Carroll Financial Associates
North Carolina
$4K +$203 +4 +5%
FWM
270
Focused Wealth Management
New York
$3K
TDC
271
Thompson Davis & Co
Virginia
$2K
MWM
272
Mascoma Wealth Management
New Hampshire
$1K
SS
273
Simplicity Solutions
Minnesota
-$1.67M -33,104 Closed
EFS
274
Essex Financial Services
Connecticut
-$678K -13,416 Closed
FFA
275
First Foundation Advisors
California
-$327K -6,466 Closed

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.