We are live on ! Find out more
ICF icon

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
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
-$835K -16,528 Closed
Brown Advisory
277
Brown Advisory
Maryland
-$753K -15,118 Closed
GI
278
Glovista Investments
New Jersey
-$519K -10,400 Closed
SB
279
Simmons Bank
Arkansas
-$461K -9,250 Closed
Principal Financial Group
280
Principal Financial Group
Iowa
-$397K -7,974 Closed
Fisher Asset Management
281
Fisher Asset Management
Washington
-$365K -7,308 Closed
1SB
282
1ST Source Bank
Indiana
-$310K -6,222 Closed
IH
283
IFC Holdings
Florida
-$214K -4,332 Closed
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
-$215K -4,324 Closed
BRWA
285
B. Riley Wealth Advisors
Florida
-$210K -4,194 Closed
Members Trust
286
Members Trust
Florida
-$207K -4,156 Closed
CL
287
Choreo LLC
Illinois
-$206K -4,132 Closed
FAAS
288
First Allied Advisory Services
California
-$200K -4,010 Closed
FPTW
289
Franklin, Parlapiano, Turner & Welch
Texas
-$152K -3,040 Closed
SQA
290
Simon Quick Advisors
New Jersey
-$141K -2,832 Closed
FPS
291
Fieldpoint Private Securities
Connecticut
-$137K -2,742 Closed
BBHC
292
Brown Brothers Harriman & Co
New York
-$100K -2,000 Closed
CG
293
Cutler Group
California
-$92.5K -1,832 Closed
MCM
294
McRae Capital Management
New Jersey
-$25K -500 Closed
HDIM
295
Hanson & Doremus Investment Management
Vermont
-$22K -450 Closed
HCA
296
Harbour Capital Advisors
Virginia
-$16.1K -322 Closed
HA
297
Harfst & Associates
Wyoming
-$11K -236 Closed
OAM
298
Oppenheimer Asset Management
New York
-$9K -186 Closed
PS
299
Portfolio Solutions
Michigan
-$9K -180 Closed
TAIM
300
TD Ameritrade Investment Management
Nebraska
-$8K -160 Closed

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.