iShares Select U.S. REIT ETF
289 hedge funds and large institutions have $2.05B invested in iShares Select U.S. REIT ETF in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 125 reducing their positions, and 23 closing their positions.
26% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 23
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0% less funds holding
Funds holding: 290 → 289 (-1)
0.57% less ownership
Funds ownership: 126.01% → 125.44% (-0.57%)
6% less capital invested
Capital invested by funds: $2.17B → $2.05B (-$122M)
45% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 125
47% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $2.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$577M |
| 2 |
JP Morgan Chase
New York
|
+$25.7M |
| 3 |
Citigroup
New York
|
+$9.28M |
| 4 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$6.11M |
| 5 |
PC
Premise Capital
Naperville,
Illinois
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.8M |
| 2 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.7M |
| 4 |
Morgan Stanley
New York
|
-$15.4M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$74K | -1,484 | Closed |
|
|
JIC
302
Joel Isaacson & Co
New York
| – | -$66K | -1,330 | Closed |
|
|
BWP
303
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$42K | -850 | Closed |
|
|
AA
304
Ancora Advisors
Cleveland,
Ohio
| – | -$32K | -652 | Closed |
|
305
Simplex Trading
Chicago,
Illinois
| – | -$29K | -600 | Closed |
|
|
BCI
306
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$22K | -436 | Closed |
|
|
FMII
307
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$22K | -434 | Closed |
|
|
IWA
308
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$19K | -386 | Closed |
|
|
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$18K | -356 | Closed |
|
|
SIG
310
Stanford Investment Group
Mountain View,
California
| – | -$6K | -130 | Closed |
|
311
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$6K | -120 | Closed |
|
312
AssetMark Inc
Concord,
California
| – | -$3K | -70 | Closed |
|
ICF Hedge Fund Activity: Q1 2017 in Review
289 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2017, worth a combined $2.05B — down 5.6% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ICF positions and 23 closed out — a net gain of 6 holders — while 69 added to existing stakes and 125 trimmed.
The largest buyer was BlackRock, adding an estimated $577M. The largest seller was Bank of America, cutting an estimated $35.8M.
- 289 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2017, down from 290 in Q4 2016.
- Funds reported $2.05B of iShares Select U.S. REIT ETF stock for Q1 2017, down 5.6% quarter-over-quarter.
- 29 funds opened new iShares Select U.S. REIT ETF positions in Q1 2017 and 23 closed out, a net change of +6 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q1 2017 was BlackRock, an estimated $577M added.
- The largest iShares Select U.S. REIT ETF seller in Q1 2017 was Bank of America, an estimated $35.8M sold.
Based on aggregated 13F filings for Q1 2017.