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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
MA
26
MUFG Americas
New York
$19.9M +$122K +2,376 +0.7%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$16M +$15.2M +295,650 New
FT
28
Fiduciary Trust
Massachusetts
$15.9M -$239K -4,654 -2%
GB
29
Gunma Bank
Japan
$14.4M +$13.7M +266,000 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$11.1M +$872K +16,962 +9%
EVM
31
Eaton Vance Management
Massachusetts
$11M +$66.8K +1,300 +0.6%
Comerica Bank
32
Comerica Bank
Texas
$10.7M -$2.24M -43,594 -18%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$10.3M -$291K -5,662 -3%
V
34
Veritable
Delaware
$9.87M -$46.4K -902 -0.5%
BIM
35
BlackRock Investment Management
Delaware
$9.84M +$444K +8,646 +5%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$9.41M
Citigroup
37
Citigroup
New York
$9.31M +$5.05M +98,200 +133%
BUB
38
BBVA USA Bancshares
Texas
$8.52M +$1.24M +24,062 +18%
1GA
39
1st Global Advisors
Texas
$8.42M -$418K -8,134 -5%
TCM
40
Twele Capital Management
Minnesota
$8.08M +$23.5K +458 +0.3%
RJA
41
Raymond James & Associates
Florida
$7.55M +$2.57M +49,912 +56%
FBB
42
Fulton Breakefield Broenniman
Maryland
$7.43M +$161K +3,130 +2%
GMA
43
Goldstein Munger & Associates
California
$7.05M -$104K -2,030 -2%
DWA
44
Dorsey Wright & Associates
California
$6.9M -$631K -12,274 -9%
Ameriprise
45
Ameriprise
Minnesota
$6.72M -$148K -2,874 -2%
FWIA
46
Fort Washington Investment Advisors
Ohio
$6.03M -$20.6K -400 -0.4%
AMG
47
Asset Management Group
Connecticut
$5.88M -$25K -486 -0.4%
BOS
48
Bank of Stockton
California
$5.78M +$197K +3,826 +4%
SAM
49
Silvercrest Asset Management
New York
$5.29M -$843K -16,400 -14%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$5.05M -$407K -7,920 -8%

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.