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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$379K +7,002 +2%
FT
27
Fiduciary Trust
Massachusetts
$15.1M -$231K -4,270 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.1M -$6.41M -118,516 -32%
BIM
29
BlackRock Investment Management
Delaware
$12.7M +$3.21M +59,434 +33%
EVM
30
Eaton Vance Management
Massachusetts
$10.8M +$94.1K +1,740 +0.9%
Comerica Bank
31
Comerica Bank
Texas
$10.8M +$1.22M +22,542 +12%
RJA
32
Raymond James & Associates
Florida
$10.5M +$3.25M +60,014 +43%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$9.84M -$114K -2,100 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$9.68M -$1.15M -21,258 -10%
V
35
Veritable
Delaware
$9.49M -$81.4K -1,506 -0.8%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$9.13M
BUB
37
BBVA USA Bancshares
Texas
$8.81M +$566K +10,462 +7%
1GA
38
1st Global Advisors
Texas
$8.13M -$36.4K -674 -0.4%
TCM
39
Twele Capital Management
Minnesota
$7.83M
Ameriprise
40
Ameriprise
Minnesota
$7.26M +$783K +14,484 +12%
FBB
41
Fulton Breakefield Broenniman
Maryland
$7.09M -$113K -2,082 -2%
GMA
42
Goldstein Munger & Associates
California
$7M +$167K +3,086 +2%
FIG
43
FundX Investment Group
California
$6.46M +$6.66M +123,076 New
DWA
44
Dorsey Wright & Associates
California
$6.23M -$475K -8,790 -7%
BOS
45
Bank of Stockton
California
$5.93M +$336K +6,222 +6%
FWIA
46
Fort Washington Investment Advisors
Ohio
$5.81M -$30.8K -570 -0.5%
AMG
47
Asset Management Group
Connecticut
$5.7M +$433 +8 +0%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.3M +$1.78M +32,864 +48%
SG Americas Securities
49
SG Americas Securities
New York
$5.28M +$5.44M +100,580 New
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$4.78M -$118K -2,176 -2%

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.