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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$12.7M +$118K +2,338 +0.9%
Comerica Bank
27
Comerica Bank
Texas
$12.5M +$435K +8,618 +4%
FT
28
Fiduciary Trust
Massachusetts
$11.9M -$1.05M -20,712 -8%
PC
29
Premise Capital
Illinois
$11.1M +$2.4M +47,624 +28%
EVM
30
Eaton Vance Management
Massachusetts
$10.3M -$20.2K -400 -0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.35M +$848K +16,802 +10%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$8.8M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.58M -$727K -14,390 -8%
RJA
34
Raymond James & Associates
Florida
$8.46M +$200K +3,964 +2%
V
35
Veritable
Delaware
$7.52M -$33.8K -670 -0.4%
BUB
36
BBVA USA Bancshares
Texas
$7.5M -$1.05M -20,886 -12%
TSS
37
Two Sigma Securities
New York
$7.13M +$6.27M +124,126 +730%
FBB
38
Fulton Breakefield Broenniman
Maryland
$6.95M +$14K +278 +0.2%
Ameriprise
39
Ameriprise
Minnesota
$6.76M -$98.4K -1,948 -1%
1GA
40
1st Global Advisors
Texas
$6.74M +$303 +6 +0%
Mariner
41
Mariner
Kansas
$6.36M -$886K -17,538 -12%
TCM
42
Twele Capital Management
Minnesota
$6.29M -$761K -15,064 -11%
GMA
43
Goldstein Munger & Associates
California
$5.99M -$81.7K -1,618 -1%
AMG
44
Asset Management Group
Connecticut
$5.34M -$192K -3,796 -3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$5.3M -$3.19M -63,214 -38%
FWIA
46
Fort Washington Investment Advisors
Ohio
$5.22M -$32.3K -640 -0.6%
BOS
47
Bank of Stockton
California
$5.16M -$101K -1,992 -2%
SI
48
SII Investments
Wisconsin
$4.96M -$1.53M -30,248 -24%
MWM
49
Merriman Wealth Management
Washington
$4.57M +$4.56M +90,386 New
DWM
50
Dakota Wealth Management
Florida
$4.39M +$147K +2,902 +3%

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.