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iShares Select U.S. REIT ETF

272 hedge funds and large institutions have $2.01B invested in iShares Select U.S. REIT ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

7% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.25M

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.22% less ownership

Funds ownership: 126.5%126.28% (-0.22%)

0% less funds holding

Funds holding: 273272 (-1)

3% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$54.5M)

28% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 104

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
23
Increased
75
Reduced
104
Closed
18
Calls
$1.34M
Puts
$1.25M
Net Calls
+$93K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Premise Capital
Illinois
$11.5M +$510K +10,056 +5%
FT
27
Fiduciary Trust
Massachusetts
$11.3M -$576K -11,364 -5%
EVM
28
Eaton Vance Management
Massachusetts
$10.3M +$25.4K +500 +0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$10.3M +$979K +19,304 +10%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$8.76M
Citigroup
31
Citigroup
New York
$7.96M -$4.77M -94,024 -37%
V
32
Veritable
Delaware
$7.42M -$72.7K -1,434 -1%
BUB
33
BBVA USA Bancshares
Texas
$7.37M -$87.8K -1,732 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$7.32M -$1.23M -24,162 -14%
Ameriprise
35
Ameriprise
Minnesota
$7.21M +$486K +9,586 +7%
Goldman Sachs
36
Goldman Sachs
New York
$7.04M -$5.69M -112,296 -45%
FBB
37
Fulton Breakefield Broenniman
Maryland
$6.81M -$110K -2,170 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$6.7M -$5.95M -117,404 -47%
TCM
39
Twele Capital Management
Minnesota
$6.26M
GMA
40
Goldstein Munger & Associates
California
$5.98M +$19.4K +382 +0.3%
RJA
41
Raymond James & Associates
Florida
$5.81M -$2.62M -51,728 -31%
Mariner
42
Mariner
Kansas
$5.42M -$908K -17,910 -14%
AMG
43
Asset Management Group
Connecticut
$5.22M -$96K -1,894 -2%
SG Americas Securities
44
SG Americas Securities
New York
$5.09M +$5.13M +101,214 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$5.03M +$4.19M +82,564 +473%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$5.03M -$244K -4,814 -5%
FWIA
47
Fort Washington Investment Advisors
Ohio
$4.83M -$368K -7,260 -7%
MWM
48
Merriman Wealth Management
Washington
$4.69M +$143K +2,820 +3%
BOS
49
Bank of Stockton
California
$4.65M -$491K -9,692 -9%
DWM
50
Dakota Wealth Management
Florida
$4.49M +$119K +2,352 +3%

ICF Hedge Fund Activity: Q3 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2017, worth a combined $2.01B — down 2.6% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICF positions and 18 closed out — a net gain of 5 holders — while 75 added to existing stakes and 104 trimmed.

The largest buyer was SII Investments, adding an estimated $14.2M. The largest seller was Bank of America, cutting an estimated $34.8M.

  • 272 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2017, down from 273 in Q2 2017.
  • Funds reported $2.01B of iShares Select U.S. REIT ETF stock for Q3 2017, down 2.6% quarter-over-quarter.
  • 23 funds opened new iShares Select U.S. REIT ETF positions in Q3 2017 and 18 closed out, a net change of +5 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2017 was SII Investments, an estimated $14.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2017 was Bank of America, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2017.