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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
MAS
76
Madden Advisory Services
Florida
$2.08M -$784K -15,530 -27%
SIC
77
Sigma Investment Counselors
Michigan
$2.08M -$15.1K -300 -0.7%
TFF
78
The Family Firm
Maryland
$2.05M -$72.7K -1,440 -3%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$2.04M -$117K -2,324 -5%
RSA
80
Robertson Stephens Advisors
California
$1.98M -$47.2K -934 -2%
GLRA
81
Gerald L. Ray & Associates
Texas
$1.93M +$26.2K +518 +1%
CTC
82
Central Trust Company
Missouri
$1.88M -$355K -7,032 -16%
PAG
83
Private Advisor Group
New Jersey
$1.85M -$34.8K -690 -2%
PP
84
Palladium Partners
Virginia
$1.77M
SS
85
Simplicity Solutions
Minnesota
$1.67M +$74.7K +1,480 +5%
WFG
86
Windsor Financial Group
Minnesota
$1.64M -$8.38K -166 -0.5%
AG
87
Advisor Group
Arizona
$1.63M +$71.5K +1,416 +5%
MG
88
McCutchen Group
Washington
$1.58M
MGIA
89
Moneta Group Investment Advisors
Missouri
$1.57M +$456K +9,022 +41%
AAM
90
Aberdeen Asset Management
United Kingdom
$1.56M -$109K -2,152 -7%
SB
91
Suntrust Banks
Georgia
$1.48M +$299K +5,918 +25%
CMP
92
Courage Miller Partners
Virginia
$1.47M -$33.9K -672 -2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.47M -$125K -2,466 -8%
AIM
94
Acropolis Investment Management
Missouri
$1.43M +$23.8K +472 +2%
GT
95
Glenview Trust
Kentucky
$1.42M
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$1.42M +$1.41M +28,000 New
PFT
97
Providence First Trust
Arizona
$1.41M +$1.41M +27,946 New
JIC
98
Johnson Investment Counsel
Ohio
$1.32M +$37.9K +750 +3%
SCG
99
Sonata Capital Group
Washington
$1.31M -$756K -14,976 -37%
VF
100
Virtu Financial
New York
$1.3M +$35.9K +710 +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.