iShares Select U.S. REIT ETF
256 hedge funds and large institutions have $1.91B invested in iShares Select U.S. REIT ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 97 reducing their positions, and 35 closing their positions.
1.49% less ownership
Funds ownership: 128.26% → 126.77% (-1.5%)
9% less funds holding
Funds holding: 280 → 256 (-24)
19% less capital invested
Capital invested by funds: $2.36B → $1.91B (-$446M)
28% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 97
29% less call options, than puts
Call options by funds: $851K | Put options by funds: $1.19M
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
54% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$40M |
| 2 |
JP Morgan Chase
New York
|
+$33.7M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$25.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$9.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$99.1M |
| 2 |
AssetMark Inc
Concord,
California
|
-$51.7M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$25.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$22.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$15.1M |
ICF Hedge Fund Activity: Q2 2015 in Review
256 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2015, worth a combined $1.91B — down 19% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ICF and 16 opened new positions — a net loss of 19 holders — while 97 trimmed existing stakes and 70 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $40M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $99.1M sold.
- 256 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2015, down from 280 in Q1 2015.
- Funds reported $1.91B of iShares Select U.S. REIT ETF stock for Q2 2015, down 19% quarter-over-quarter.
- 16 funds opened new iShares Select U.S. REIT ETF positions in Q2 2015 and 35 closed out, a net change of -19 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $40M added.
- The largest iShares Select U.S. REIT ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $99.1M sold.
Based on aggregated 13F filings for Q2 2015.