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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
US Bancorp
101
US Bancorp
Minnesota
$1.44M -$127K -2,342 -8%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.4M
AIM
103
Acropolis Investment Management
Missouri
$1.38M -$3.24K -60 -0.2%
MFS
104
MSI Financial Services
Massachusetts
$1.38M +$189K +3,490 +15%
P
105
Pitcairn
Pennsylvania
$1.36M -$102K -1,890 -7%
PAG
106
Private Advisor Group
New Jersey
$1.35M +$50.7K +938 +4%
MGIA
107
Moneta Group Investment Advisors
Missouri
$1.27M -$53.9K -996 -4%
FA
108
FCG Advisors
New Jersey
$1.25M +$10.2K +188 +0.8%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$1.25M -$106K -1,966 -8%
UCFA
110
United Capital Financial Advisors
Texas
$1.21M -$81.2K -1,502 -6%
SB
111
Suntrust Banks
Georgia
$1.18M +$599K +11,076 +96%
SS
112
Simplicity Solutions
Minnesota
$1.17M +$157K +2,904 +15%
SWP
113
Stratos Wealth Partners
Ohio
$1.17M +$51K +944 +4%
LNC
114
Lincoln National Corp
Pennsylvania
$1.17M +$293K +5,422 +32%
JIC
115
Johnson Investment Counsel
Ohio
$1.13M -$33.7K -624 -3%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$1.13M +$377K +6,964 +48%
AIA
117
Arbor Investment Advisors
North Carolina
$1.12M -$199K -3,676 -15%
AI
118
Atria Investments
North Carolina
$1.1M -$834K -15,428 -42%
FHC
119
First Heartland Consultants
Missouri
$1.1M +$56.5K +1,044 +5%
WCM
120
Windsor Capital Management
Arizona
$1.06M -$59.5K -1,100 -5%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1.04M -$14.9K -276 -1%
Brown Advisory
122
Brown Advisory
Maryland
$1.02M +$57.8K +1,068 +6%
NFG
123
Next Financial Group
Texas
$1M +$613K +11,340 +146%
FNT
124
First National Trust
Pennsylvania
$985K +$125K +2,310 +14%
HighTower Advisors
125
HighTower Advisors
Illinois
$983K +$102K +1,882 +11%

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.