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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
FWCM
101
Ferguson Wellman Capital Management
Oregon
$1.12M -$47.8K -942 -4%
SCG
102
Sonata Capital Group
Washington
$1.11M -$196K -3,866 -15%
SWP
103
Stratos Wealth Partners
Ohio
$1.1M +$16.6K +328 +2%
CS
104
Comerica Securities
Michigan
$1.07M +$114K +2,246 +12%
MGIA
105
Moneta Group Investment Advisors
Missouri
$1.04M -$524K -10,324 -33%
HCMT
106
Highland Capital Management (Tennessee)
Tennessee
$1.03M
P
107
Pitcairn
Pennsylvania
$1.02M -$50.7K -1,000 -5%
AI
108
Atria Investments
North Carolina
$1.02M +$44.6K +880 +5%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$989K +$16.4K +324 +2%
TRCT
110
Tower Research Capital (TRC)
New York
$983K -$1.69M -33,406 -63%
IWM
111
IHT Wealth Management
Illinois
$967K +$335K +6,614 +53%
FA
112
FDx Advisors
Illinois
$943K -$41.3K -814 -4%
HighTower Advisors
113
HighTower Advisors
Illinois
$910K +$25.2K +496 +3%
EAM
114
Evanson Asset Management
California
$909K
WCM
115
Windsor Capital Management
Arizona
$895K
PFBT
116
Parkside Financial Bank & Trust
Missouri
$873K +$13.8K +272 +2%
GWA
117
Guidant Wealth Advisors
Illinois
$869K +$507 +10 +0.1%
VF
118
Virtu Financial
New York
$837K -$465K -9,172 -36%
MHS
119
M Holdings Securities
Oregon
$794K +$800K +15,778 New
BOTW
120
Bank of the West
California
$789K -$609 -12 -0.1%
FNT
121
First National Trust
Pennsylvania
$782K -$23.2K -458 -3%
AIA
122
Arbor Investment Advisors
North Carolina
$781K -$263K -5,190 -25%
1IA
123
1834 Investment Advisors
Wisconsin
$765K +$17.7K +350 +2%
TSS
124
Two Sigma Securities
New York
$757K -$6.39M -126,072 -89%
JA
125
JOYN Advisors
Georgia
$751K +$21.1K +416 +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.