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iShares Select U.S. REIT ETF

222 hedge funds and large institutions have $1.33B invested in iShares Select U.S. REIT ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

5% more funds holding

Funds holding: 211222 (+11)

0.93% more ownership

Funds ownership: 112.2%113.13% (+0.93%)

8% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$120M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 89

82% less call options, than puts

Call options by funds: $867K | Put options by funds: $4.74M

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
29
Increased
59
Reduced
89
Closed
14
Calls
$867K
Puts
$4.74M
Net Calls
-$3.87M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Essex Financial Services
Connecticut
$545K
AIS
127
American Investment Services
Massachusetts
$514K
Northern Trust
128
Northern Trust
Illinois
$509K -$89.6K -2,318 -15%
IFA
129
Interactive Financial Advisors
Illinois
$495K -$3.25K -84 -0.6%
AI
130
Atria Investments
North Carolina
$477K +$49K +1,268 +11%
NES
131
New England Securities
New York
$467K -$114K -2,958 -19%
PAG
132
Private Advisor Group
New Jersey
$445K +$461K +11,918 New
JIR
133
James Investment Research
Ohio
$442K -$168K -4,340 -27%
OWD
134
Osborn Williams & Donohoe
Ohio
$437K
PFS
135
Prospera Financial Services
Texas
$428K -$22.3K -576 -5%
B
136
Baird
Wisconsin
$427K +$36.7K +948 +9%
CB
137
Commerce Bank
Missouri
$424K -$88.1K -2,278 -17%
VKH
138
Virtu KCG Holdings
New York
$420K -$665K -17,202 -60%
PAS
139
Partnervest Advisory Services
California
$399K +$27.2K +704 +7%
MA
140
MCF Advisors
Kentucky
$396K -$72.9K -1,886 -16%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$388K -$50.5K -1,306 -11%
GI
142
Glovista Investments
New Jersey
$374K
ABC
143
Associated Banc-Corp
Wisconsin
$363K -$118K -3,050 -24%
NL
144
NWAM LLC
Washington
$349K +$10.1K +262 +3%
CHFS
145
Cobble Hill Financial Services
New Jersey
$342K
HighTower Advisors
146
HighTower Advisors
Illinois
$329K +$34K +880 +11%
VFS
147
VSR Financial Services
Kansas
$326K +$337K +8,724 New
Jane Street
148
Jane Street
New York
$325K +$337K +8,708 New
PVH
149
Psagot Value Holdings
Israel
$319K -$27.5K -710 -8%
NG
150
NatWest Group
United Kingdom
$296K -$342K -8,836 -53%

ICF Hedge Fund Activity: Q4 2013 in Review

222 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2013, worth a combined $1.33B — down 8.3% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ICF positions and 14 closed out — a net gain of 15 holders — while 59 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $30M. The largest seller was Fifth Third Bancorp, cutting an estimated $41.4M.

  • 222 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2013, up from 211 in Q3 2013.
  • Funds reported $1.33B of iShares Select U.S. REIT ETF stock for Q4 2013, down 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Select U.S. REIT ETF positions in Q4 2013 and 14 closed out, a net change of +15 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $30M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2013 was Fifth Third Bancorp, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2013.