iShares Select U.S. REIT ETF
280 hedge funds and large institutions have $2.36B invested in iShares Select U.S. REIT ETF in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
14% more capital invested
Capital invested by funds: $2.06B → $2.36B (+$295M)
6.89% more ownership
Funds ownership: 121.37% → 128.26% (+6.9%)
5% more funds holding
Funds holding: 266 → 280 (+14)
7% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 95
83% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $6.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$99.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14M |
| 4 |
Morgan Stanley
New York
|
+$13.4M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$24.1M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$20.2M |
| 3 |
JP Morgan Chase
New York
|
-$13.9M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$12.5M |
| 5 |
Citigroup
New York
|
-$10.9M |
ICF Hedge Fund Activity: Q1 2015 in Review
280 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2015, worth a combined $2.36B — up 14% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ICF positions and 13 closed out — a net gain of 18 holders — while 88 added to existing stakes and 95 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $99.9M. The largest seller was BlackRock Fund Advisors, cutting an estimated $24.1M.
- 280 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2015, up from 266 in Q4 2014.
- Funds reported $2.36B of iShares Select U.S. REIT ETF stock for Q1 2015, up 14% quarter-over-quarter.
- 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2015 and 13 closed out, a net change of +18 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $99.9M added.
- The largest iShares Select U.S. REIT ETF seller in Q1 2015 was BlackRock Fund Advisors, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2015.