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iShares Select U.S. REIT ETF

283 hedge funds and large institutions have $2.68B invested in iShares Select U.S. REIT ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $5.55M | Put options by funds: $3.81M

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $2.47B → $2.68B (+$211M)

1.14% more ownership

Funds ownership: 131.52%132.67% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 96

1% more funds holding

Funds holding: 281283 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
283
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
7.55%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
21
Increased
98
Reduced
96
Closed
18
Calls
$5.55M
Puts
$3.81M
Net Calls
+$1.74M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$911K -$29.9K -582 -3%
LNC
127
Lincoln National Corp
Pennsylvania
$908K
FNT
128
First National Trust
Pennsylvania
$891K +$2.36K +46 +0.3%
ACM
129
Argentus Capital Management
Texas
$835K -$121K -2,346 -13%
EFS
130
Essex Financial Services
Connecticut
$835K +$20K +390 +3%
LPT
131
Legacy Private Trust
Wisconsin
$832K -$331K -6,440 -30%
AFS
132
Aft Forsyth & Sober
Florida
$812K
1IA
133
1834 Investment Advisors
Wisconsin
$811K -$60.3K -1,174 -7%
3AM
134
3D Asset Management
Connecticut
$805K +$5.14K +100 +0.7%
Nomura Asset Management
135
Nomura Asset Management
Japan
$801K -$113K -2,200 -13%
WAS
136
WESPAC Advisors SoCal
California
$800K -$6.17K -120 -0.8%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$786K +$747K +14,532 New
JA
138
JOYN Advisors
Georgia
$785K -$309K -6,008 -29%
CWM
139
Concert Wealth Management
California
$763K +$104K +2,026 +17%
ACM
140
Aviance Capital Management
Florida
$740K +$225K +4,380 +47%
Northern Trust
141
Northern Trust
Illinois
$729K +$206 +4 +0%
KM
142
Kalos Management
Georgia
$720K -$445K -8,656 -39%
AWA
143
Arete Wealth Advisors
Illinois
$694K -$54K -1,050 -8%
AIS
144
American Investment Services
Massachusetts
$653K
JIR
145
James Investment Research
Ohio
$646K +$5.14K +100 +0.8%
JCM
146
Jag Capital Management
Missouri
$642K
VKH
147
Virtu KCG Holdings
New York
$625K -$92.1K -1,792 -13%
SB
148
Suntrust Banks
Georgia
$619K +$35.9K +698 +6%
IA
149
IFP Advisors
Florida
$596K +$421K +8,192 +289%
FNBOO
150
First National Bank of Omaha
Nebraska
$564K -$154K -3,006 -22%

ICF Hedge Fund Activity: Q2 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 Q2 2016, worth a combined $2.68B — up 8.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ICF positions and 18 closed out — a net gain of 3 holders — while 98 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $37.5M. The largest seller was JP Morgan Chase, cutting an estimated $27.3M.

  • 283 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2016, up from 281 in Q1 2016.
  • Funds reported $2.68B of iShares Select U.S. REIT ETF stock for Q2 2016, up 8.6% quarter-over-quarter.
  • 21 funds opened new iShares Select U.S. REIT ETF positions in Q2 2016 and 18 closed out, a net change of +3 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $37.5M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2016 was JP Morgan Chase, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2016.