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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
GWA
126
Guidant Wealth Advisors
Illinois
$978K +$1.04M +19,314 New
BOTW
127
Bank of the West
California
$969K -$123K -2,278 -11%
EAM
128
Evanson Asset Management
California
$947K
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$935K -$780K -14,422 -45%
IAS
130
IMA Advisory Services
Colorado
$917K +$7.46K +138 +0.8%
VKH
131
Virtu KCG Holdings
New York
$897K +$300K +5,540 +48%
PAS
132
Partnervest Advisory Services
California
$894K -$10.5K -194 -1%
ACM
133
Aviance Capital Management
Florida
$887K +$175K +3,234 +24%
MMA
134
Miracle Mile Advisors
California
$884K -$79.5K -1,470 -8%
LPT
135
Legacy Private Trust
Wisconsin
$807K
MFP
136
Mosaic Financial Partners
California
$806K -$98.1K -1,814 -11%
1IA
137
1834 Investment Advisors
Wisconsin
$806K +$20.5K +380 +3%
EFS
138
Essex Financial Services
Connecticut
$798K -$12K -222 -1%
AFS
139
Aft Forsyth & Sober
Florida
$787K
WAS
140
WESPAC Advisors SoCal
California
$774K -$1.62K -30 -0.2%
IA
141
IFP Advisors
Florida
$770K +$197K +3,646 +33%
JA
142
JOYN Advisors
Georgia
$761K
CWM
143
Concert Wealth Management
California
$758K -$500K -9,238 -65%
CAL
144
Capital Advisors Ltd
Ohio
$735K +$252K +4,660 +50%
NC
145
NewSquare Capital
Pennsylvania
$715K +$176K +3,264 +31%
3AM
146
3D Asset Management
Connecticut
$713K -$69.5K -1,286 -9%
KM
147
Kalos Management
Georgia
$692K -$5.3K -98 -0.7%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$675K +$695K +12,862 New
ACM
149
Argentus Capital Management
Texas
$671K -$143K -2,650 -17%
IWA
150
IBEX Wealth Advisors
New Jersey
$656K +$676K +12,508 New

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.