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iShares Select U.S. REIT ETF

273 hedge funds and large institutions have $2.06B invested in iShares Select U.S. REIT ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 80 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 125.44%126.5% (+1.1%)

3% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.19M

1% more capital invested

Capital invested by funds: $2.05B → $2.06B (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

6% less funds holding

Funds holding: 289273 (-16)

23% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 104

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
15
Increased
80
Reduced
104
Closed
29
Calls
$1.22M
Puts
$1.19M
Net Calls
+$31K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
126
Bank of the West
California
$793K -$46.8K -926 -6%
TH
127
Timber Hill
Connecticut
$762K +$761K +15,068 New
1IA
128
1834 Investment Advisors
Wisconsin
$751K -$9.09K -180 -1%
PAS
129
Partnervest Advisory Services
California
$746K -$100K -1,990 -12%
MFP
130
Mosaic Financial Partners
California
$742K -$6.46K -128 -0.9%
CA
131
Cetera Advisors
Colorado
$739K -$16.8K -332 -2%
JA
132
JOYN Advisors
Georgia
$734K
DPI
133
Diversified Portfolios Inc
Michigan
$724K
EFS
134
Essex Financial Services
Connecticut
$678K -$40.4K -800 -6%
OWD
135
Osborn Williams & Donohoe
Ohio
$678K +$404K +8,000 +148%
UCFA
136
United Capital Financial Advisors
Texas
$666K -$102K -2,018 -13%
AIP
137
ARS Investment Partners
New York
$665K
CAL
138
Capital Advisors Ltd
Ohio
$663K +$404 +8 +0.1%
HIC
139
Holderness Investments Company
North Carolina
$660K -$15.1K -300 -2%
BPC
140
Banque Pictet & Cie
Switzerland
$645K
IA
141
IFP Advisors
Florida
$612K +$54.2K +1,074 +10%
KM
142
Kalos Management
Georgia
$600K -$11.9K -236 -2%
NFG
143
Next Financial Group
Texas
$537K +$27.7K +548 +5%
AIS
144
American Investment Services
Massachusetts
$520K
SIAP
145
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$490K +$32.8K +650 +7%
REMPR
146
Roof Eidam Maycock Peralta (REMP)
California
$469K
SFS
147
Sowell Financial Services
Arkansas
$464K -$137K -2,706 -23%
FTS
148
Fifth Third Securities
Ohio
$454K +$95.7K +1,896 +27%
NA
149
NewEdge Advisors
Louisiana
$448K +$6.06K +120 +1%
SFS
150
Summit Financial Strategies
Ohio
$444K +$14.6K +290 +3%

ICF Hedge Fund Activity: Q2 2017 in Review

273 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2017, worth a combined $2.06B — up 0.82% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ICF and 15 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 80 added.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $16.6M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 273 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2017, down from 289 in Q1 2017.
  • Funds reported $2.06B of iShares Select U.S. REIT ETF stock for Q2 2017, up 0.82% quarter-over-quarter.
  • 15 funds opened new iShares Select U.S. REIT ETF positions in Q2 2017 and 29 closed out, a net change of -14 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2017 was Ballentine Partners, an estimated $16.6M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2017 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2017.