iShares Select U.S. REIT ETF
243 hedge funds and large institutions have $1.75B invested in iShares Select U.S. REIT ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
21% more capital invested
Capital invested by funds: $1.45B → $1.75B (+$300M)
7% more funds holding
Funds holding: 228 → 243 (+15)
5.82% more ownership
Funds ownership: 112.5% → 118.32% (+5.8%)
1% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 82
94% less call options, than puts
Call options by funds: $795K | Put options by funds: $13.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$27.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$23.8M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$18.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$9.59M |
| 2 |
Goldman Sachs
New York
|
-$7.69M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$4.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4M |
| 5 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$2.33M |
ICF Hedge Fund Activity: Q2 2014 in Review
243 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2014, worth a combined $1.75B — up 21% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ICF positions and 15 closed out — a net gain of 16 holders — while 81 added to existing stakes and 82 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $27.1M. The largest seller was Aberdeen Asset Management, exiting entirely with an estimated $9.59M sold.
- 243 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2014, up from 228 in Q1 2014.
- Funds reported $1.75B of iShares Select U.S. REIT ETF stock for Q2 2014, up 21% quarter-over-quarter.
- 31 funds opened new iShares Select U.S. REIT ETF positions in Q2 2014 and 15 closed out, a net change of +16 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q2 2014 was Sage Advisory Services, an estimated $27.1M added.
- The largest iShares Select U.S. REIT ETF seller in Q2 2014 was Aberdeen Asset Management, an estimated $9.59M sold.
Based on aggregated 13F filings for Q2 2014.