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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
SHJ
151
Sharkey, Howes & Javer
Colorado
$562K
NC
152
NewSquare Capital
Pennsylvania
$561K +$533K +10,372 New
GLRA
153
Gerald L. Ray & Associates
Texas
$537K +$11.5K +224 +2%
First Trust Advisors
154
First Trust Advisors
Illinois
$534K -$41.2K -802 -8%
REMPR
155
Roof Eidam Maycock Peralta (REMP)
California
$531K
CAL
156
Capital Advisors Ltd
Ohio
$506K +$264K +5,144 +122%
BF
157
BOK Financial
Oklahoma
$505K +$66.4K +1,292 +16%
SB
158
Simmons Bank
Arkansas
$500K -$55K -1,070 -10%
NB
159
Nicolet Bankshares
Wisconsin
$492K +$49.6K +966 +12%
SFS
160
Summit Financial Strategies
Ohio
$475K -$3.19K -62 -0.7%
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$471K -$369K -7,180 -45%
1SB
162
1ST Source Bank
Indiana
$455K +$31.1K +606 +8%
QIM
163
Quantitative Investment Management
Virginia
$443K -$1.95M -38,000 -82%
RFC
164
Regions Financial Corp
Alabama
$440K -$141K -2,738 -25%
CB
165
Commerce Bank
Missouri
$438K
ABC
166
Associated Banc-Corp
Wisconsin
$435K +$45.8K +892 +12%
NFG
167
Next Financial Group
Texas
$421K +$83.8K +1,630 +26%
AL
168
Aspiriant LLC
California
$415K
CCM
169
Colorado Capital Management
Colorado
$414K -$2.98K -58 -0.8%
NAMP
170
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$398K +$30.8K +600 +9%
RWA
171
Ropes Wealth Advisors
Massachusetts
$390K +$15.5K +302 +4%
SPC
172
Sigma Planning Corp
Michigan
$384K -$20.4K -396 -5%
BTS
173
BB&T Securities
Virginia
$382K +$17.1K +332 +5%
CCM
174
Crossvault Capital Management
Texas
$367K +$103 +2 +0%
KT
175
Kanaly Trust
Texas
$361K +$49.3K +960 +17%

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.