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iShares Select U.S. REIT ETF

272 hedge funds and large institutions have $2.01B invested in iShares Select U.S. REIT ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

7% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.25M

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.22% less ownership

Funds ownership: 126.5%126.28% (-0.22%)

0% less funds holding

Funds holding: 273272 (-1)

3% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$54.5M)

28% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 104

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
23
Increased
75
Reduced
104
Closed
18
Calls
$1.34M
Puts
$1.25M
Net Calls
+$93K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$427K -$8.11K -160 -2%
WPC
152
Waters Parkerson & Co
Louisiana
$422K
PFS
153
Prospera Financial Services
Texas
$417K +$170K +3,344 +68%
BSW
154
Buckingham Strategic Wealth
Missouri
$407K +$203 +4 +0%
Millennium Management
155
Millennium Management
New York
$402K +$405K +7,982 New
SFS
156
Summit Financial Strategies
Ohio
$376K -$66.2K -1,306 -15%
RFC
157
Regions Financial Corp
Alabama
$364K -$15.2K -300 -4%
DADC
158
D.A. Davidson & Co
Montana
$358K +$57.8K +1,140 +19%
NB
159
Nicolet Bankshares
Wisconsin
$355K -$2.03K -40 -0.6%
BF
160
BOK Financial
Oklahoma
$352K
SHJ
161
Sharkey, Howes & Javer
Colorado
$350K -$31.5K -622 -8%
3AM
162
3D Asset Management
Connecticut
$346K -$1.12K -22 -0.3%
CA
163
Cetera Advisors
Colorado
$342K -$397K -7,838 -54%
CS
164
Credit Suisse
Switzerland
$338K
ABC
165
Associated Banc-Corp
Wisconsin
$337K -$3.04K -60 -0.9%
Principal Financial Group
166
Principal Financial Group
Iowa
$336K +$339K +6,686 New
BHBT
167
Burke & Herbert Bank & Trust
Virginia
$335K
FNBOO
168
First National Bank of Omaha
Nebraska
$333K -$22K -434 -6%
PAG
169
Private Advisory Group
Washington
$333K +$18.7K +368 +6%
CCM
170
Colorado Capital Management
Colorado
$326K -$9.94K -196 -3%
FCI
171
Financial Counselors Inc
Kansas
$323K
BG
172
Bahl & Gaynor
Ohio
$316K
YP
173
Yellowstone Partners
Idaho
$312K +$315K +6,206 New
HTC
174
Haverford Trust Company
Pennsylvania
$310K
NCM
175
New Capital Management
Texas
$308K +$4.56K +90 +1%

ICF Hedge Fund Activity: Q3 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2017, worth a combined $2.01B — down 2.6% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ICF positions and 18 closed out — a net gain of 5 holders — while 75 added to existing stakes and 104 trimmed.

The largest buyer was SII Investments, adding an estimated $14.2M. The largest seller was Bank of America, cutting an estimated $34.8M.

  • 272 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2017, down from 273 in Q2 2017.
  • Funds reported $2.01B of iShares Select U.S. REIT ETF stock for Q3 2017, down 2.6% quarter-over-quarter.
  • 23 funds opened new iShares Select U.S. REIT ETF positions in Q3 2017 and 18 closed out, a net change of +5 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2017 was SII Investments, an estimated $14.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2017 was Bank of America, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2017.