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iShares Select U.S. REIT ETF

228 hedge funds and large institutions have $1.45B invested in iShares Select U.S. REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.33B → $1.45B (+$123M)

3% more funds holding

Funds holding: 222228 (+6)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.64% less ownership

Funds ownership: 113.13%112.5% (-0.64%)

28% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 93

85% less call options, than puts

Call options by funds: $987K | Put options by funds: $6.79M

Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
6.59%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
25
Increased
67
Reduced
93
Closed
17
Calls
$987K
Puts
$6.79M
Net Calls
-$5.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$208K +$201K +5,048 New
MFS
177
MSI Financial Services
Massachusetts
$199K -$45.1K -1,134 -19%
CAL
178
Capital Advisors Ltd
Ohio
$173K +$45.1K +1,134 +37%
FHA
179
First Horizon Advisors
Tennessee
$158K
PSUF
180
People's United Financial
Connecticut
$150K
NSIM
181
North Star Investment Management
Illinois
$140K +$135K +3,400 New
SNT
182
Security National Trust
West Virginia
$123K
DADC
183
D.A. Davidson & Co
Montana
$112K -$557 -14 -0.5%
DSC
184
Duncker Streett & Co
Missouri
$111K
MFBTD
185
MB Financial Bank - Trust Department
Illinois
$111K
SSB
186
Sandy Spring Bank
Maryland
$98K +$94.8K +2,384 New
WEC
187
Winslow Evans & Crocker
Massachusetts
$83.9K -$8.28K -208 -9%
IWC
188
Integrated Wealth Counsel
California
$82K -$35.8K -900 -31%
MWP
189
MYCIO Wealth Partners
Pennsylvania
$81K
AA
190
AlphaMark Advisors
Kentucky
$81K +$15.9K +400 +25%
SJIM
191
St. Johns Investment Management
Florida
$72K +$69.2K +1,740 New
M&T Bank
192
M&T Bank
New York
$69K +$66.7K +1,676 New
OIA
193
Optimum Investment Advisors
Illinois
$68K
WT
194
Whittier Trust
California
$65K
GT
195
Glenmede Trust
Pennsylvania
$60K -$13.3K -334 -18%
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$60K +$3.98K +100 +7%
LFG
197
LifePlan Financial Group
Ohio
$58K
WA
198
WFG Advisors
Texas
$57K -$2.94K -74 -5%
JIC
199
Joel Isaacson & Co
New York
$55K +$52.9K +1,330 New
GI
200
Gradient Investments
Minnesota
$44K

ICF Hedge Fund Activity: Q1 2014 in Review

228 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2014, worth a combined $1.45B — up 9.3% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 17 closed out — a net gain of 8 holders — while 67 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.8M. The largest seller was Aft Forsyth & Sober, cutting an estimated $22.1M.

  • 228 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2014, up from 222 in Q4 2013.
  • Funds reported $1.45B of iShares Select U.S. REIT ETF stock for Q1 2014, up 9.3% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q1 2014 and 17 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2014 was Goldman Sachs, an estimated $32.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2014 was Aft Forsyth & Sober, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2014.