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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
JIR
176
James Investment Research
Ohio
$307K
RWA
177
Ropes Wealth Advisors
Massachusetts
$304K
AAM
178
Autus Asset Management
Arizona
$301K +$1.52K +30 +0.5%
SFS
179
Sowell Financial Services
Arkansas
$293K -$168K -3,320 -36%
CCM
180
Crossvault Capital Management
Texas
$290K -$10.1K -200 -3%
TYCC
181
Texas Yale Capital Corp
Florida
$282K
NAMP
182
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K -$4.56K -90 -2%
ASN
183
Advisory Services Network
Georgia
$274K -$156K -3,076 -36%
WIC
184
Whitegate Investment Counselors
New Hampshire
$274K
RJT
185
Raymond James Trust
Florida
$274K +$276K +5,440 New
CBN
186
Cadence Bank NA
Texas
$272K +$274K +5,398 New
SPC
187
Sigma Planning Corp
Michigan
$271K -$101K -1,988 -27%
SFA
188
Sequoia Financial Advisors
Ohio
$265K
SB
189
Simmons Bank
Arkansas
$259K +$261K +5,140 New
PGFC
190
Peapack-Gladstone Financial Corp
New Jersey
$253K
DWT
191
Dorsey & Whitney Trust
South Dakota
$253K
MPI
192
Mairs & Power Inc
Minnesota
$253K
BTS
193
BB&T Securities
Virginia
$249K +$5.88K +116 +2%
WI
194
WBI Investments
New Jersey
$246K +$507 +10 +0.2%
WAS
195
WESPAC Advisors SoCal
California
$238K
Neuberger Berman Group
196
Neuberger Berman Group
New York
$237K
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$234K -$1.52K -30 -0.6%
SPIA
198
Steward Partners Investment Advisory
New York
$228K +$18.8K +370 +9%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$1.32K +26 +0.6%
CCM
200
Coldstream Capital Management
Washington
$216K +$1.22K +24 +0.6%

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.