We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

222 hedge funds and large institutions have $1.33B invested in iShares Select U.S. REIT ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

5% more funds holding

Funds holding: 211222 (+11)

0.93% more ownership

Funds ownership: 112.2%113.13% (+0.93%)

8% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$120M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 89

82% less call options, than puts

Call options by funds: $867K | Put options by funds: $4.74M

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
29
Increased
59
Reduced
89
Closed
14
Calls
$867K
Puts
$4.74M
Net Calls
-$3.87M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
201
Ledyard National Bank
$22K
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$16.4K +$17K +440 New
Parallax Volatility Advisers
203
Parallax Volatility Advisers
California
$16K +$16.5K +428 New
HCP
204
Holt Capital Partners
Texas
$15K +$15.5K +400 New
ASN
205
Advisory Services Network
Georgia
$14K +$14.7K +380 New
AC
206
Alexandria Capital
Virginia
$10K
CFA
207
Camarda Financial Advisors
Florida
$10K
TWA
208
TCI Wealth Advisors
Arizona
$9K -$619 -16 -6%
CFS
209
Community Financial System
New York
$8K
CP
210
Corbenic Partners
Pennsylvania
$8K
BAM
211
Barrett Asset Management
New York
$7K
HNB
212
Huntington National Bank
Ohio
$7K
PSI
213
Pinnacle Summer Investments
Virginia
$5K
HRIA
214
Haberer Registered Investment Advisor
Ohio
$4K
HDIM
215
Hanson & Doremus Investment Management
Vermont
$4K
PFO
216
Pathstone Family Office
New Jersey
$4K
RIA
217
Regal Investment Advisors
Michigan
$4K
WF
218
WealthTrust Fairport
Ohio
$2K -$928 -24 -32%
FWM
219
Focused Wealth Management
New York
$2K
BFEC
220
Benjamin F. Edwards & Company
Missouri
$2K +$2.17K +56 New
SHWM
221
Smith & Howard Wealth Management
Georgia
$1K
TDC
222
Thompson Davis & Co
Virginia
$1K +$851 +22 New
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249 +$258K +6,672 New
BFA
224
Beaumont Financial Advisors
Massachusetts
-$14.2M -370,368 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$3.52M -91,048 Closed

ICF Hedge Fund Activity: Q4 2013 in Review

222 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2013, worth a combined $1.33B — down 8.3% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ICF positions and 14 closed out — a net gain of 15 holders — while 59 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $30M. The largest seller was Fifth Third Bancorp, cutting an estimated $41.4M.

  • 222 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2013, up from 211 in Q3 2013.
  • Funds reported $1.33B of iShares Select U.S. REIT ETF stock for Q4 2013, down 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Select U.S. REIT ETF positions in Q4 2013 and 14 closed out, a net change of +15 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $30M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2013 was Fifth Third Bancorp, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2013.