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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
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K -$90.8K -1,766 -29%
Members Trust
202
Members Trust
Florida
$233K +$222K +4,312 New
Barclays
203
Barclays
United Kingdom
$232K
AFP
204
Ausdal Financial Partners
Iowa
$224K +$9.77K +190 +5%
FFA
205
First Foundation Advisors
California
$220K +$209K +4,074 New
VFS
206
VSR Financial Services
Kansas
$217K -$403K -7,848 -66%
IFA
207
Interactive Financial Advisors
Illinois
$217K -$514 -10 -0.2%
Fiera Capital (Canada)
208
Fiera Capital (Canada)
Quebec, Canada
$216K
PWLP
209
Prio Wealth Limited Partnership
Massachusetts
$213K
PA
210
Probity Advisors
Texas
$213K +$202K +3,936 New
CG
211
Caprock Group
Idaho
$209K +$199K +3,868 New
CFA
212
Cahill Financial Advisors
Minnesota
$203K +$192K +3,742 New
DADC
213
D.A. Davidson & Co
Montana
$197K
NSIM
214
North Star Investment Management
Illinois
$184K
PSUF
215
People's United Financial
Connecticut
$174K +$46.3K +900 +39%
SNT
216
Security National Trust
West Virginia
$173K
FPTW
217
Franklin, Parlapiano, Turner & Welch
Texas
$164K
GWM
218
Geneos Wealth Management
Colorado
$158K -$27K -526 -15%
ANBT
219
American National Bank & Trust
Texas
$157K +$149K +2,894 New
WEC
220
Winslow Evans & Crocker
Massachusetts
$134K +$2.57K +50 +2%
DSC
221
Duncker Streett & Co
Missouri
$129K +$308 +6 +0.3%
CG
222
Cutler Group
California
$125K +$113K +2,200 +1,964%
EWM
223
Evercore Wealth Management
New York
$121K
IWMPD
224
Integrated Wealth Management (Palm Desert)
California
$115K +$12.2K +238 +13%
MWP
225
MYCIO Wealth Partners
Pennsylvania
$110K +$720 +14 +0.7%

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.