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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
PCIG
201
Partners Capital Investment Group
Massachusetts
$215K -$13.2K -260 -6%
HB
202
Homrich & Berg
Georgia
$211K
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$4.06K +80 +2%
MCM
204
Millie Capital Management
California
$204K
CT
205
Coastline Trust
Rhode Island
$203K -$5.07K -100 -2%
AFP
206
Ausdal Financial Partners
Iowa
$202K
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$201K
NSIM
208
North Star Investment Management
Illinois
$171K
BC
209
Bartlett & Co
Ohio
$160K
GWM
210
Geneos Wealth Management
Colorado
$155K +$101 +2 +0.1%
SNT
211
Security National Trust
West Virginia
$151K -$10.1K -200 -6%
SQA
212
Simon Quick Advisors
New Jersey
$143K +$144K +2,832 New
Barclays
213
Barclays
United Kingdom
$140K
IFA
214
Interactive Financial Advisors
Illinois
$138K -$1.22K -24 -0.9%
FPS
215
Fieldpoint Private Securities
Connecticut
$138K +$139K +2,742 New
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$132K -$10.1K -200 -7%
MFT
217
Moisand Fitzgerald Tamayo
Florida
$118K +$119K +2,348 New
UBS AM
218
UBS AM
Illinois
$105K
CAL
219
Capital Analysts LLC
Pennsylvania
$101K
AAM
220
Advisors Asset Management
Colorado
$101K +$48.5K +956 +92%
GT
221
Glenmede Trust
Pennsylvania
$100K
GRP
222
Global Retirement Partners
California
$93K +$6.59K +130 +8%
AIM
223
Anchor Investment Management
South Carolina
$90.5K +$91.2K +1,798 New
SSB
224
Sandy Spring Bank
Maryland
$85K +$2.54K +50 +3%
ANBT
225
American National Bank & Trust
Texas
$81K

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.