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iShares Select U.S. REIT ETF

294 hedge funds and large institutions have $1.86B invested in iShares Select U.S. REIT ETF in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

31% more call options, than puts

Call options by funds: $466K | Put options by funds: $355K

8% more funds holding

Funds holding: 272294 (+22)

3.09% less ownership

Funds ownership: 126.28%123.19% (-3.1%)

7% less capital invested

Capital invested by funds: $2.01B → $1.86B (-$148M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

33% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 108

Holders
294
Holders Change
+22
Holders Change %
+8.09%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
48
Increased
72
Reduced
108
Closed
24
Calls
$466K
Puts
$355K
Net Calls
+$111K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$615M -$4.64M -91,210 -0.7%
JP Morgan Chase
2
JP Morgan Chase
New York
$119M -$111M -2,174,256 -48%
Bank of America
3
Bank of America
North Carolina
$117M -$20.3M -398,602 -15%
M&T Bank
4
M&T Bank
New York
$71.1M -$3.59M -70,586 -5%
Wells Fargo
5
Wells Fargo
California
$59.6M +$5.67M +111,372 +10%
ANTB
6
AMG National Trust Bank
Colorado
$54.8M -$1.27M -24,938 -2%
TF
7
TIAA FSB
Florida
$52.1M +$3.33M +65,508 +7%
Morgan Stanley
8
Morgan Stanley
New York
$48.5M +$1.13M +22,156 +2%
CFB
9
Cullen/Frost Bankers
Texas
$42.3M +$377K +7,404 +0.9%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$38.6M -$1.02M -20,048 -3%
Creative Planning
11
Creative Planning
Kansas
$36.6M -$1.38M -27,184 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$35.2M -$2.04M -40,038 -5%
LIA
13
LBMC Investment Advisors
Tennessee
$21.2M +$74.2K +1,458 +0.3%
KeyBank National Association
14
KeyBank National Association
Ohio
$21.2M -$693K -13,620 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$20.1M -$694K -13,638 -3%
DIP
16
DT Investment Partners
Pennsylvania
$18.7M +$35K +688 +0.2%
GB
17
Gunma Bank
Japan
$16.2M
BP
18
Ballentine Partners
Massachusetts
$15.8M -$402K -7,906 -2%
UBS Group
19
UBS Group
Switzerland
$15.6M -$2.41M -47,294 -13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.2M +$495K +9,732 +3%
LPL Financial
21
LPL Financial
California
$14.4M +$106K +2,078 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.8M +$3.48M +68,464 +34%
SI
23
SII Investments
Wisconsin
$13.7M -$5.41M -106,264 -28%
MA
24
MUFG Americas
New York
$12.4M -$499K -9,808 -4%
Comerica Bank
25
Comerica Bank
Texas
$11.9M -$381K -7,492 -3%

ICF Hedge Fund Activity: Q4 2017 in Review

294 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2017, worth a combined $1.86B — down 7.4% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ICF positions and 24 closed out — a net gain of 24 holders — while 72 added to existing stakes and 108 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.67M. The largest seller was JP Morgan Chase, cutting an estimated $111M.

  • 294 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $1.86B of iShares Select U.S. REIT ETF stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 48 funds opened new iShares Select U.S. REIT ETF positions in Q4 2017 and 24 closed out, a net change of +24 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2017 was Wells Fargo, an estimated $5.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2017 was JP Morgan Chase, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2017.