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iShares US Home Construction ETF
ITB

193 hedge funds and large institutions have $1.86B invested in iShares US Home Construction ETF in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

123% more call options, than puts

Call options by funds: $210M | Put options by funds: $93.9M

58% more capital invested

Capital invested by funds: $1.18B → $1.86B (+$681M)

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

29% more funds holding

Funds holding: 150 → 193 (+43)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

4.02% more ownership

Funds ownership: 70.54% → 74.57% (+4%)

Holders
193
Holders Change
+43
Holders Change %
+28.67%
% of All Funds
4.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
59
Increased
54
Reduced
49
Closed
14
Calls
$210M
Puts
$93.9M
Net Calls
+$116M
Net Calls Change
+$839K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$188M
2
Morgan Stanley
Morgan Stanley
New York
+$83.7M
3
Two Sigma Investments
Two Sigma Investments
New York
+$30.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$25.5M
5
NCM
Niemann Capital Management
Nevada
+$22.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$68M
2
QIM
Quantitative Investment Management
Virginia
-$44.9M
3
Goldman Sachs
Goldman Sachs
New York
-$18.2M
4
JCM
Janney Capital Management
Pennsylvania
-$12.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$634K -$1.15M -28,439 -67%
TBA
102
Train Babcock Advisors
New York
$611K +$566K +13,984 New
Stifel Financial
103
Stifel Financial
Missouri
$556K +$30.1K +744 +6%
SFS
104
Sowell Financial Services
Arkansas
$529K -$172K -4,250 -27%
WSTAM
105
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$490K +12,095 New
CB
106
Commerce Bank
Missouri
$520K +$20.3K +500 +4%
HCM
107
Hilton Capital Management
New York
$507K – – –
IFS
108
Ifrah Financial Services
Arkansas
$491K +$8.71K +215 +2%
PP
109
Professional Planning
California
$482K +$447K +11,029 New
DADC
110
D.A. Davidson & Co
Montana
$477K +$32.4K +800 +8%
CA
111
Cetera Advisors
Colorado
$475K -$26.5K -655 -6%
WMG
112
WESCAP Management Group
California
$471K -$117K -2,896 -21%
Creative Planning
113
Creative Planning
Kansas
$453K +$161K +3,973 +62%
EIA
114
Edgemoor Investment Advisors
Maryland
$450K – – –
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$449K +$5.06K +125 +1%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$447K -$1.34K -33 -0.3%
IH
117
IFC Holdings
Florida
$408K +$382K +9,443 New
LRIA
118
Leonard Rickey Investment Advisors
Washington
$405K +$375K +9,266 New
SWP
119
Stratos Wealth Partners
Ohio
$374K +$39.5K +976 +13%
HWA
120
HCR Wealth Advisors
California
$372K -$28.4K -700 -8%
RWMH
121
Riverpoint Wealth Management Holdings
Illinois
$366K – – –
FTC
122
Farmers Trust Company
Ohio
$353K +$327K +8,066 New
VFA
123
Voya Financial Advisors
Connecticut
$329K +$303K +7,492 New
SIM
124
SSI Investment Management
California
$312K +$290K +7,167 New
PWA
125
Peterson Wealth Advisors
Utah
$309K +$287K +7,076 New
3 4
5
6 7

ITB Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Home Construction ETF (ITB) for Q4 2017, worth a combined $1.86B — up 58% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ITB positions and 14 closed out — a net gain of 45 holders — while 54 added to existing stakes and 49 trimmed.

The largest buyer was UBS Group, adding an estimated $188M. The largest seller was AssetMark Inc, cutting an estimated $68M.

  • 193 institutional investors held iShares US Home Construction ETF (ITB) as of Q4 2017, up from 150 in Q3 2017.
  • Funds reported $1.86B of iShares US Home Construction ETF stock for Q4 2017, up 58% quarter-over-quarter.
  • 59 funds opened new iShares US Home Construction ETF positions in Q4 2017 and 14 closed out, a net change of +45 holders.
  • The largest iShares US Home Construction ETF buyer in Q4 2017 was UBS Group, an estimated $188M added.
  • The largest iShares US Home Construction ETF seller in Q4 2017 was AssetMark Inc, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2017.