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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
TCOV
176
Trust Company of Vermont
Vermont
$15K – – –
AFNAS
177
American Financial Network Advisory Services
California
$12K – – –
GRP
178
Global Retirement Partners
California
$12K – – –
VNA
179
Valley National Advisers
Pennsylvania
$12K – – –
WCM
180
Whitener Capital Management
North Carolina
$12K +$11.3K +280 New
IP
181
Intellectus Partners
California
$10K – – –
JIR
182
James Investment Research
Ohio
$9K – – –
LWA
183
Lowe Wealth Advisors
Maryland
$9K – – –
ASN
184
Advisory Services Network
Georgia
$7K -$173K -4,267 -97%
Walleye Trading
185
Walleye Trading
New York
$5.85K +$4.34M +107,025 +400%
TWA
186
TCI Wealth Advisors
Arizona
$5K +$4.62K +114 New
RE
187
RBC Europe
United Kingdom
$4.68K +$4.33K +107 New
AssetMark Inc
188
AssetMark Inc
California
$4K -$68M -1,679,644 -100%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.44K +85 New
CFA
190
Carroll Financial Associates
North Carolina
$3K +$3.04K +75 New
TFA
191
Toth Financial Advisory
Virginia
$2K +$2.02K +50 New
AIM
192
Anchor Investment Management
South Carolina
$612 +$567 +14 New
BHB
193
Bank Hapoalim BM
Israel
$453 +$5.06K +125 +1%
CI
194
Cavalier Investments
Georgia
– -$2.81M -76,790 Closed
BFA
195
Beaumont Financial Advisors
Massachusetts
– -$2.74M -74,939 Closed
UFF
196
USA Financial Formulas
Michigan
– -$877K -23,998 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
– -$863K -21,299 Closed
AGM
198
Alpine Global Management
New York
– -$770K -21,064 Closed
GFPC
199
Global Financial Private Capital
Florida
– -$453K -12,396 Closed
TH
200
Timber Hill
Connecticut
– -$361K -9,893 Closed
5 6 7
8
9

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.