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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$69K
Manulife (Manufacturers Life Insurance)
227
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$13.6K +290 +24%
FHA
228
First Horizon Advisors
Tennessee
$67K
APP
229
Avantax Planning Partners
Iowa
$66K +$66.5K +1,418 New
LFG
230
LifePlan Financial Group
Ohio
$64K +$64.2K +1,370 New
SWM
231
SeaCrest Wealth Management
New York
$63K
SJIM
232
St. Johns Investment Management
Florida
$63K
MPPLM
233
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$62K -$7.03K -150 -10%
CFD
234
Creative Financial Designs
Indiana
$59K
FRA
235
Front Row Advisors
California
$58K -$33.4K -712 -37%
SSB
236
Sandy Spring Bank
Maryland
$55K -$21.1K -450 -28%
GRP
237
Global Retirement Partners
California
$55K
MA
238
MCF Advisors
Kentucky
$53K
CCA
239
Clearwater Capital Advisors
Illinois
$53K +$53.5K +1,140 New
PMFA
240
Plante Moran Financial Advisors
Michigan
$51K
AWA
241
Acorn Wealth Advisors
Michigan
$48K +$281 +6 +0.6%
WIM
242
Westside Investment Management
California
$45.3K -$3.19K -68 -6%
AOWM
243
Alpha Omega Wealth Management
Virginia
$45K
PA
244
Parallel Advisors
California
$43K
WDL
245
Well Done LLC
Michigan
$43K +$42.8K +912 New
RFA
246
Reilly Financial Advisors
California
$42K
RWP
247
RWA Wealth Partners
Massachusetts
$40K +$40.4K +862 New
CPIG
248
Chicago Partners Investment Group
Illinois
$39K
SQA
249
Simon Quick Advisors
New Jersey
$39K
HNB
250
Huntington National Bank
Ohio
$37K

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.