iShares Select U.S. REIT ETF
283 hedge funds and large institutions have $1.5B invested in iShares Select U.S. REIT ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 126 reducing their positions, and 25 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4% less capital invested
Capital invested by funds: $1.57B → $1.5B (-$64.5M)
1% less funds holding
Funds holding: 286 → 283 (-3)
4.54% less ownership
Funds ownership: 121.84% → 117.3% (-4.5%)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
67% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.57M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.86M |
| 3 |
SG Americas Securities
New York
|
+$3.54M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 5 |
Morgan Stanley
New York
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$40.3M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$36M |
| 3 |
JP Morgan Chase
New York
|
-$26.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.4M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$9.61M |
ICF Hedge Fund Activity: Q2 2018 in Review
283 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2018, worth a combined $1.5B — down 4.1% from $1.57B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of ICF and 22 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 42 added.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $6.57M. The largest seller was BlackRock, cutting an estimated $40.3M.
- 283 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2018, down from 286 in Q1 2018.
- Funds reported $1.5B of iShares Select U.S. REIT ETF stock for Q2 2018, down 4.1% quarter-over-quarter.
- 22 funds opened new iShares Select U.S. REIT ETF positions in Q2 2018 and 25 closed out, a net change of -3 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q2 2018 was Merriman Wealth Management, an estimated $6.57M added.
- The largest iShares Select U.S. REIT ETF seller in Q2 2018 was BlackRock, an estimated $40.3M sold.
Based on aggregated 13F filings for Q2 2018.