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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
226
Sharkey, Howes & Javer
Colorado
$86K
SFC
227
SYM Financial Corp
Indiana
$86K
WIM
228
Westside Investment Management
California
$83.2K +$42.5K +852 +96%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$82K -$798 -16 -0.9%
FHB
230
First Hawaiian Bank
Hawaii
$77K
WT
231
Whittier Trust
California
$76K
IFA
232
Interactive Financial Advisors
Illinois
$72K -$8.88K -178 -11%
FHA
233
First Horizon Advisors
Tennessee
$69K +$100 +2 +0.1%
DSC
234
Duncker Streett & Co
Missouri
$69K +$499 +10 +0.7%
PMFA
235
Plante Moran Financial Advisors
Michigan
$69K +$17.5K +350 +32%
CIAS
236
Capital Investment Advisory Services
North Carolina
$67K +$69.7K +1,398 New
ME
237
McIlrath & Eck
Washington
$66K
PWM
238
PRW Wealth Management
Massachusetts
$66K +$68.4K +1,372 New
GRP
239
Global Retirement Partners
California
$63K +$7.38K +148 +13%
PCIG
240
Partners Capital Investment Group
Massachusetts
$62K +$997 +20 +2%
LFG
241
LifePlan Financial Group
Ohio
$60K -$6.18K -124 -9%
MA
242
MCF Advisors
Kentucky
$54K
PGWM
243
Parisi Gray Wealth Management
New Jersey
$53K +$55.4K +1,110 New
GI
244
Gradient Investments
Minnesota
$51K +$50.8K +1,018 +1,958%
AOWM
245
Alpha Omega Wealth Management
Virginia
$46K
FRA
246
Front Row Advisors
California
$46K
Deutsche Bank
247
Deutsche Bank
Germany
$45K -$23.5K -472 -33%
CC
248
Claybrook Capital
Massachusetts
$44K +$45.5K +912 New
WDL
249
Well Done LLC
Michigan
$44K +$45.5K +912 New
RFA
250
Reilly Financial Advisors
California
$43K

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.