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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Ceros Financial Services
Maryland
$124K +$117K +2,222 New
UBS AM
227
UBS AM
Illinois
$116K
MFT
228
Moisand Fitzgerald Tamayo
Florida
$108K
APA
229
American Portfolios Advisors
New York
$103K
SFC
230
SYM Financial Corp
Indiana
$100K
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$96K
SHJ
232
Sharkey, Howes & Javer
Colorado
$93K -$6.32K -120 -7%
FHB
233
First Hawaiian Bank
Hawaii
$89K
WT
234
Whittier Trust
California
$88K
SJIM
235
St. Johns Investment Management
Florida
$87K -$21.1K -400 -20%
FHA
236
First Horizon Advisors
Tennessee
$81K
DSC
237
Duncker Streett & Co
Missouri
$81K +$211 +4 +0.3%
AIM
238
Anchor Investment Management
South Carolina
$78.5K -$20.3K -386 -21%
CIAS
239
Capital Investment Advisory Services
North Carolina
$78K
CI
240
CX Institutional
Indiana
$78K +$74.1K +1,408 New
IFA
241
Interactive Financial Advisors
Illinois
$76K -$7.05K -134 -9%
ME
242
McIlrath & Eck
Washington
$76K
PWM
243
PRW Wealth Management
Massachusetts
$76K
GRP
244
Global Retirement Partners
California
$73K
LFG
245
LifePlan Financial Group
Ohio
$69K
MA
246
MCF Advisors
Kentucky
$63K
PGWM
247
Parisi Gray Wealth Management
New Jersey
$62K
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$101K -1,924 -64%
PMFA
249
Plante Moran Financial Advisors
Michigan
$60K -$18.4K -350 -24%
GI
250
Gradient Investments
Minnesota
$59K

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.