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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
MYCIO Wealth Partners
Pennsylvania
$104K +$103K +1,840 New
APA
227
American Portfolios Advisors
New York
$101K -$3.37K -60 -3%
SFC
228
SYM Financial Corp
Indiana
$101K
PB
229
Pinnacle Bancorp
Nebraska
$100K +$99.4K +1,770 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$97K
GI
231
Gradient Investments
Minnesota
$97K +$36.5K +650 +61%
SHJ
232
Sharkey, Howes & Javer
Colorado
$94K
SSB
233
Sandy Spring Bank
Maryland
$93K +$46K +820 +100%
AC
234
Avestar Capital
New York
$90K +$89.8K +1,600 New
WT
235
Whittier Trust
California
$89K
DSC
236
Duncker Streett & Co
Missouri
$82K +$337 +6 +0.4%
AIM
237
Anchor Investment Management
South Carolina
$79.5K
CIAS
238
Capital Investment Advisory Services
North Carolina
$79K
IFA
239
Interactive Financial Advisors
Illinois
$77K -$225 -4 -0.3%
ME
240
McIlrath & Eck
Washington
$76K
SJIM
241
St. Johns Investment Management
Florida
$73K -$14.6K -260 -17%
Simplex Trading
242
Simplex Trading
Illinois
$73K +$73.7K +1,312 New
PWP
243
Personal Wealth Partners
Minnesota
$72K +$71.4K +1,272 New
LFG
244
LifePlan Financial Group
Ohio
$70K
MA
245
MCF Advisors
Kentucky
$64K
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K
PMFA
247
Plante Moran Financial Advisors
Michigan
$61K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$56K +$56.2K +1,000 New
AOWM
249
Alpha Omega Wealth Management
Virginia
$54K
Deutsche Bank
250
Deutsche Bank
Germany
$54K

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.