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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$166K
FPS
227
Fieldpoint Private Securities
Connecticut
$163K
RWA
228
Ropes Wealth Advisors
Massachusetts
$163K
BCWM
229
Bartlett & Co Wealth Management
Ohio
$156K
BC
230
Bartlett & Co
Ohio
$156K
BBHC
231
Brown Brothers Harriman & Co
New York
$144K -$93.8K -1,604 -40%
UBS AM
232
UBS AM
Illinois
$125K
SF
233
Synovus Financial
Georgia
$121K
MFT
234
Moisand Fitzgerald Tamayo
Florida
$117K
MWP
235
MYCIO Wealth Partners
Pennsylvania
$110K
APA
236
American Portfolios Advisors
New York
$108K
PB
237
Pinnacle Bancorp
Nebraska
$106K
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$103K
SSB
239
Sandy Spring Bank
Maryland
$99K
AIC
240
Ameritas Investment Company
Nebraska
$98K +$95.5K +1,632 New
WT
241
Whittier Trust
California
$95K
CIAS
242
Capital Investment Advisory Services
North Carolina
$84K
IFA
243
Interactive Financial Advisors
Illinois
$81K -$1.29K -22 -2%
ME
244
McIlrath & Eck
Washington
$79K -$2.92K -50 -4%
SJIM
245
St. Johns Investment Management
Florida
$78K
PWP
246
Personal Wealth Partners
Minnesota
$76K
Deutsche Bank
247
Deutsche Bank
Germany
$76K +$17.6K +300 +31%
LFG
248
LifePlan Financial Group
Ohio
$75K
MA
249
MCF Advisors
Kentucky
$68K
PMFA
250
Plante Moran Financial Advisors
Michigan
$65K

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.