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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
226
Landmark Bank
Missouri
$234K -$81.6K -1,388 -26%
CBN
227
Cadence Bank NA
Texas
$234K
CA
228
Clearstead Advisors
Ohio
$234K
BWA
229
Beam Wealth Advisors
Louisiana
$227K +$228K +3,882 New
CCM
230
Colorado Capital Management
Colorado
$221K -$2.82K -48 -1%
BF
231
BOK Financial
Oklahoma
$214K +$215K +3,664 New
OA
232
Oxbow Advisors
Texas
$211K +$212K +3,600 New
FFN
233
Focus Financial Network
Minnesota
$207K -$12.5K -212 -6%
NL
234
NWAM LLC
Washington
$206K
Principal Financial Group
235
Principal Financial Group
Iowa
$205K +$206K +3,504 New
FNT
236
First National Trust
Pennsylvania
$204K
JA
237
JOYN Advisors
Georgia
$203K
WWM
238
Western Wealth Management
Colorado
$203K
QC
239
QCM Cayman
Texas
$203K +$204K +3,472 New
NSIM
240
North Star Investment Management
Illinois
$199K
PCG
241
Private Capital Group
Connecticut
$195K -$7.76K -132 -4%
CFG
242
Citizens Financial Group
Rhode Island
$177K +$823 +14 +0.5%
SNT
243
Security National Trust
West Virginia
$175K
MCM
244
MV Capital Management
Maryland
$164K
Fidelity Investments
245
Fidelity Investments
Massachusetts
$163K -$56.5K -960 -26%
GWM
246
Geneos Wealth Management
Colorado
$161K
FPS
247
Fieldpoint Private Securities
Connecticut
$159K
RWA
248
Ropes Wealth Advisors
Massachusetts
$159K
AC
249
AlphaCore Capital
California
$151K +$152K +2,580 New
APA
250
American Portfolios Advisors
New York
$122K +$17.6K +300 +17%

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.