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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$91.6K
William Blair & Company
227
William Blair & Company
Illinois
$91K +$48K +858 +76%
MFT
228
Moisand Fitzgerald Tamayo
Florida
$89K
SSB
229
Sandy Spring Bank
Maryland
$89K +$35.5K +634 +49%
OPS
230
Orion Portfolio Solutions
Nebraska
$84K
PB
231
Pinnacle Bancorp
Nebraska
$82K
LFG
232
LifePlan Financial Group
Ohio
$82K +$1.01K +18 +1%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$81K -$7.84K -140 -7%
HIM
234
HawsGoodwin Investment Management
Tennessee
$80K
AIC
235
Ameritas Investment Company
Nebraska
$77K +$32.8K +586 +51%
WT
236
Whittier Trust
California
$73K
IA
237
Independence Advisors
Pennsylvania
$68K
CAAS
238
Capital Asset Advisory Services
Michigan
$67K -$1.12K -20 -1%
DSC
239
Duncker Streett & Co
Missouri
$67K
SJIM
240
St. Johns Investment Management
Florida
$60K
ME
241
McIlrath & Eck
Washington
$58K -$2.8K -50 -4%
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$1.29M -22,990 -95%
FP
243
Financial Perspectives
Minnesota
$53.6K
IFA
244
Interactive Financial Advisors
Illinois
$53K -$1.68K -30 -3%
IA
245
IFP Advisors
Florida
$52K -$320K -5,722 -84%
MA
246
MCF Advisors
Kentucky
$52K -$1.12K -20 -2%
PMFA
247
Plante Moran Financial Advisors
Michigan
$50K
GI
248
Gradient Investments
Minnesota
$49K
Deutsche Bank
249
Deutsche Bank
Germany
$45K
AIM
250
Anchor Investment Management
South Carolina
$41.8K

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.