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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$91.8K
PB
227
Pinnacle Bancorp
Nebraska
$91K
TI
228
tru Independence
Oregon
$90K +$91.6K +1,770 New
WT
229
Whittier Trust
California
$81K
PCIA
230
Prime Capital Investment Advisors
Kansas
$79K -$7.87K -152 -9%
CAAS
231
Capital Asset Advisory Services
Michigan
$76K
IA
232
Independence Advisors
Pennsylvania
$76K +$103 +2 +0.1%
BFG
233
Baron Financial Group
New Jersey
$67.9K +$68.9K +1,332 New
IA
234
IFP Advisors
Florida
$67K +$6.73K +130 +11%
MCM
235
MV Capital Management
Maryland
$65K -$305K -5,898 -82%
ME
236
McIlrath & Eck
Washington
$65K
DSC
237
Duncker Streett & Co
Missouri
$59K +$103 +2 +0.2%
IFA
238
Interactive Financial Advisors
Illinois
$59K +$103 +2 +0.2%
GI
239
Gradient Investments
Minnesota
$55K
PMFA
240
Plante Moran Financial Advisors
Michigan
$55K
Deutsche Bank
241
Deutsche Bank
Germany
$50K
SJIM
242
St. Johns Investment Management
Florida
$49K
NNP
243
Nachman Norwood & Parrott
South Carolina
$48K +$48.2K +932 New
APWA
244
Atlas Private Wealth Advisors
New Jersey
$47K +$310 +6 +0.7%
PS
245
Planned Solutions
California
$47K +$47.4K +916 New
GCM
246
Gables Capital Management
Florida
$45K
AF
247
Advisornet Financial
Minnesota
$44K -$274K -5,290 -86%
CWC
248
Carolinas Wealth Consulting
North Carolina
$43K
HPC
249
HM Payson & Co
Maine
$43K
EW
250
Evoke Wealth
California
$41K

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.