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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
226
Park Avenue Securities
New York
$227K +$217K +3,931 New
BWA
227
Beam Wealth Advisors
Louisiana
$226K
AC
228
Addison Capital
Pennsylvania
$224K +$4.68K +85 +2%
BF
229
BOK Financial
Oklahoma
$222K +$55 +1 +0%
CAM
230
Cozad Asset Management
Illinois
$216K +$30.2K +548 +17%
William Blair & Company
231
William Blair & Company
Illinois
$216K +$39.7K +720 +24%
DSA
232
Droms Strauss Advisors
Missouri
$215K
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Virginia
$215K +$205K +3,723 New
DFG
234
Demars Financial Group
Washington
$208K +$199K +3,603 New
ATC
235
Argent Trust Co
Tennessee
$201K +$191K +3,470 New
NSIM
236
North Star Investment Management
Illinois
$197K
SNT
237
Security National Trust
West Virginia
$173K
JWM
238
Janiczek Wealth Management
Colorado
$161K
Franklin Resources
239
Franklin Resources
California
$145K
COCM
240
Charter Oak Capital Management
New Hampshire
$138K +$276 +5 +0.2%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$126K
SSB
242
Sandy Spring Bank
Maryland
$122K
CAAS
243
Capital Asset Advisory Services
Michigan
$120K +$32.8K +596 +40%
HFA
244
HC Financial Advisors
California
$119K
AWG
245
Altus Wealth Group
Colorado
$118K -$992 -18 -0.9%
CA
246
Clearstead Advisors
Ohio
$116K -$110K -2,000 -50%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$113K
APA
248
American Portfolios Advisors
New York
$108K
BCWM
249
Bartlett & Co Wealth Management
Ohio
$104K
BC
250
Bartlett & Co
Ohio
$104K

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.