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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$36K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$33.1K -$23.4K -500 -41%
AF
253
Advisornet Financial
Minnesota
$32K
QAM
254
QCI Asset Management
New York
$31K
LNB
255
Ledyard National Bank
$29K
PAI
256
Pittenger & Anderson Inc
Nebraska
$28K
BFC
257
Bedel Financial Consulting
Indiana
$28K +$27.9K +594 New
OIA
258
Optimum Investment Advisors
Illinois
$28K +$28.1K +600 New
TWA
259
TCI Wealth Advisors
Arizona
$27K +$7.6K +162 +40%
WF
260
WealthTrust Fairport
Ohio
$26K +$25.9K +552 New
SC
261
Sawyer & Company
Massachusetts
$24K
CB
262
Community Bank
New York
$23K
IF
263
Ironwood Financial
Arizona
$22K
RCAG
264
Rehmann Capital Advisory Group
Michigan
$22K +$22.3K +476 New
ADL
265
Asset Dedication LLC
California
$22K +$22.5K +480 New
BFEC
266
Benjamin F. Edwards & Company
Missouri
$21K
OBWP
267
O'Brien Wealth Partners
Massachusetts
$20K +$19.7K +420 New
FNB
268
Farmers National Bank
Kentucky
$19K
OSNBOA
269
Old Second National Bank of Aurora
Illinois
$19K
MFW
270
Mosaic Family Wealth
Missouri
$19K +$19.1K +408 New
AAM
271
Advisors Asset Management
Colorado
$17K
VFA
272
Valeo Financial Advisors
Indiana
$17K
RE
273
RBC Europe
United Kingdom
$17K
WEC
274
Winslow Evans & Crocker
Massachusetts
$10.3K -$25.1K -536 -71%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.33K

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.