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iShares Select U.S. REIT ETF

285 hedge funds and large institutions have $2.21B invested in iShares Select U.S. REIT ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $1.5B → $2.21B (+$709M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1.99% more ownership

Funds ownership: 117.3%119.29% (+2%)

1% more funds holding

Funds holding: 283285 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

52% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 113

Holders
285
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
26
Increased
54
Reduced
113
Closed
22
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$620K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Sawyer & Company
Massachusetts
$26K
ADL
252
Asset Dedication LLC
California
$24K
IF
253
Ironwood Financial
Arizona
$24K
DWM
254
Destination Wealth Management
California
$22K +$21.8K +430 New
OBWP
255
O'Brien Wealth Partners
Massachusetts
$21K
OSNBOA
256
Old Second National Bank of Aurora
Illinois
$21K
VFA
257
Valeo Financial Advisors
Indiana
$19K
Simplex Trading
258
Simplex Trading
Illinois
$19K +$20K +394 New
AAM
259
Advisors Asset Management
Colorado
$18K
AA
260
Ancora Advisors
Ohio
$18K +$17.9K +352 New
BAMG
261
Brand Asset Management Group
Missouri
$17K
QCIG
262
Quad-Cities Investment Group
Iowa
$17K +$17.1K +338 New
PC
263
Premise Capital
Illinois
$16K -$221K -4,352 -93%
FHA
264
Flagship Harbor Advisors
Massachusetts
$15K
TWA
265
TCI Wealth Advisors
Arizona
$14K -$10K -198 -42%
WEC
266
Winslow Evans & Crocker
Massachusetts
$14K
IAS
267
IMA Advisory Services
Colorado
$12K
KJWM
268
Kiley Juergens Wealth Management
Washington
$11K
CFD
269
Creative Financial Designs
Indiana
$11K +$101 +2 +0.9%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$10K
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$10K
GP
273
Girard Partners
Pennsylvania
$10K +$10.1K +200 New
MFBTD
274
MB Financial Bank - Trust Department
Illinois
$10K +$10.1K +200 New
Fidelity Investments
275
Fidelity Investments
Massachusetts
$8K +$7.91K +156 New

ICF Hedge Fund Activity: Q3 2018 in Review

285 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2018, worth a combined $2.21B — up 47% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ICF positions and 22 closed out — a net gain of 4 holders — while 54 added to existing stakes and 113 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $15.9M. The largest seller was BlackRock, cutting an estimated $19M.

  • 285 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2018, up from 283 in Q2 2018.
  • Funds reported $2.21B of iShares Select U.S. REIT ETF stock for Q3 2018, up 47% quarter-over-quarter.
  • 26 funds opened new iShares Select U.S. REIT ETF positions in Q3 2018 and 22 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2018 was Goldman Sachs, an estimated $15.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2018 was BlackRock, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2018.