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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
251
Gables Capital Management
Florida
$42K
SSB
252
Sandy Spring Bank
Maryland
$39K -$2.99K -60 -7%
HNB
253
Huntington National Bank
Ohio
$38K
HS
254
Horan Securities
United States
$38K +$33.4K +670 +632%
LDFR
255
Lehman & Derafelo Financial Resources
Pennsylvania
$38K +$39.9K +800 New
AF
256
Advisornet Financial
Minnesota
$33K +$199 +4 +0.6%
EWA
257
ERTS Wealth Advisors
Michigan
$33K +$33.9K +680 New
QCIG
258
Quad-Cities Investment Group
Iowa
$32K +$16.7K +334 +99%
PA
259
Parallel Advisors
California
$30K -$15K -300 -32%
LNB
260
Ledyard National Bank
$30K
QAM
261
QCI Asset Management
New York
$30K
OIA
262
Optimum Investment Advisors
Illinois
$29K
PAI
263
Pittenger & Anderson Inc
Nebraska
$29K
SMFS
264
Squar Milner Financial Services
California
$29K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$26.3K
SC
266
Sawyer & Company
Massachusetts
$25K
ADL
267
Asset Dedication LLC
California
$23K
IF
268
Ironwood Financial
Arizona
$22K
DWM
269
Destination Wealth Management
California
$21K
OSNBOA
270
Old Second National Bank of Aurora
Illinois
$20K
VFA
271
Valeo Financial Advisors
Indiana
$19K
SIAS
272
Shine Investment Advisory Services
Colorado
$19K +$19.6K +394 New
Simplex Trading
273
Simplex Trading
Illinois
$18K
BAMG
274
Brand Asset Management Group
Missouri
$16K +$100 +2 +0.6%
FHA
275
Flagship Harbor Advisors
Massachusetts
$14K

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.