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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
251
Alpha Omega Wealth Management
Virginia
$53K
Deutsche Bank
252
Deutsche Bank
Germany
$53K
RFA
253
Reilly Financial Advisors
California
$50K
GCM
254
Gables Capital Management
Florida
$49K
FNB
255
Farmers National Bank
Kentucky
$49K +$46.5K +884 New
SSB
256
Sandy Spring Bank
Maryland
$46K
LDFR
257
Lehman & Derafelo Financial Resources
Pennsylvania
$44K
HS
258
Horan Securities
United States
$43K
AF
259
Advisornet Financial
Minnesota
$39K +$211 +4 +0.6%
QCIG
260
Quad-Cities Investment Group
Iowa
$38K +$211 +4 +0.6%
FRA
261
Front Row Advisors
California
$35K -$18K -342 -35%
PA
262
Parallel Advisors
California
$35K
CB
263
Community Bank
New York
$35K +$33.4K +634 New
OIA
264
Optimum Investment Advisors
Illinois
$33K
PAI
265
Pittenger & Anderson Inc
Nebraska
$33K
SMFS
266
Squar Milner Financial Services
California
$33K
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$30.6K
SC
268
Sawyer & Company
Massachusetts
$29K
SQA
269
Simon Quick Advisors
New Jersey
$29K +$27.3K +518 New
ADL
270
Asset Dedication LLC
California
$27K
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$27K +$15.2K +288 +152%
IF
272
Ironwood Financial
Arizona
$26K
DWM
273
Destination Wealth Management
California
$24K
QAM
274
QCI Asset Management
New York
$23K -$10.5K -200 -32%
OSNBOA
275
Old Second National Bank of Aurora
Illinois
$23K

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.