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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$119K +$17.6K +300 +17%
SF
252
Synovus Financial
Georgia
$118K
FGAM
253
Financial Gravity Asset Management
Texas
$117K +$44.2K +752 New
BCWM
254
Bartlett & Co Wealth Management
Ohio
$117K -$35.3K -600 -23%
MFT
255
Moisand Fitzgerald Tamayo
Florida
$114K
MWP
256
MYCIO Wealth Partners
Pennsylvania
$108K
OPS
257
Orion Portfolio Solutions
Nebraska
$108K +$108K +1,840 New
PB
258
Pinnacle Bancorp
Nebraska
$105K +$1.29K +22 +1%
LFG
259
LifePlan Financial Group
Ohio
$104K +$31.2K +530 +43%
HIM
260
HawsGoodwin Investment Management
Tennessee
$102K +$103K +1,750 New
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$94K +$35.5K +604 +60%
WT
262
Whittier Trust
California
$93K
CAAS
263
Capital Asset Advisory Services
Michigan
$92K +$88.3K +1,502 New
IA
264
Independence Advisors
Pennsylvania
$87K +$87.3K +1,484 New
TI
265
tru Independence
Oregon
$87K +$112K +1,900 New
DSC
266
Duncker Streett & Co
Missouri
$86K +$86.3K +1,468 New
CIAS
267
Capital Investment Advisory Services
North Carolina
$82K
ME
268
McIlrath & Eck
Washington
$77K
SSB
269
Sandy Spring Bank
Maryland
$76K -$20K -340 -21%
SJIM
270
St. Johns Investment Management
Florida
$76K
PWP
271
Personal Wealth Partners
Minnesota
$74K
IFA
272
Interactive Financial Advisors
Illinois
$69K -$9.88K -168 -12%
FP
273
Financial Perspectives
Minnesota
$68.4K +$68.8K +1,170 New
MA
274
MCF Advisors
Kentucky
$68K +$1.18K +20 +2%
AIC
275
Ameritas Investment Company
Nebraska
$67K -$29K -494 -30%

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.