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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
Reilly Financial Advisors
California
$41K
GCM
252
Gables Capital Management
Florida
$40K
CWC
253
Carolinas Wealth Consulting
North Carolina
$39K +$47.2K +844 New
S
254
SignatureFD
Georgia
$38K -$14.2K -254 -24%
BBHC
255
Brown Brothers Harriman & Co
New York
$37K
LDFR
256
Lehman & Derafelo Financial Resources
Pennsylvania
$37K
EW
257
Evoke Wealth
California
$36.6K +$44.8K +800 New
KPW
258
Kore Private Wealth
New York
$33K +$34K +608 +543%
FRA
259
Front Row Advisors
California
$31K +$112 +2 +0.3%
GRP
260
Global Retirement Partners
California
$29K
PA
261
Procyon Advisors
Connecticut
$29K
HS
262
Horan Securities
United States
$28K +$33.9K +606 New
OIA
263
Optimum Investment Advisors
Illinois
$27K
PAI
264
Pittenger & Anderson Inc
Nebraska
$27K
SMFS
265
Squar Milner Financial Services
California
$27K
GT
266
Glenmede Trust
Pennsylvania
$26K
AWM
267
Atticus Wealth Management
Florida
$25K
EP
268
Eudaimonia Partners
Tennessee
$24K
ADL
269
Asset Dedication LLC
California
$22K
PP
270
PrairieView Partners
Minnesota
$22K +$27.3K +488 New
HPC
271
HM Payson & Co
Maine
$21K
BCM
272
Bourgeon Capital Management
Connecticut
$20K +$8.4K +150 +54%
OSNBOA
273
Old Second National Bank of Aurora
Illinois
$19K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$18K -$8.4K -150 -27%
FHA
275
First Horizon Advisors
Tennessee
$18K -$5.6K -100 -20%

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.