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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
251
Lehman & Derafelo Financial Resources
Pennsylvania
$41K
HIM
252
HawsGoodwin Investment Management
Tennessee
$35K
FRA
253
Front Row Advisors
California
$34K
GRP
254
Global Retirement Partners
California
$32K
HS
255
Horan Securities
United States
$31K
OIA
256
Optimum Investment Advisors
Illinois
$31K
PFS
257
Prospera Financial Services
Texas
$29K +$29.2K +564 New
CIA
258
Choate Investment Advisors
Massachusetts
$28K +$28.8K +556 New
EP
259
Eudaimonia Partners
Tennessee
$27K
PP
260
PrairieView Partners
Minnesota
$25K
ADL
261
Asset Dedication LLC
California
$24K -$6.11K -118 -20%
BCM
262
Bourgeon Capital Management
Connecticut
$22K
OSNBOA
263
Old Second National Bank of Aurora
Illinois
$21K
FHA
264
First Horizon Advisors
Tennessee
$20K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$20K
CG
266
Cutler Group
California
$20K +$20.7K +400 New
FHA
267
Flagship Harbor Advisors
Massachusetts
$19K
AIM
268
Anchor Investment Management
South Carolina
$18.9K
AA
269
Ancora Advisors
Ohio
$18K
BAMG
270
Brand Asset Management Group
Missouri
$17K
AIC
271
Archer Investment Corporation
Indiana
$16.1K
CPW
272
Catalyst Private Wealth
California
$13K +$12.8K +248 New
TWA
273
TCI Wealth Advisors
Arizona
$12K -$3K -58 -20%
WEC
274
Winslow Evans & Crocker
Massachusetts
$12K
GT
275
Glenmede Trust
Pennsylvania
$11K

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.