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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$9K
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$7K
MCM
278
MV Capital Management
Maryland
$6K -$750 -16 -11%
AWM
279
AllSquare Wealth Management
New York
$5K
HS
280
Horan Securities
United States
$5K
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$4K
CFA
282
Carroll Financial Associates
North Carolina
$4K +$94 +2 +2%
FWM
283
Focused Wealth Management
New York
$3K
AF
284
Allworth Financial
California
$3K +$2.81K +60 New
GFP
285
Gryphon Financial Partners
Ohio
$2K
GTAM
286
Global Trust Asset Management
Florida
$1K
SI
287
SII Investments
Wisconsin
-$13.7M -271,406 Closed
FBB
288
Fulton Breakefield Broenniman
Maryland
-$6.66M -131,494 Closed
MWM
289
Merriman Wealth Management
Washington
-$4.95M -97,794 Closed
Principal Financial Group
290
Principal Financial Group
Iowa
-$3.65M -71,990 Closed
SCM
291
Stordahl Capital Management
Colorado
-$3.4M -67,132 Closed
FIM
292
Freedom Investment Management
Connecticut
-$2.92M -57,730 Closed
NIM
293
Northeast Investment Management
Massachusetts
-$2.09M -41,318 Closed
PFT
294
Providence First Trust
Arizona
-$1.41M -27,848 Closed
AI
295
Atria Investments
North Carolina
-$1.02M -20,242 Closed
FTS
296
Fifth Third Securities
Ohio
-$659K -13,008 Closed
KM
297
Kalos Management
Georgia
-$525K -10,388 Closed
WP
298
WealthSource Partners
California
-$499K -9,854 Closed
TSS
299
Two Sigma Securities
New York
-$499K -9,844 Closed
FCI
300
Financial Counselors Inc
Kansas
-$326K -6,428 Closed

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.