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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$13K +$199 +4 +1%
WEC
277
Winslow Evans & Crocker
Massachusetts
$12K
IAS
278
IMA Advisory Services
Colorado
$11K
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$10K
SFA
280
Semmax Financial Advisors
North Carolina
$10K +$10.5K +210 New
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.57K
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$9K
SIAG
283
Signet Investment Advisory Group
Rhode Island
$9K +$9.67K +194 New
Chevy Chase Trust
284
Chevy Chase Trust
Maryland
$8K +$8.78K +176 New
Fidelity Investments
285
Fidelity Investments
Massachusetts
$7K +$199 +4 +3%
FNC
286
First National Corp
Massachusetts
$6K +$6.18K +124 New
AWM
287
AllSquare Wealth Management
New York
$5K
KPW
288
Kore Private Wealth
New York
$5K +$5.29K +106 New
CFA
289
Carroll Financial Associates
North Carolina
$4K
BFEC
290
Benjamin F. Edwards & Company
Missouri
$4K +$3.99K +80 New
RFM
291
Royal Fund Management
Florida
$4K +$4.39K +88 New
AF
292
Allworth Financial
California
$3K
FWM
293
Focused Wealth Management
New York
$3K +$199 +4 +6%
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$3K +$2.99K +60 New
NC
295
NewSquare Capital
Pennsylvania
$2K -$3.45M -69,116 -100%
MOS
296
MGO One Seven
Ohio
$2K +$3.09K +62 New
AAM
297
Advisors Asset Management
Colorado
$1K -$16.4K -328 -92%
GTAM
298
Global Trust Asset Management
Florida
$1K
KCM
299
Karp Capital Management
California
$1K +$798 +16 New
NA
300
NewEdge Advisors
Louisiana
$391 +$96.1K +1,928 +31%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.