We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
276
Old Second National Bank of Aurora
Illinois
$23K
SIAS
277
Shine Investment Advisory Services
Colorado
$22K
VFA
278
Valeo Financial Advisors
Indiana
$22K
FHA
279
Flagship Harbor Advisors
Massachusetts
$21K -$3.15K -56 -13%
BAMG
280
Brand Asset Management Group
Missouri
$19K +$112 +2 +0.6%
SIM
281
Sonora Investment Management
Arizona
$18K +$18K +320 New
SBA
282
Secrest Blakey & Associates
North Carolina
$17K
TWA
283
TCI Wealth Advisors
Arizona
$16K +$112 +2 +0.7%
WCG
284
Weaver Consulting Group
California
$13K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K
HGWM
286
Harvest Group Wealth Management
Massachusetts
$9K +$8.98K +160 New
AWM
287
AllSquare Wealth Management
New York
$6K
CFA
288
Carroll Financial Associates
North Carolina
$6K +$898 +16 +16%
SFA
289
Semmax Financial Advisors
North Carolina
$5K -$6.51K -116 -55%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$5K
HI
291
Hudock Inc
Pennsylvania
$5K
RIA
292
Realta Investment Advisors
Delaware
$5K
GFPC
293
Global Financial Private Capital
Florida
$4K -$647K -11,518 -99%
FWM
294
Focused Wealth Management
New York
$3K -$225 -4 -6%
AF
295
Allworth Financial
California
$3K
GTAM
296
Global Trust Asset Management
Florida
$2K
NC
297
NewSquare Capital
Pennsylvania
$2K
LFG
298
Larson Financial Group
Missouri
$1K +$562 +10 New
MWM
299
Meridian Wealth Management
Kentucky
$331 +$33K +588 New
BRWM
300
B. Riley Wealth Management
Tennessee
$232

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.