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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Realta Investment Advisors
Delaware
$26K +$20.4K +348 +424%
OSNBOA
277
Old Second National Bank of Aurora
Illinois
$25K
HNB
278
Huntington National Bank
Ohio
$24K
SIAS
279
Shine Investment Advisory Services
Colorado
$24K
QAM
280
QCI Asset Management
New York
$22K -$2.92K -50 -12%
VFA
281
Valeo Financial Advisors
Indiana
$22K -$1.99K -34 -9%
FHA
282
Flagship Harbor Advisors
Massachusetts
$22K
BAMG
283
Brand Asset Management Group
Missouri
$20K
SIM
284
Sonora Investment Management
Arizona
$19K
SBA
285
Secrest Blakey & Associates
North Carolina
$18K
TWA
286
TCI Wealth Advisors
Arizona
$17K
BCM
287
Bourgeon Capital Management
Connecticut
$17K +$16.3K +278 New
AIA
288
Arrow Investment Advisors
Maryland
$16.4K -$13.6M -232,378 -83%
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$15K -$13.6K -232 -49%
WCG
290
Weaver Consulting Group
California
$13K
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$57.7K -986 -91%
AWM
293
AllSquare Wealth Management
New York
$6K
CFA
294
Carroll Financial Associates
North Carolina
$6K
SFA
295
Semmax Financial Advisors
North Carolina
$6K
BFEC
296
Benjamin F. Edwards & Company
Missouri
$5K
HI
297
Hudock Inc
Pennsylvania
$5K
AF
298
Allworth Financial
California
$4K
FWM
299
Focused Wealth Management
New York
$4K
TCM
300
Tradewinds Capital Management
Washington
$3K +$2.92K +50 New

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.