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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$66K +$3.29K +56 +5%
PMFA
277
Plante Moran Financial Advisors
Michigan
$64K
GI
278
Gradient Investments
Minnesota
$63K
S
279
SignatureFD
Georgia
$63K
Deutsche Bank
280
Deutsche Bank
Germany
$56K -$17.6K -300 -24%
AIM
281
Anchor Investment Management
South Carolina
$53.3K -$5.88K -100 -10%
RFA
282
Reilly Financial Advisors
California
$52K
GCM
283
Gables Capital Management
Florida
$51K
BBHC
284
Brown Brothers Harriman & Co
New York
$47K -$94.3K -1,604 -67%
LDFR
285
Lehman & Derafelo Financial Resources
Pennsylvania
$47K
WEC
286
Winslow Evans & Crocker
Massachusetts
$40K +$1.18K +20 +3%
AIC
287
Archer Investment Corporation
Indiana
$39K +$38.8K +660 New
FRA
288
Front Row Advisors
California
$37K
GRP
289
Global Retirement Partners
California
$37K
PA
290
Procyon Advisors
Connecticut
$37K +$37K +630 New
OIA
291
Optimum Investment Advisors
Illinois
$35K
PAI
292
Pittenger & Anderson Inc
Nebraska
$35K
SMFS
293
Squar Milner Financial Services
California
$35K +$35.3K +600 New
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$32K
AWM
295
Atticus Wealth Management
Florida
$32K +$32.6K +554 New
SC
296
Sawyer & Company
Massachusetts
$31K
EP
297
Eudaimonia Partners
Tennessee
$31K +$30.7K +522 New
FHA
298
First Horizon Advisors
Tennessee
$29K
ADL
299
Asset Dedication LLC
California
$28K
IF
300
Ironwood Financial
Arizona
$27K

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.