We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
IF
277
Ironwood Financial
Arizona
$10K
SW
278
SVB Wealth
Massachusetts
$10K
CIAS
279
Capital Investment Advisory Services
North Carolina
$8K
RIM
280
Rockbridge Investment Management
New York
$8K
MPCG
281
Matrix Private Capital Group
New York
$7K
AWM
282
AllSquare Wealth Management
New York
$6K
MIM
283
Macroview Investment Management
Maryland
$4K
BW
284
Bison Wealth
Georgia
$4K +$103 +2 +3%
HI
285
Hudock Inc
Pennsylvania
$4K +$103 +2 +2%
AF
286
Allworth Financial
California
$3K
TCM
287
Tradewinds Capital Management
Washington
$3K
AW
288
Avion Wealth
Texas
$2K
HWA
289
HCR Wealth Advisors
California
$2K
CFA
290
Carroll Financial Associates
North Carolina
$1K
GTAM
291
Global Trust Asset Management
Florida
$1K
WIM
292
Westside Investment Management
California
$467 +$87.4K +1,690 +23%
SXL
293
Summit X LLC
Missouri
$408 +$48.4K +936 New
Citadel Advisors
294
Citadel Advisors
Florida
-$2.92M -57,972 Closed
MMA
295
Miracle Mile Advisors
California
-$2.34M -46,430 Closed
PCS
296
Personal CFO Solutions
New Jersey
-$1.52M -30,048 Closed
AllianceBernstein
297
AllianceBernstein
Tennessee
-$323K -6,400 Closed
VCM
298
Vision Capital Management
Oregon
-$305K -6,054 Closed
QIM
299
Quantitative Investment Management
Virginia
-$295K -5,864 Closed
CB
300
Commerce Bank
Missouri
-$253K -5,008 Closed

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.