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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
301
Haverford Trust Company
Pennsylvania
-$303K -5,982 Closed
CCM
302
Crossvault Capital Management
Texas
-$287K -5,662 Closed
DWT
303
Dorsey & Whitney Trust
South Dakota
-$255K -5,030 Closed
MPI
304
Mairs & Power Inc
Minnesota
-$255K -5,030 Closed
CCM
305
Coldstream Capital Management
Washington
-$219K -4,326 Closed
CA
306
Clearstead Advisors
Ohio
-$203K -4,000 Closed
Fiera Capital (Canada)
307
Fiera Capital (Canada)
Quebec, Canada
-$203K -3,998 Closed
CT
308
Coastline Trust
Rhode Island
-$202K -3,990 Closed
AFP
309
Ausdal Financial Partners
Iowa
-$201K -3,976 Closed
Simplex Trading
310
Simplex Trading
Illinois
-$138K -2,734 Closed
FPFS
311
First Personal Financial Services
North Carolina
-$74K -1,460 Closed
FGC
312
Financial Gravity Companies
Texas
-$22K -468 Closed
VCM
313
Vigilant Capital Management
Maine
-$18K -350 Closed
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
-$13K -256 Closed
KJWM
315
Kiley Juergens Wealth Management
Washington
-$12K -238 Closed
DOA
316
D'Orazio & Associates
Virginia
-$10K -200 Closed
CA
317
Calton & Associates
Florida
-$8K -174 Closed
VNA
318
Valley National Advisers
Pennsylvania
-$9K -174 Closed
PS
319
Portfolio Strategies
New York
-$9K -170 Closed
AWM
320
Avondale Wealth Management
Texas
-$5K -100 Closed
NCM
321
Northstar Capital Management
New York
-$3K -50 Closed
CIM
322
Contravisory Investment Management
Massachusetts
-$2K -44 Closed
EWM
323
Evercore Wealth Management
New York
-$2K -34 Closed

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.