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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
301
Kore Private Wealth
New York
$3K -$3.16K -60 -57%
AF
302
Allworth Financial
California
$3K
AAM
303
Advisors Asset Management
Colorado
$2K
GTAM
304
Global Trust Asset Management
Florida
$2K
NC
305
NewSquare Capital
Pennsylvania
$2K
MC
306
Muzinich & Co
New York
$180 +$170K +3,230 New
GT
307
Glenmede Trust
Pennsylvania
$60 -$47.4K -900 -45%
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
-$3.39M -64,492 Closed
Principal Financial Group
309
Principal Financial Group
Iowa
-$2.52M -52,548 Closed
MMA
310
Miracle Mile Advisors
California
-$1.88M -39,314 Closed
BAM
311
Belpointe Asset Management
Nevada
-$1.84M -38,360 Closed
DIP
312
DT Investment Partners
Pennsylvania
-$1.09M -22,756 Closed
FAIM
313
Financial Advocates Investment Management
Washington
-$898K -18,776 Closed
FNBOO
314
First National Bank of Omaha
Nebraska
-$651K -13,612 Closed
SCA
315
Stokes Capital Advisors
South Carolina
-$635K -13,274 Closed
PFS
316
Prospera Financial Services
Texas
-$570K -11,936 Closed
SS
317
Simplicity Solutions
Minnesota
-$348K -7,264 Closed
PC
318
Premise Capital
Illinois
-$312K -6,514 Closed
SG Americas Securities
319
SG Americas Securities
New York
-$297K -6,200 Closed
ATC
320
Argent Trust Co
Tennessee
-$220K -4,606 Closed
JA
321
JOYN Advisors
Georgia
-$182K -3,810 Closed
PCIG
322
Partners Capital Investment Group
Massachusetts
-$62K -1,292 Closed
CC
323
Claybrook Capital
Massachusetts
-$44K -912 Closed
WDL
324
Well Done LLC
Michigan
-$44K -912 Closed
EWA
325
ERTS Wealth Advisors
Michigan
-$33K -680 Closed

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.