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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
AAM
301
Advisors Asset Management
Colorado
$2K
GTAM
302
Global Trust Asset Management
Florida
$2K
NC
303
NewSquare Capital
Pennsylvania
$2K
LFG
304
Larson Financial Group
Missouri
$1K +$351 +6 +60%
GT
305
Glenmede Trust
Pennsylvania
$27 -$3.74K -64 -12%
FIG
306
FundX Investment Group
California
-$5.3M -94,114 Closed
VF
307
Virtu Financial
New York
-$2.07M -36,810 Closed
JIC
308
Johnson Investment Counsel
Ohio
-$1.3M -23,120 Closed
FTS
309
Fifth Third Securities
Ohio
-$471K -8,366 Closed
BRWM
310
B. Riley Wealth Management
Tennessee
-$232 -4,114 Closed
HTHT
311
Hemenway Trust Hemenway Trust
New Hampshire
-$220K -3,900 Closed
UTC
312
Unified Trust Company
Kentucky
-$212K -3,774 Closed
AAS
313
Avantax Advisory Services
Texas
-$200K -3,542 Closed
RCAG
314
Rehmann Capital Advisory Group
Michigan
-$158K -2,800 Closed
AP
315
Advisors Preferred
Maryland
-$125K -2,228 Closed
SFC
316
SYM Financial Corp
Indiana
-$101K -1,800 Closed
SHJ
317
Sharkey, Howes & Javer
Colorado
-$94K -1,672 Closed
AC
318
Avestar Capital
New York
-$90K -1,600 Closed
DSC
319
Duncker Streett & Co
Missouri
-$82K -1,460 Closed
AOWM
320
Alpha Omega Wealth Management
Virginia
-$54K -958 Closed
SMFS
321
Squar Milner Financial Services
California
-$34K -600 Closed
MWM
322
Meridian Wealth Management
Kentucky
-$331 -588 Closed
DWM
323
Destination Wealth Management
California
-$24K -430 Closed
HGWM
324
Harvest Group Wealth Management
Massachusetts
-$9K -160 Closed
GFPC
325
Global Financial Private Capital
Florida
-$4K -70 Closed

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.