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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
GT
301
Glenmede Trust
Pennsylvania
$26K -$118 -2 -0.4%
HPC
302
HM Payson & Co
Maine
$26K
IFWM
303
Institute for Wealth Management
Colorado
$26K +$26.5K +450 New
RIA
304
Realta Investment Advisors
Delaware
$25K -$1.06K -18 -4%
OSNBOA
305
Old Second National Bank of Aurora
Illinois
$24K
HNB
306
Huntington National Bank
Ohio
$23K
QAM
307
QCI Asset Management
New York
$22K
FHA
308
Flagship Harbor Advisors
Massachusetts
$22K +$118 +2 +0.5%
VFA
309
Valeo Financial Advisors
Indiana
$21K
AA
310
Ancora Advisors
Ohio
$21K +$20.7K +352 New
BAMG
311
Brand Asset Management Group
Missouri
$20K
SIC
312
Samalin Investment Counsel
New York
$20K +$20.7K +352 New
SIM
313
Sonora Investment Management
Arizona
$19K
HR
314
Howe & Rusling
New York
$18K +$17.6K +300 New
TWA
315
TCI Wealth Advisors
Arizona
$17K +$235 +4 +1%
BCM
316
Bourgeon Capital Management
Connecticut
$16K
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$14K
WCG
318
Weaver Consulting Group
California
$14K
BFC
319
Bedel Financial Consulting
Indiana
$14K +$14.2K +242 New
SFPG
320
Stonebridge Financial Planning Group
Florida
$12K +$11.8K +200 New
SW
321
SVB Wealth
Massachusetts
$12K +$11.8K +200 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
MPCG
323
Matrix Private Capital Group
New York
$8K +$7.64K +130 New
CFA
324
Carroll Financial Associates
North Carolina
$7K +$706 +12 +11%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$7K +$1.88K +32 +40%

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.