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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
301
Bison Wealth
Georgia
$4K
HI
302
Hudock Inc
Pennsylvania
$4K
SFA
303
Semmax Financial Advisors
North Carolina
$4K
AF
304
Allworth Financial
California
$3K
FWM
305
Focused Wealth Management
New York
$3K
HWA
306
HCR Wealth Advisors
California
$2K
TCM
307
Tradewinds Capital Management
Washington
$2K
AW
308
Avion Wealth
Texas
$2K +$2.24K +40 New
BFEC
309
Benjamin F. Edwards & Company
Missouri
$1K -$4.48K -80 -71%
AAM
310
Advisors Asset Management
Colorado
$1K
GTAM
311
Global Trust Asset Management
Florida
$1K
LFG
312
Larson Financial Group
Missouri
$1K +$224 +4 +18%
WIM
313
Westside Investment Management
California
$212 +$260K +4,650 New
RJFSA
314
Raymond James Financial Services Advisors
Florida
-$14.8M -253,480 Closed
FI
315
FormulaFolio Investments
Michigan
-$2.53M -43,298 Closed
NCM
316
Niemann Capital Management
Nevada
-$2.12M -36,172 Closed
Financial Engines Advisors
317
Financial Engines Advisors
California
-$1.43M -24,374 Closed
AI
318
Atria Investments
North Carolina
-$789K -13,480 Closed
QIM
319
Quantitative Investment Management
Virginia
-$657K -11,234 Closed
KM
320
Kalos Management
Georgia
-$652K -11,100 Closed
JWCA
321
J.W. Cole Advisors
Florida
-$649K -11,098 Closed
PFS
322
Prospera Financial Services
Texas
-$619K -10,576 Closed
RFC
323
Regions Financial Corp
Alabama
-$604K -10,326 Closed
GC
324
Garde Capital
Washington
-$445K -7,614 Closed
CG
325
Colony Group
Massachusetts
-$435K -7,444 Closed

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.