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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
First Foundation Advisors
California
-$248K -4,922 Closed
RFN
302
RDA Financial Network
Iowa
-$224K -4,442 Closed
SS
303
Simplicity Solutions
Minnesota
-$217K -4,294 Closed
DIP
304
DT Investment Partners
Pennsylvania
-$209K -4,142 Closed
BWA
305
Beam Wealth Advisors
Louisiana
-$202K -3,912 Closed
CCM
306
Colorado Capital Management
Colorado
-$189K -3,772 Closed
SF
307
Synovus Financial
Georgia
-$115K -2,280 Closed
OPS
308
Orion Portfolio Solutions
Nebraska
-$93K -1,840 Closed
KPW
309
Kore Private Wealth
New York
-$73K -1,454 Closed
QCG
310
Quadrant Capital Group
Ohio
-$72K -1,418 Closed
PA
311
Procyon Advisors
Connecticut
-$32K -630 Closed
PAI
312
Pittenger & Anderson Inc
Nebraska
-$30K -600 Closed
PIMG
313
Patriot Investment Management Group
Tennessee
-$20.2K -400 Closed
MWA
314
MFA Wealth Advisors
Pennsylvania
-$17K -338 Closed
WCG
315
Weaver Consulting Group
California
-$7K -134 Closed
SFA
316
Semmax Financial Advisors
North Carolina
-$5K -94 Closed
FWM
317
Focused Wealth Management
New York
-$3K -62 Closed
BFEC
318
Benjamin F. Edwards & Company
Missouri
-$2K -32 Closed
LFG
319
Larson Financial Group
Missouri
-$1K -26 Closed

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.