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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
301
Annapolis Financial Services
Maryland
$15K
BC
302
Burleson & Co
California
$14K +$13.4K +244 New
TWA
303
TCI Wealth Advisors
Arizona
$13K
FHA
304
First Horizon Advisors
Tennessee
$12K
IF
305
Ironwood Financial
Arizona
$12K
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K
SW
307
SVB Wealth
Massachusetts
$11K
CIAS
308
Capital Investment Advisory Services
North Carolina
$10K +$1.1K +20 +13%
ATC
309
Adirondack Trust Company
New York
$9K +$8.6K +156 New
RCM
310
Rain Capital Management
Oregon
$9K +$8.6K +156 New
AWM
311
Accel Wealth Management
Iowa
$8K
MPCG
312
Matrix Private Capital Group
New York
$8K
MIM
313
Macroview Investment Management
Maryland
$8K +$2.7K +49 +57%
ADL
314
Asset Dedication LLC
California
$7K -$19.8K -359 -75%
AWM
315
AllSquare Wealth Management
New York
$7K
BWA
316
BDO Wealth Advisors
Florida
$6K +$5.51K +100 New
SFA
317
Semmax Financial Advisors
North Carolina
$6K +$5.51K +100 New
DOA
318
D'Orazio & Associates
Virginia
$6K +$5.95K +108 New
AssetMark Inc
319
AssetMark Inc
California
$5K -$1.71K -31 -25%
HI
320
Hudock Inc
Pennsylvania
$5K +$55 +1 +1%
CWP
321
Concord Wealth Partners
Virginia
$4K +$3.97K +72 New
AF
322
Allworth Financial
California
$3K
GT
323
Glenmede Trust
Pennsylvania
$3K
TCWM
324
Total Clarity Wealth Management
Illinois
$3K +$3.09K +56 New
PCG
325
Private Capital Group
Connecticut
$2K -$183K -3,320 -99%

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.