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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
KPW
326
Kore Private Wealth
New York
$7K +$6.59K +112 New
AWM
327
AllSquare Wealth Management
New York
$6K
SFA
328
Semmax Financial Advisors
North Carolina
$5K
HI
329
Hudock Inc
Pennsylvania
$5K +$118 +2 +2%
BW
330
Bison Wealth
Georgia
$5K +$4.59K +78 New
AF
331
Allworth Financial
California
$4K
FWM
332
Focused Wealth Management
New York
$4K
TCM
333
Tradewinds Capital Management
Washington
$3K
CL
334
Cabana LLC
Arkansas
$3K +$2.59K +44 New
TCWM
335
Total Clarity Wealth Management
Illinois
$3K +$3.29K +56 New
AAM
336
Advisors Asset Management
Colorado
$2K
GTAM
337
Global Trust Asset Management
Florida
$2K
HWA
338
HCR Wealth Advisors
California
$2K +$2.35K +40 New
LFG
339
Larson Financial Group
Missouri
$1K +$353 +6 +38%
SL
340
Savior LLC
Massachusetts
$1K +$941 +16 New
DY
341
Dowling & Yahnke
California
$1K +$1.18K +20 New
SHWM
342
Silicon Hills Wealth Management
Texas
$62 +$118 +2 New
M&T Bank
343
M&T Bank
New York
-$69.7M -1,161,954 Closed
Jane Street
344
Jane Street
New York
-$4.69M -78,170 Closed
DWA
345
Dorsey Wright & Associates
California
-$3.77M -62,812 Closed
ACP
346
Aveo Capital Partners
Colorado
-$2.85M -48,276 Closed
MIAN
347
Mariner Independent Advisor Network
Kansas
-$1.27M -21,308 Closed
PS
348
Portfolio Strategies
New York
-$704K -11,804 Closed
MPPLM
349
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$590K -9,828 Closed
CSIA
350
Charles Schwab Investment Advisory
California
-$256K -4,272 Closed

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.