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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
DSA
326
Droms Strauss Advisors
Missouri
-$381K -6,502 Closed
FIM
327
Freedom Investment Management
Connecticut
-$371K -6,344 Closed
3AM
328
3D Asset Management
Connecticut
-$334K -5,704 Closed
HTHT
329
Hemenway Trust Hemenway Trust
New Hampshire
-$310K -5,300 Closed
CA
330
Cetera Advisors
Colorado
-$302K -5,140 Closed
DIP
331
DT Investment Partners
Pennsylvania
-$271K -4,630 Closed
CMO
332
Covenant Multifamily Offices
Texas
-$270K -4,608 Closed
WSTAM
333
Wilbanks Smith & Thomas Asset Management
Virginia
-$267K -4,556 Closed
PTC
334
Private Trust Company
Ohio
-$258K -4,414 Closed
BHWM
335
Bar Harbor Wealth Management
New Hampshire
-$255K -4,366 Closed
SWM
336
SeaCrest Wealth Management
New York
-$254K -4,344 Closed
AAM
337
Autus Asset Management
Arizona
-$248K -4,242 Closed
HB
338
Homrich & Berg
Georgia
-$246K -4,200 Closed
FFA
339
First Foundation Advisors
California
-$235K -4,020 Closed
CBN
340
Cadence Bank NA
Texas
-$234K -4,000 Closed
BWA
341
Beam Wealth Advisors
Louisiana
-$227K -3,882 Closed
BF
342
BOK Financial
Oklahoma
-$214K -3,664 Closed
OA
343
Oxbow Advisors
Texas
-$211K -3,600 Closed
FFN
344
Focus Financial Network
Minnesota
-$207K -3,530 Closed
NL
345
NWAM LLC
Washington
-$206K -3,530 Closed
FNT
346
First National Trust
Pennsylvania
-$204K -3,494 Closed
QC
347
QCM Cayman
Texas
-$203K -3,472 Closed
JA
348
JOYN Advisors
Georgia
-$203K -3,470 Closed
WWM
349
Western Wealth Management
Colorado
-$203K -3,466 Closed
CFG
350
Citizens Financial Group
Rhode Island
-$177K -3,018 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.