iShares Select U.S. REIT ETF
345 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more capital invested
Capital invested by funds: $1.1B → $1.26B (+$153M)
4% more funds holding
Funds holding: 332 → 345 (+13)
0.7% less ownership
Funds ownership: 53.34% → 52.64% (-0.7%)
6% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.59M |
| 2 |
Morgan Stanley
New York
|
+$5.58M |
| 3 |
JP Morgan Chase
New York
|
+$4.66M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$3.04M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GB
Gunma Bank
Gunma,
Japan
|
-$18.4M |
| 2 |
BlackRock
New York
|
-$5.04M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$3.93M |
| 4 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$2.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCIA
351
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$91K | -1,567 | Closed |
|
|
FPS
352
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$75K | -1,300 | Closed |
|
|
GCM
353
Gables Capital Management
Miami,
Florida
| – | -$51K | -874 | Closed |
|
|
EP
354
Eudaimonia Partners
Winchester,
Tennessee
| – | -$30K | -522 | Closed |
|
|
WAP
355
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$24K | -408 | Closed |
|
|
BAMG
356
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$20K | -337 | Closed |
|
|
DOA
357
D'Orazio & Associates
Falls Church,
Virginia
| – | -$6K | -108 | Closed |
|
358
AssetMark Inc
Concord,
California
| – | -$5K | -91 | Closed |
|
|
TCWM
359
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$3K | -56 | Closed |
|
360
Barclays
London,
United Kingdom
| – | +$377 | +6 | New |
|
ICF Hedge Fund Activity: Q2 2021 in Review
345 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2021, worth a combined $1.26B — up 14% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ICF positions and 17 closed out — a net gain of 18 holders — while 103 added to existing stakes and 109 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.59M. The largest seller was Gunma Bank, cutting an estimated $18.4M.
- 345 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2021, up from 332 in Q1 2021.
- Funds reported $1.26B of iShares Select U.S. REIT ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 35 funds opened new iShares Select U.S. REIT ETF positions in Q2 2021 and 17 closed out, a net change of +18 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $5.59M added.
- The largest iShares Select U.S. REIT ETF seller in Q2 2021 was Gunma Bank, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2021.