We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$8.76M -$1.04M -19,784 -11%
AG
27
Advisor Group
Arizona
$8.54M +$16.5K +314 +0.2%
FT
28
Fiduciary Trust
Massachusetts
$8.35M -$208K -3,950 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$8.1M +$7.67M +145,658 New
RJA
30
Raymond James & Associates
Florida
$7.87M +$2.26M +43,012 +44%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$7.61M -$1.46M -27,700 -17%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.86M +$232K +4,402 +4%
GMA
33
Goldstein Munger & Associates
California
$6.86M +$60.9K +1,158 +0.9%
TCM
34
Twele Capital Management
Minnesota
$6.79M -$34.4K -654 -0.5%
CPA
35
Capital Planning Advisors
California
$6.6M +$206K +3,912 +3%
Goldman Sachs
36
Goldman Sachs
New York
$6.26M +$453K +8,608 +8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.22M -$209K -3,970 -3%
RMC
38
Regis Management Company
California
$6.12M +$2.9M +55,006 +100%
DWM
39
Dakota Wealth Management
Florida
$6.09M +$1.18M +22,376 +26%
Mariner
40
Mariner
Kansas
$6.08M +$3.29M +62,562 +134%
OCM
41
One Capital Management
California
$6M +$17.1K +324 +0.3%
AMG
42
Asset Management Group
Connecticut
$5.92M +$6.21K +118 +0.1%
Comerica Bank
43
Comerica Bank
Texas
$5.78M -$2.1M -39,960 -28%
FIG
44
FundX Investment Group
California
$5.69M +$3.93M +74,632 +270%
Ameriprise
45
Ameriprise
Minnesota
$5.56M +$267K +5,080 +5%
Northern Trust
46
Northern Trust
Illinois
$5.02M +$478K +9,090 +11%
MGIA
47
Moneta Group Investment Advisors
Missouri
$4.69M +$404K +7,678 +10%
BOS
48
Bank of Stockton
California
$4.65M +$29.3K +556 +0.7%
IFS
49
Ifrah Financial Services
Arkansas
$4.51M +$1.37K +26 +0%
BUB
50
BBVA USA Bancshares
Texas
$4.07M -$136K -2,584 -3%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.