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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10.3M -$1.36M -24,194 -12%
MA
27
MUFG Americas
New York
$9.95M -$120K -2,132 -1%
FMLI
28
Fukoku Mutual Life Insurance
Japan
$9.8M
V
29
Veritable
Delaware
$8.92M +$36.5K +650 +0.4%
FT
30
Fiduciary Trust
Massachusetts
$8.6M +$138K +2,450 +2%
RJA
31
Raymond James & Associates
Florida
$8.32M +$353K +6,278 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.51M +$1.21M +21,502 +19%
CPA
33
Capital Planning Advisors
California
$7.48M +$793K +14,114 +12%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$7.24M +$284K +5,064 +4%
Ameriprise
35
Ameriprise
Minnesota
$6.83M +$1.19M +21,230 +21%
GMA
36
Goldstein Munger & Associates
California
$6.82M -$126K -2,242 -2%
TCM
37
Twele Capital Management
Minnesota
$6.74M -$138K -2,452 -2%
DWM
38
Dakota Wealth Management
Florida
$6.36M +$194K +3,450 +3%
OCM
39
One Capital Management
California
$6.07M -$17.3K -308 -0.3%
AMG
40
Asset Management Group
Connecticut
$5.96M -$41.6K -740 -0.7%
Goldman Sachs
41
Goldman Sachs
New York
$5.42M -$914K -16,282 -14%
FIG
42
FundX Investment Group
California
$5.3M -$459K -8,176 -8%
Comerica Bank
43
Comerica Bank
Texas
$5.24M -$683K -12,158 -12%
Northern Trust
44
Northern Trust
Illinois
$5.09M
BOS
45
Bank of Stockton
California
$4.87M +$163K +2,902 +3%
IFS
46
Ifrah Financial Services
Arkansas
$4.55M -$20.9K -372 -0.5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$4.16M +$3.81M +67,780 +1,110%
Mariner
48
Mariner
Kansas
$4.03M -$2.12M -37,708 -35%
MGIA
49
Moneta Group Investment Advisors
Missouri
$3.95M -$800K -14,240 -17%
BUB
50
BBVA USA Bancshares
Texas
$3.94M -$181K -3,226 -4%

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.