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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MUFG Americas
New York
$10.5M -$96.4K -1,648 -0.9%
FMLI
27
Fukoku Mutual Life Insurance
Japan
$10.4M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.72M +$1.68M +28,638 +21%
V
29
Veritable
Delaware
$9.57M +$67.9K +1,160 +0.7%
FT
30
Fiduciary Trust
Massachusetts
$9.47M +$299K +5,112 +3%
CPA
31
Capital Planning Advisors
California
$9.21M +$1.21M +20,650 +16%
RJA
32
Raymond James & Associates
Florida
$8.34M -$519K -8,870 -6%
OCM
33
One Capital Management
California
$8.23M +$1.72M +29,428 +27%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.02M +$299K +5,116 +4%
BOS
35
Bank of Stockton
California
$7.42M +$2.17M +37,110 +43%
IA
36
IFG Advisors
Missouri
$7.41M +$7.22M +123,398 New
GMA
37
Goldstein Munger & Associates
California
$7.17M -$91.4K -1,562 -1%
TCM
38
Twele Capital Management
Minnesota
$7.16M -$26.7K -456 -0.4%
DWM
39
Dakota Wealth Management
Florida
$7.11M +$329K +5,628 +5%
Comerica Bank
40
Comerica Bank
Texas
$6.75M +$1.16M +19,826 +22%
Mariner
41
Mariner
Kansas
$6.42M +$2.07M +35,330 +49%
AMG
42
Asset Management Group
Connecticut
$6.28M -$63K -1,076 -1%
Goldman Sachs
43
Goldman Sachs
New York
$5.53M -$244K -4,164 -4%
Northern Trust
44
Northern Trust
Illinois
$5.42M
IFS
45
Ifrah Financial Services
Arkansas
$4.89M +$39.8K +680 +0.8%
Jane Street
46
Jane Street
New York
$4.69M +$4.57M +78,170 New
Citigroup
47
Citigroup
New York
$4.45M +$283K +4,842 +7%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$4.15M -$276K -4,726 -6%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$4.05M +$37.2K +636 +1%
AG
50
Advisor Group
Arizona
$4.04M -$10.7M -183,660 -73%

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.