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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$10.7M +$11.8K +200 +0.1%
MA
27
MUFG Americas
New York
$10.7M +$471K +8,006 +5%
FMLI
28
Fukoku Mutual Life Insurance
Japan
$10.2M
V
29
Veritable
Delaware
$9.7M +$366K +6,230 +4%
OCM
30
One Capital Management
California
$9.65M +$1.64M +27,926 +20%
CPA
31
Capital Planning Advisors
California
$9.53M +$556K +9,462 +6%
FT
32
Fiduciary Trust
Massachusetts
$9.07M -$156K -2,648 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.85M -$634K -10,778 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.71M +$896K +15,246 +11%
BOS
35
Bank of Stockton
California
$7.57M +$344K +5,856 +5%
IA
36
IFG Advisors
Missouri
$7.06M -$160K -2,726 -2%
GMA
37
Goldstein Munger & Associates
California
$7.01M +$18.7K +318 +0.3%
Comerica Bank
38
Comerica Bank
Texas
$6.84M +$182K +3,096 +3%
DWM
39
Dakota Wealth Management
Florida
$6.74M -$190K -3,238 -3%
TCM
40
Twele Capital Management
Minnesota
$6.7M -$275K -4,682 -4%
Mariner
41
Mariner
Kansas
$6.49M +$240K +4,082 +4%
AMG
42
Asset Management Group
Connecticut
$6.16M +$39.4K +670 +0.6%
Northern Trust
43
Northern Trust
Illinois
$5.58M +$294K +5,000 +6%
AAS
44
Avantax Advisory Services
Texas
$4.7M +$4.72M +80,254 New
Citigroup
45
Citigroup
New York
$4.69M +$353K +6,002 +8%
IFS
46
Ifrah Financial Services
Arkansas
$4.68M -$83.9K -1,426 -2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$4.09M +$284K +4,834 +7%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$3.93M -$19.9K -338 -0.5%
SWA
49
Sutton Wealth Advisors
Florida
$3.88M +$229K +3,890 +6%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$3.79M -$251K -4,276 -6%

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.