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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Sutton Wealth Advisors
Florida
$3.21M -$53K -1,130 -2%
Two Sigma Investments
52
Two Sigma Investments
New York
$3.13M -$1.69M -36,000 -35%
DWM
53
Dakota Wealth Management
Florida
$3.08M -$1.1M -23,368 -26%
HFS
54
HL Financial Services
Kentucky
$3.08M +$3.1M +66,120 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.9M +$2M +42,590 +217%
MGIA
56
Moneta Group Investment Advisors
Missouri
$2.85M +$2.02M +43,130 +241%
TTWM
57
TCV Trust & Wealth Management
Virginia
$2.83M -$281K -5,990 -9%
Citadel Advisors
58
Citadel Advisors
Florida
$2.53M +$1.76M +37,600 +225%
Citigroup
59
Citigroup
New York
$2.53M -$4.81M -102,672 -65%
FC
60
FCA Corp
Texas
$2.43M -$196K -4,184 -7%
AG
61
Advisor Group
Arizona
$2.34M +$444K +9,462 +23%
DSC
62
Duncker Streett & Co
Missouri
$2.3M +$281 +6 +0%
AC
63
Alley Company
Illinois
$2.29M +$1.22K +26 +0.1%
EFSCE
64
Enterprise Financial Services Corp (EFSC)
Missouri
$2.27M -$597K -12,724 -21%
CIA
65
Capital Investment Advisors
Georgia
$2.24M -$30.9K -660 -1%
SAM
66
Silvercrest Asset Management
New York
$2.24M -$87.2K -1,860 -4%
HCM
67
Hollencrest Capital Management
California
$2.13M -$26K -554 -1%
AWM
68
Avior Wealth Management
Nebraska
$2.12M -$71.5K -1,524 -3%
TFF
69
The Family Firm
Maryland
$2.08M +$91.3K +1,948 +5%
KFBMI
70
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.96M
SGK
71
Steigerwald Gordon & Koch
Virginia
$1.95M -$60.3K -1,286 -3%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$1.92M -$140K -2,992 -7%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$1.9M +$1.14M +24,400 +149%
LSAG
74
Lake Street Advisors Group
New Hampshire
$1.88M
MMA
75
Miracle Mile Advisors
California
$1.86M +$125K +2,660 +7%

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.