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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$3.39M -$99.1K -1,988 -3%
SWA
52
Sutton Wealth Advisors
Florida
$3.09M -$270K -5,414 -8%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.09M +$834K +16,718 +35%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.71M +$161K +3,236 +6%
RMC
55
Regis Management Company
California
$2.63M +$2.74M +55,006 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$2.62M -$859K -17,236 -24%
Principal Financial Group
57
Principal Financial Group
Iowa
$2.52M +$2.62M +52,548 New
WA
58
Wambolt & Associates
Colorado
$2.45M +$2.56M +51,254 New
TTWM
59
TCV Trust & Wealth Management
Virginia
$2.43M -$354K -7,100 -12%
VCM
60
Vivaldi Capital Management
Illinois
$2.37M +$2.47M +49,472 New
FC
61
FCA Corp
Texas
$2.34M -$23K -462 -0.9%
CAN
62
Cetera Advisor Networks
California
$2.33M +$314K +6,288 +15%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.29M +$121K +2,426 +5%
Mariner
64
Mariner
Kansas
$2.23M -$208K -4,178 -8%
CIA
65
Capital Investment Advisors
Georgia
$2.23M -$21.8K -438 -0.9%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.15M +$323K +6,480 +17%
AWM
67
Avior Wealth Management
Nebraska
$2.13M -$16.8K -336 -0.7%
TFF
68
The Family Firm
Maryland
$1.98M -$15K -300 -0.7%
IWM
69
IHT Wealth Management
Illinois
$1.97M +$976K +19,582 +91%
LSAG
70
Lake Street Advisors Group
New Hampshire
$1.92M
MMA
71
Miracle Mile Advisors
California
$1.88M -$56.3K -1,130 -3%
MYIA
72
Mount Yale Investment Advisors
Colorado
$1.86M -$58K -1,164 -3%
BAM
73
Belpointe Asset Management
Nevada
$1.84M +$15.5K +310 +0.8%
SIC
74
Sigma Investment Counselors
Michigan
$1.81M -$25.8K -518 -1%
PAM
75
Peninsula Asset Management
Florida
$1.79M -$34.9K -700 -2%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.