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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
HL Financial Services
Kentucky
$3.99M -$21.9K -416 -0.6%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$3.92M -$9.16K -174 -0.2%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$3.9M -$1.15M -21,870 -24%
DWA
54
Dorsey Wright & Associates
California
$3.71M -$369K -7,020 -10%
SWA
55
Sutton Wealth Advisors
Florida
$3.5M -$84.1K -1,598 -2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.32M +$158K +2,994 +5%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3.32M +$5.34M +101,486 New
Citadel Advisors
58
Citadel Advisors
Florida
$3.18M +$3.01M +57,134 New
WA
59
Wambolt & Associates
Colorado
$2.87M +$20.7K +394 +0.8%
PAM
60
Peninsula Asset Management
Florida
$2.74M +$618K +11,750 +31%
FC
61
FCA Corp
Texas
$2.72M +$7.79K +148 +0.3%
CAN
62
Cetera Advisor Networks
California
$2.71M +$12.9K +246 +0.5%
OWD
63
Osborn Williams & Donohoe
Ohio
$2.57M +$868K +16,486 +56%
AWM
64
Avior Wealth Management
Nebraska
$2.56M +$79.9K +1,518 +3%
VCM
65
Vivaldi Capital Management
Illinois
$2.56M -$182K -3,466 -7%
TTWM
66
TCV Trust & Wealth Management
Virginia
$2.53M -$284K -5,390 -11%
CIA
67
Capital Investment Advisors
Georgia
$2.51M -$75.9K -1,442 -3%
MPPLM
68
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.51M +$1.55M +29,472 +188%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.42M -$77.5K -1,472 -3%
MML Investors Services
70
MML Investors Services
Massachusetts
$2.39M -$261K -4,952 -10%
WCM
71
Windham Capital Management
Massachusetts
$2.28M +$2.16M +41,000 New
TFF
72
The Family Firm
Maryland
$2.23M -$58.5K -1,112 -3%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$2.11M +$152K +2,890 +8%
SGK
74
Steigerwald Gordon & Koch
Virginia
$2.04M -$16.8K -320 -0.9%
SIC
75
Sigma Investment Counselors
Michigan
$2.01M -$95.7K -1,818 -5%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.