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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
BUB
51
BBVA USA Bancshares
Texas
$3.98M -$218K -3,724 -5%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.91M +$64.8K +1,108 +2%
DWA
53
Dorsey Wright & Associates
California
$3.77M +$36.4K +622 +1%
MGIA
54
Moneta Group Investment Advisors
Missouri
$3.75M -$446K -7,622 -11%
SWA
55
Sutton Wealth Advisors
Florida
$3.75M +$15.9K +272 +0.4%
PAM
56
Peninsula Asset Management
Florida
$3.56M +$340K +5,814 +11%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3.32M
RMC
58
Regis Management Company
California
$3.31M
MMA
59
Miracle Mile Advisors
California
$3.29M +$3.21M +54,804 New
WA
60
Wambolt & Associates
Colorado
$3.08M -$25.6K -438 -0.8%
OWD
61
Osborn Williams & Donohoe
Ohio
$2.96M -$11.7K -200 -0.4%
FC
62
FCA Corp
Texas
$2.92M -$2.34K -40 -0.1%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$2.91M -$1.17M -19,974 -29%
AWM
64
Avior Wealth Management
Nebraska
$2.87M +$91.2K +1,558 +3%
ACP
65
Aveo Capital Partners
Colorado
$2.85M +$2.82M +48,276 New
FI
66
FormulaFolio Investments
Michigan
$2.77M +$2.71M +46,244 New
TTWM
67
TCV Trust & Wealth Management
Virginia
$2.72M -$2.92K -50 -0.1%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$2.69M -$521K -8,904 -17%
CIA
69
Capital Investment Advisors
Georgia
$2.64M -$48.6K -830 -2%
BAM
70
Belpointe Asset Management
Nevada
$2.61M +$96.5K +1,650 +4%
TWM
71
Tolleson Wealth Management
Texas
$2.51M +$2.44M +41,780 New
MML Investors Services
72
MML Investors Services
Massachusetts
$2.5M +$35.6K +608 +1%
WCM
73
Windham Capital Management
Massachusetts
$2.46M
HCM
74
Hollencrest Capital Management
California
$2.41M +$271K +4,634 +13%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$2.39M -$400K -6,830 -15%

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.