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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
BUB
51
BBVA USA Bancshares
Texas
$3.63M -$247K -4,206 -6%
PAM
52
Peninsula Asset Management
Florida
$3.56M +$95.8K +1,630 +3%
Goldman Sachs
53
Goldman Sachs
New York
$3.55M -$1.84M -31,316 -34%
MGIA
54
Moneta Group Investment Advisors
Missouri
$3.33M -$322K -5,476 -9%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$3.32M
MMA
56
Miracle Mile Advisors
California
$3.27M +$69.7K +1,186 +2%
RMC
57
Regis Management Company
California
$3.23M
AWM
58
Avior Wealth Management
Nebraska
$3.05M +$260K +4,422 +9%
WA
59
Wambolt & Associates
Colorado
$3M -$2.23K -38 -0.1%
AG
60
Advisor Group
Arizona
$2.92M -$1.02M -17,412 -26%
PAG
61
Private Advisor Group
New Jersey
$2.86M +$1.17M +19,878 +69%
FC
62
FCA Corp
Texas
$2.84M -$6.47K -110 -0.2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$2.69M +$67.2K +1,142 +3%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$2.65M -$197K -3,348 -7%
HCM
65
Hollencrest Capital Management
California
$2.64M +$290K +4,934 +12%
TTWM
66
TCV Trust & Wealth Management
Virginia
$2.62M -$34K -578 -1%
AIA
67
Arrow Investment Advisors
Maryland
$2.59M -$261K -4,432 -9%
FI
68
FormulaFolio Investments
Michigan
$2.53M -$173K -2,946 -6%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$2.53M +$231K +3,934 +10%
CIA
70
Capital Investment Advisors
Georgia
$2.51M -$65.2K -1,108 -3%
SFG
71
Sowa Financial Group
Rhode Island
$2.5M +$2.52M +42,828 New
BAM
72
Belpointe Asset Management
Nevada
$2.47M -$74.9K -1,274 -3%
TWM
73
Tolleson Wealth Management
Texas
$2.44M
WCM
74
Windham Capital Management
Massachusetts
$2.4M
MML Investors Services
75
MML Investors Services
Massachusetts
$2.37M -$76K -1,292 -3%

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.