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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Peninsula Asset Management
Florida
$3.1M +$382K +6,828 +11%
LNC
52
Lincoln National Corp
Pennsylvania
$3.07M +$1.77M +31,692 +90%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.98M -$4.83M -86,272 -57%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$2.91M +$983K +17,560 +38%
SWA
55
Sutton Wealth Advisors
Florida
$2.9M -$164K -2,928 -4%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$2.57M -$615K -10,988 -16%
RMC
57
Regis Management Company
California
$2.48M -$56.3K -1,006 -2%
MGIA
58
Moneta Group Investment Advisors
Missouri
$2.48M -$159K -2,836 -5%
AWM
59
Avior Wealth Management
Nebraska
$2.39M -$3.69K -66 -0.1%
MMA
60
Miracle Mile Advisors
California
$2.31M -$306K -5,464 -10%
WA
61
Wambolt & Associates
Colorado
$2.3M -$58.4K -1,044 -2%
AIA
62
Arrow Investment Advisors
Maryland
$2.21M +$225K +4,028 +9%
FC
63
FCA Corp
Texas
$2.2M -$34.3K -612 -1%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$2.06M -$15.4K -276 -0.6%
CAN
65
Cetera Advisor Networks
California
$2.05M +$483K +8,632 +24%
BUB
66
BBVA USA Bancshares
Texas
$2.03M -$989K -17,676 -28%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.02M +$203K +3,620 +9%
CIA
68
Capital Investment Advisors
Georgia
$1.94M -$25.4K -454 -1%
TTWM
69
TCV Trust & Wealth Management
Virginia
$1.94M -$136K -2,430 -5%
BAM
70
Belpointe Asset Management
Nevada
$1.94M +$3.92K +70 +0.2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.92M -$1.28M -22,930 -35%
TWM
72
Tolleson Wealth Management
Texas
$1.91M
HCM
73
Hollencrest Capital Management
California
$1.91M -$188K -3,354 -7%
WCM
74
Windham Capital Management
Massachusetts
$1.88M
Citigroup
75
Citigroup
New York
$1.84M -$2.23M -39,882 -50%

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.