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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
51
Bank of Stockton
California
$2.99M -$2.01M -38,834 -40%
MWM
52
McNaughton Wealth Management
California
$2.91M +$1.39M +26,954 +90%
PAG
53
Private Advisor Group
New Jersey
$2.91M +$34.5K +666 +1%
AWM
54
Avior Wealth Management
Nebraska
$2.69M -$5.38K -104 -0.2%
Goldman Sachs
55
Goldman Sachs
New York
$2.67M +$119K +2,296 +5%
MI
56
Moneywise Inc
Virginia
$2.5M -$95.4K -1,844 -4%
WA
57
Wambolt & Associates
Colorado
$2.42M -$138K -2,668 -5%
RJA
58
Raymond James & Associates
Florida
$2.35M -$233K -4,508 -9%
BAM
59
Belpointe Asset Management
Nevada
$2.19M +$28.5K +550 +1%
HHRDM
60
H&H Retirement Design & Management
Nevada
$2.15M +$2.19M +42,246 New
BUB
61
BBVA USA Bancshares
Texas
$2.14M -$23.9K -462 -1%
RMC
62
Regis Management Company
California
$2.14M -$10.9K -210 -0.5%
CIA
63
Capital Investment Advisors
Georgia
$2.13M -$17.6K -340 -0.8%
WCM
64
Windham Capital Management
Massachusetts
$2.09M
Baird Financial Group
65
Baird Financial Group
Wisconsin
$2.07M -$26.3K -508 -1%
NA
66
NewEdge Advisors
Louisiana
$2.06M +$10.3K +200 +0.5%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.06M +$23K +444 +1%
TTWM
68
TCV Trust & Wealth Management
Virginia
$2.04M -$26.1K -504 -1%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$2.02M -$278K -5,374 -12%
Citigroup
70
Citigroup
New York
$1.98M +$91.8K +1,774 +5%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$1.93M -$36.3K -702 -2%
TFF
72
The Family Firm
Maryland
$1.85M +$356K +6,884 +23%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.82M -$7.24K -140 -0.4%
MA
74
Mutual Advisors
Nebraska
$1.77M +$113K +2,184 +7%
B
75
Bailard
California
$1.63M -$44.6K -862 -3%

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.