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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
76
Bailard
California
$1.84M -$155K -3,300 -8%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.83M -$89.2K -1,902 -5%
PAM
78
Peninsula Asset Management
Florida
$1.82M -$15K -320 -0.8%
SIC
79
Sigma Investment Counselors
Michigan
$1.81M -$46.9K -1,000 -3%
MML Investors Services
80
MML Investors Services
Massachusetts
$1.8M +$181K +3,866 +11%
CAN
81
Cetera Advisor Networks
California
$1.79M -$44.4K -948 -2%
WIA
82
Wealthstreet Investment Advisors
Texas
$1.75M -$68.8K -1,468 -4%
FWIA
83
Fort Washington Investment Advisors
Ohio
$1.74M -$2.34M -49,846 -57%
MYIA
84
Mount Yale Investment Advisors
Colorado
$1.61M +$1.62M +34,458 New
US Bancorp
85
US Bancorp
Minnesota
$1.56M +$211K +4,508 +16%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.52M
MG
87
McCutchen Group
Washington
$1.51M +$12.4K +264 +0.8%
MAS
88
Madden Advisory Services
Florida
$1.41M -$512K -10,930 -27%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.36M +$43.5K +928 +3%
AIM
90
Acropolis Investment Management
Missouri
$1.32M +$24.3K +518 +2%
PP
91
Palladium Partners
Virginia
$1.26M -$373K -7,950 -23%
PAG
92
Private Advisory Group
Washington
$1.24M +$524K +11,172 +72%
HPWM
93
Highland Private Wealth Management
Washington
$1.24M +$1.25M +26,620 New
WLIM
94
White Lighthouse Investment Management
Massachusetts
$1.22M +$102K +2,170 +9%
LNC
95
Lincoln National Corp
Pennsylvania
$1.19M -$1.79M -38,128 -60%
OWD
96
Osborn Williams & Donohoe
Ohio
$1.19M
CMP
97
Courage Miller Partners
Virginia
$1.18M -$844 -18 -0.1%
GT
98
Glenview Trust
Kentucky
$1.15M -$160K -3,414 -12%
JIC
99
Johnson Investment Counsel
Ohio
$1.09M -$39.9K -850 -4%
JA
100
JVL Associates
Michigan
$1.06M

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.