We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Hollencrest Capital Management
California
$1.77M +$76K +1,524 +4%
SGK
77
Steigerwald Gordon & Koch
Virginia
$1.77M -$63.3K -1,270 -3%
B
78
Bailard
California
$1.7M -$181K -3,638 -9%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1.68M +$9.77K +196 +0.6%
EFSCE
80
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M -$247K -4,954 -13%
MG
81
McCutchen Group
Washington
$1.58M +$24.5K +492 +2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.56M
PCM
83
Penserra Capital Management
California
$1.52M +$1.58M +31,752 New
LNC
84
Lincoln National Corp
Pennsylvania
$1.51M +$396K +7,940 +34%
MAS
85
Madden Advisory Services
Florida
$1.45M
OWD
86
Osborn Williams & Donohoe
Ohio
$1.41M +$200K +4,014 +16%
PAG
87
Private Advisor Group
New Jersey
$1.38M -$125K -2,516 -8%
FIG
88
FundX Investment Group
California
$1.32M +$1.38M +27,658 New
MIAN
89
Mariner Independent Advisor Network
Kansas
$1.3M +$1.32M +26,538 New
AIM
90
Acropolis Investment Management
Missouri
$1.28M -$43.6K -874 -3%
PP
91
Palladium Partners
Virginia
$1.25M -$15.8K -316 -1%
Citigroup
92
Citigroup
New York
$1.23M -$84.4K -1,692 -6%
WLIM
93
White Lighthouse Investment Management
Massachusetts
$1.18M
FWIA
94
Fort Washington Investment Advisors
Ohio
$1.16M -$17K -340 -1%
SAM
95
Silvercrest Asset Management
New York
$1.16M
Stifel Financial
96
Stifel Financial
Missouri
$1.16M +$577K +11,562 +92%
CMP
97
Courage Miller Partners
Virginia
$1.12M -$7.18K -144 -0.6%
JIC
98
Johnson Investment Counsel
Ohio
$1.11M
GWA
99
Guidant Wealth Advisors
Illinois
$1.11M +$306K +6,136 +36%
US Bancorp
100
US Bancorp
Minnesota
$1.11M -$292K -5,860 -20%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.