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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Hollencrest Capital Management
California
$1.98M -$80.2K -1,524 -4%
B
77
Bailard
California
$1.97M -$4.95K -94 -0.3%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$1.96M -$1.03M -19,514 -36%
MYIA
79
Mount Yale Investment Advisors
Colorado
$1.93M
MG
80
McCutchen Group
Washington
$1.9M +$59.9K +1,138 +3%
IWM
81
IHT Wealth Management
Illinois
$1.83M -$429K -8,150 -20%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.83M +$7.37K +140 +0.4%
LNC
83
Lincoln National Corp
Pennsylvania
$1.78M +$25.9K +492 +2%
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$1.69M -$141K -2,676 -8%
MAS
85
Madden Advisory Services
Florida
$1.69M
MIAN
86
Mariner Independent Advisor Network
Kansas
$1.53M +$61.5K +1,168 +4%
Citigroup
87
Citigroup
New York
$1.5M +$65.9K +1,252 +5%
AIM
88
Acropolis Investment Management
Missouri
$1.5M +$7.37K +140 +0.5%
PAG
89
Private Advisor Group
New Jersey
$1.48M -$120K -2,280 -8%
BSAM
90
Blue Sky Asset Management
Colorado
$1.48M +$208K +3,952 +17%
LSAG
91
Lake Street Advisors Group
New Hampshire
$1.44M -$755K -14,352 -36%
PP
92
Palladium Partners
Virginia
$1.4M -$52.6K -1,000 -4%
Stifel Financial
93
Stifel Financial
Missouri
$1.37M +$19.3K +366 +2%
MA
94
Mutual Advisors
Nebraska
$1.35M +$57.7K +1,096 +5%
SFS
95
Sowell Financial Services
Arkansas
$1.29M +$751K +14,274 +159%
GWA
96
Guidant Wealth Advisors
Illinois
$1.29M -$211 -4 -0%
WLIM
97
White Lighthouse Investment Management
Massachusetts
$1.29M -$82.6K -1,570 -6%
CMP
98
Courage Miller Partners
Virginia
$1.29M -$13.4K -254 -1%
SWP
99
Stratos Wealth Partners
Ohio
$1.28M +$12.9K +246 +1%
US Bancorp
100
US Bancorp
Minnesota
$1.27M -$20.5K -390 -2%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.