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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
76
Steigerwald Gordon & Koch
Virginia
$2.03M -$36.5K -650 -2%
MYIA
77
Mount Yale Investment Advisors
Colorado
$2.03M +$29.4K +524 +2%
SIC
78
Sigma Investment Counselors
Michigan
$2.02M -$15K -268 -0.7%
HCM
79
Hollencrest Capital Management
California
$2M +$562 +10 +0%
MG
80
McCutchen Group
Washington
$1.99M +$63.5K +1,130 +3%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$1.98M -$5.17K -92 -0.3%
LNC
82
Lincoln National Corp
Pennsylvania
$1.88M +$81.5K +1,452 +5%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.85M
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$1.65M -$63K -1,122 -4%
MIAN
85
Mariner Independent Advisor Network
Kansas
$1.6M +$43.5K +774 +3%
PAG
86
Private Advisor Group
New Jersey
$1.51M +$8.65K +154 +0.6%
AIM
87
Acropolis Investment Management
Missouri
$1.48M -$40.5K -722 -3%
PP
88
Palladium Partners
Virginia
$1.47M +$56.2K +1,000 +4%
LSAG
89
Lake Street Advisors Group
New Hampshire
$1.46M
MA
90
Mutual Advisors
Nebraska
$1.4M +$38.4K +684 +3%
Stifel Financial
91
Stifel Financial
Missouri
$1.34M -$35.5K -632 -3%
JIC
92
Johnson Investment Counsel
Ohio
$1.3M +$28.1K +500 +2%
JA
93
JVL Associates
Michigan
$1.28M
GWA
94
Guidant Wealth Advisors
Illinois
$1.27M -$41K -730 -3%
CMP
95
Courage Miller Partners
Virginia
$1.24M -$64.6K -1,150 -5%
US Bancorp
96
US Bancorp
Minnesota
$1.22M -$62.4K -1,112 -5%
CM
97
Cornerstone Management
Georgia
$1.2M
GT
98
Glenview Trust
Kentucky
$1.17M
WLIM
99
White Lighthouse Investment Management
Massachusetts
$1.17M -$135K -2,400 -10%
SWP
100
Stratos Wealth Partners
Ohio
$1.17M -$129K -2,294 -10%

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.