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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
76
Mine & Arao Wealth Creation & Management
California
$2.25M +$2.26M +38,432 New
OWD
77
Osborn Williams & Donohoe
Ohio
$2.21M -$687K -11,676 -24%
NCM
78
Niemann Capital Management
Nevada
$2.12M +$2.13M +36,172 New
CAN
79
Cetera Advisor Networks
California
$2.11M -$78.2K -1,330 -4%
B
80
Bailard
California
$2.1M -$18.6K -316 -0.9%
MG
81
McCutchen Group
Washington
$2.09M +$27.5K +468 +1%
VCM
82
Vivaldi Capital Management
Illinois
$2.07M -$141K -2,396 -6%
LNC
83
Lincoln National Corp
Pennsylvania
$2.07M +$284K +4,834 +16%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$2.05M -$8.47K -144 -0.4%
MYIA
85
Mount Yale Investment Advisors
Colorado
$2.01M -$62.6K -1,064 -3%
SGK
86
Steigerwald Gordon & Koch
Virginia
$2M -$68.8K -1,170 -3%
SIC
87
Sigma Investment Counselors
Michigan
$1.94M -$82.3K -1,400 -4%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.91M +$9.17K +156 +0.5%
NA
89
NewEdge Advisors
Louisiana
$1.84M +$348K +5,922 +23%
WW
90
Westshore Wealth
California
$1.74M +$1.75M +29,684 New
TFF
91
The Family Firm
Maryland
$1.73M -$257K -4,370 -13%
TRCT
92
Tower Research Capital (TRC)
New York
$1.64M +$1.43M +24,350 +656%
IWM
93
IHT Wealth Management
Illinois
$1.58M +$186K +3,162 +13%
HCMT
94
Highland Capital Management (Tennessee)
Tennessee
$1.51M -$62.2K -1,058 -4%
LSAG
95
Lake Street Advisors Group
New Hampshire
$1.51M
AIM
96
Acropolis Investment Management
Missouri
$1.49M -$43.2K -734 -3%
MA
97
Mutual Advisors
Nebraska
$1.45M -$13.8K -234 -0.9%
PP
98
Palladium Partners
Virginia
$1.43M -$116K -1,976 -7%
Financial Engines Advisors
99
Financial Engines Advisors
California
$1.43M +$1.43M +24,374 New
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$1.41M -$310K -5,266 -18%

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.