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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$1.6M +$249K +4,808 +18%
VCM
77
Vivaldi Capital Management
Illinois
$1.59M +$4.86K +94 +0.3%
BBNA
78
Bremer Bank National Association
Minnesota
$1.55M -$208K -4,028 -12%
IWM
79
IHT Wealth Management
Illinois
$1.52M +$108K +2,084 +8%
CAN
80
Cetera Advisor Networks
California
$1.48M -$363K -7,012 -19%
GBBWRPM
81
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.48M +$1.5M +28,950 New
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.45M -$89.7K -1,734 -6%
DL
83
DOHJ LLC
Washington
$1.44M +$37.1K +718 +3%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.37M +$841K +16,262 +152%
SGK
85
Steigerwald Gordon & Koch
Virginia
$1.37M -$74K -1,430 -5%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.35M -$268K -5,182 -16%
FC
87
FCA Corp
Texas
$1.33M -$1.08M -20,952 -45%
MG
88
McCutchen Group
Washington
$1.33M
LSAG
89
Lake Street Advisors Group
New Hampshire
$1.32M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.31M -$9.55M -184,664 -88%
MYIA
91
Mount Yale Investment Advisors
Colorado
$1.25M -$142K -2,744 -10%
AIM
92
Acropolis Investment Management
Missouri
$1.23M -$1.76K -34 -0.1%
B
93
Bridgeworth
Alabama
$1.23M -$165K -3,184 -12%
OFG
94
OmniStar Financial Group
North Carolina
$1.22M +$219K +4,238 +22%
ACA
95
Affinity Capital Advisors
California
$1.21M -$68.5K -1,324 -5%
GM
96
GeoWealth Management
Illinois
$1.2M +$480K +9,278 +65%
MML Investors Services
97
MML Investors Services
Massachusetts
$1.17M -$1.22M -23,612 -51%
PP
98
Palladium Partners
Virginia
$1.14M -$99.9K -1,930 -8%
WLIM
99
White Lighthouse Investment Management
Massachusetts
$1.13M +$3.21K +62 +0.3%
JA
100
JVL Associates
Michigan
$1.12M

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.