iShares Select U.S. REIT ETF
337 hedge funds and large institutions have $1.02B invested in iShares Select U.S. REIT ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 10 closing their positions.
490% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 10
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more funds holding
Funds holding: 293 → 337 (+44)
8% more capital invested
Capital invested by funds: $948M → $1.02B (+$74M)
36% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 117
52.6% less ownership
Funds ownership: 104.78% → 52.18% (-53%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$12.3M |
| 2 |
BlackRock
New York
|
+$10.5M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$8.77M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.85M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.02M |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$3.99M |
| 4 |
EW
Emerson Wealth
Bloomfield Hills,
Michigan
|
-$3.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.02M |
ICF Hedge Fund Activity: Q4 2020 in Review
337 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2020, worth a combined $1.02B — up 7.8% from $948M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ICF positions and 10 closed out — a net gain of 49 holders — while 75 added to existing stakes and 117 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $12.3M. The largest seller was Avantax Advisory Services, cutting an estimated $7M.
- 337 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2020, up from 293 in Q3 2020.
- Funds reported $1.02B of iShares Select U.S. REIT ETF stock for Q4 2020, up 7.8% quarter-over-quarter.
- 59 funds opened new iShares Select U.S. REIT ETF positions in Q4 2020 and 10 closed out, a net change of +49 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q4 2020 was Bank of New York Mellon, an estimated $12.3M added.
- The largest iShares Select U.S. REIT ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $7M sold.
Based on aggregated 13F filings for Q4 2020.