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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
76
TCV Trust & Wealth Management
Virginia
$1.94M -$169K -3,061 -8%
MA
77
Mutual Advisors
Nebraska
$1.88M -$69.9K -1,268 -4%
IWM
78
IHT Wealth Management
Illinois
$1.82M -$57.6K -1,046 -3%
HIA
79
Harbor Investment Advisory
Maryland
$1.81M
MI
80
Moneywise Inc
Virginia
$1.78M -$188K -3,410 -10%
VCM
81
Vivaldi Capital Management
Illinois
$1.78M -$7.22K -131 -0.5%
B
82
Bailard
California
$1.77M +$1.43K +26 +0.1%
SIC
83
Sigma Investment Counselors
Michigan
$1.77M -$28.1K -510 -2%
TCWA
84
Ten Capital Wealth Advisors
Washington
$1.61M +$1.45M +26,380 +1,763%
MG
85
McCutchen Group
Washington
$1.51M
LSAG
86
Lake Street Advisors Group
New Hampshire
$1.49M
FC
87
FCA Corp
Texas
$1.49M -$5.51K -100 -0.4%
SFS
88
Sowell Financial Services
Arkansas
$1.48M +$906K +16,441 +212%
SGK
89
Steigerwald Gordon & Koch
Virginia
$1.46M -$25.9K -470 -2%
BBNA
90
Bremer Bank National Association
Minnesota
$1.46M +$2.15K +39 +0.2%
Stifel Financial
91
Stifel Financial
Missouri
$1.43M +$627K +11,373 +85%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.43M +$281K +5,100 +26%
CAN
93
Cetera Advisor Networks
California
$1.42M -$172K -3,127 -11%
B
94
Bridgeworth
Alabama
$1.39M -$55 -1 -0%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$1.38M -$146K -2,658 -10%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.34M +$16.8K +305 +1%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.28M +$829K +15,045 +214%
US Bancorp
98
US Bancorp
Minnesota
$1.27M +$146K +2,645 +14%
JA
99
JVL Associates
Michigan
$1.27M
WLIM
100
White Lighthouse Investment Management
Massachusetts
$1.23M -$27.7K -502 -2%

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.