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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$1.04M +$32.1K +684 +3%
CTC
102
Central Trust Company
Missouri
$1.03M -$638K -13,602 -38%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$990K +$75.2K +1,604 +8%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$968K -$45.3K -966 -4%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$955K
MA
106
Mutual Advisors
Nebraska
$946K +$212K +4,522 +29%
IWM
107
IHT Wealth Management
Illinois
$940K +$51.1K +1,090 +6%
PAG
108
Private Advisor Group
New Jersey
$898K +$160K +3,404 +21%
BPC
109
Banque Pictet & Cie
Switzerland
$894K +$300K +6,400 +50%
OFG
110
OmniStar Financial Group
North Carolina
$881K +$54.8K +1,168 +7%
SCA
111
Stokes Capital Advisors
South Carolina
$873K +$143K +3,058 +20%
P
112
Pitcairn
Pennsylvania
$862K -$48.8K -1,040 -5%
FA
113
FDx Advisors
Illinois
$857K -$29.6K -632 -3%
FWCM
114
Ferguson Wellman Capital Management
Oregon
$845K -$142K -3,022 -14%
EAM
115
Evanson Asset Management
California
$842K
HighTower Advisors
116
HighTower Advisors
Illinois
$807K -$43K -918 -5%
VF
117
Virtu Financial
New York
$805K +$295K +6,300 +58%
BSW
118
Buckingham Strategic Wealth
Missouri
$805K +$443K +9,440 +121%
GWA
119
Guidant Wealth Advisors
Illinois
$787K -$1.88K -40 -0.2%
BCM
120
BTC Capital Management
Iowa
$780K +$783K +16,708 New
1IA
121
1834 Investment Advisors
Wisconsin
$747K +$56.7K +1,210 +8%
FAIM
122
Financial Advocates Investment Management
Washington
$746K -$19.9K -424 -3%
BOTW
123
Bank of the West
California
$732K +$4.13K +88 +0.6%
CAL
124
Capital Advisors Ltd
Ohio
$724K +$41.6K +888 +6%
GFPC
125
Global Financial Private Capital
Florida
$721K -$139K -2,960 -16%

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.