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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$1.11M +$24.8K +498 +2%
DIP
102
DT Investment Partners
Pennsylvania
$1.09M -$18.6M -373,724 -94%
SWP
103
Stratos Wealth Partners
Ohio
$1.09M +$1.3K +26 +0.1%
BSAM
104
Blue Sky Asset Management
Colorado
$1.08M -$1.9M -38,080 -63%
JA
105
JVL Associates
Michigan
$1.08M
CM
106
Cornerstone Management
Georgia
$1.05M -$159K -3,188 -13%
GT
107
Glenview Trust
Kentucky
$1.04M
BPC
108
Banque Pictet & Cie
Switzerland
$917K
FAIM
109
Financial Advocates Investment Management
Washington
$898K
NL
110
NVWM LLC
Pennsylvania
$864K +$900K +18,056 New
OFG
111
OmniStar Financial Group
North Carolina
$863K -$46.7K -936 -5%
BCM
112
BTC Capital Management
Iowa
$800K
IA
113
IFP Advisors
Florida
$771K +$4.69K +94 +0.6%
CTC
114
Central Trust Company
Missouri
$766K -$2.49K -50 -0.3%
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$764K -$17.5K -350 -2%
BOTW
116
Bank of the West
California
$761K +$31.9K +640 +4%
MPPLM
117
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$749K -$1.49M -29,872 -66%
CAL
118
Capital Advisors Ltd
Ohio
$743K
NWM
119
Northwest Wealth Management
Iowa
$723K +$9.97K +200 +1%
SCG
120
Sonata Capital Group
Washington
$710K -$4.49K -90 -0.6%
CCA
121
Cobblestone Capital Advisors
New York
$708K
EAM
122
Evanson Asset Management
California
$708K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$701K -$43.9K -880 -6%
P
124
Pitcairn
Pennsylvania
$698K -$47.7K -956 -6%
BSW
125
Buckingham Strategic Wealth
Missouri
$683K -$79.4K -1,592 -10%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.